宝城期货甲醇早报-20251030

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The methanol 2601 contract is expected to run strongly, with a short - term outlook of oscillation, a medium - term outlook of oscillation and weakness, and an intraday outlook of oscillation and strength [1][5] - The domestic methanol futures 2601 contract may maintain an oscillating and strong trend on Thursday [5] 3. Summary by Relevant Catalog 3.1 Methanol Market Situation - Currently, the domestic methanol operating rate and weekly output remain at relatively high levels, and the external import pressure continues to increase, with the peak import volume for the year already reached, leading to high methanol inventories at ports in East and South China before the festival [5] - Although downstream demand is gradually improving, the profit of the olefin market is not good, and the situation of weak demand still needs to be improved [5] 3.2 Market Trend and Price - On Wednesday night, the domestic methanol futures 2601 contract maintained an oscillating and strong trend, with the futures price slightly rising 0.45% to 2255 yuan/ton [5] - The meeting between the Chinese and US presidents in Seoul, South Korea may convey positive expectations to the market, supporting the methanol market [5]