宝城期货甲醇早报-20251111

1. Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. 2. Core Viewpoints of the Report - The methanol 2601 contract is expected to show a weak - running trend in the short - term and intraday, and a volatile trend in the medium - term [1][5]. - It is predicted that the domestic methanol futures 2601 contract may maintain a weak trend on Tuesday [5]. 3. Summary by Related Content 3.1 Time - cycle and Viewpoint Summary - For the methanol 2601 contract, the short - term view is weak, the medium - term view is volatile, and the intraday view is weak, with a reference view of weak operation. The core logic is that the weak supply - demand situation dominates, leading to a weak and volatile methanol market [1]. 3.2 Price and Market Logic Summary - The domestic methanol futures 2601 contract maintained a volatile consolidation trend in the overnight session on Monday, with the futures price slightly rising 0.00% to 2098 yuan/ton. The recent agreement in the US Senate to end the federal government "shutdown" has improved market sentiment and risk appetite. However, the domestic methanol operating rate and weekly output remain at relatively high levels, the external import pressure continues to increase, and the methanol inventories at ports in East and South China are high [5].