甲醇数据日报-20251112

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The overall methanol market today is mainly influenced by absolute factors. Spot prices have declined, with abundant available resources at ports but few buyers and a dull trading atmosphere. The inland market is mixed, with prices in Inner Mongolia's northern line rising slightly due to some plant shutdowns and external procurement by olefin plants, and prices in Shandong rising slightly due to the premium成交 of auctions in Henan. Markets in North and Central China are mainly fluctuating and consolidating, while prices in the Southwest are continuously decreasing as manufacturers try to stimulate demand by lowering prices. The current market supply and demand are in a stalemate, with traditional downstream industries having poor profitability and purchasing on demand, and external procurement by olefins providing some support. It is expected that the national methanol market will operate in a narrow - range fluctuation in the short term [6] 3. Summary by Relevant Catalog Spot Market - Regional Prices and Changes: In the spot market, the current prices in Inner Mongolia's northern line, Shaanxi Guanzhong, Xinjiang (outside the region), Shandong Linyi, Taicang, and Henan are 2060, 1620, 2008, 1940, 2180, and 2065 respectively. The previous values were 2060, 1550, 2003, 1935, 2165, and 2040 respectively. The price increases are 0, 70, 5, 5, 15, and 25 respectively [1] - Taicang Transaction Prices: On the morning of November 11th, the spot transaction price range in Taicang was 2050 - 2060 (01 - 40), the mid - November price range was 2070 - 2075 (01 - 30), and the late - November price was 2080 (01 - 15) [3] Futures Market - Futures Contract Prices and Changes: For futures contracts MA2601 and MA2605, the current values are 2082 and 2194 respectively, the previous values were 2101 and 2208 respectively, and the price increases are - 0.90% and - 0.63% respectively [1] Company Device Status - Yizhou Technology Co., Ltd.: Its 30 (15 + 15) million - ton/year coke - oven gas - to - methanol plant has been operating with a single unit since November 8th for 15 days [3] - Jiangsu Sopo: Its 86 (56 + 30) million - ton/year coal - to - methanol plant stopped on October 10th for an expected 30 days and resumed normal operation on November 10th [3]