宝城期货甲醇早报-2025-11-13-20251113

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The methanol 2601 contract is expected to run weakly, with a short - term weak trend, a medium - term oscillating trend, and a weak intraday trend. The weak supply - demand situation dominates, and the contract will oscillate weakly. Although the domestic methanol futures 2601 contract showed an oscillating and stable trend on Wednesday night, with the price slightly rising 0.24% to 2107 yuan/ton, it is expected to maintain a weak trend on Thursday [1][5]. 3. Summary by Related Catalog 3.1 Price Trend and View - The short - term view of methanol 2601 is weak, the medium - term view is oscillating, and the intraday view is weak, with a reference view of weak operation [1]. - The domestic methanol futures 2601 contract was oscillating and stable on Wednesday night, with the price slightly rising 0.24% to 2107 yuan/ton, and is expected to be weak on Thursday [5]. 3.2 Core Logic - The US Senate has reached an agreement to end the federal government "shutdown", and market optimism has recovered, boosting investors' risk appetite. However, the domestic methanol operating rate and weekly output remain at a relatively high level, the external import pressure continues to increase, and the methanol inventories at ports in East and South China are high, resulting in a weak supply - demand situation [5].