宝城期货甲醇早报-2025-11-14-20251114

1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints 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 [1][5]. - Due to the high domestic methanol operating rate, high weekly output, increasing external import pressure, and high methanol inventories at ports in East and South China, the methanol 2601 contract of domestic methanol futures is expected to maintain a weak trend on Friday [5]. 3. Summary by Related Content Price and Trend - For the methanol 2601 contract, the short - term view is weak, the medium - term view is oscillating, and the intraday view is weak, with an overall reference view of weak operation [1][5]. Driving Logic - The U.S. Senate's agreement to end the federal government "shutdown" has improved market sentiment and boosted investors' risk appetite [5]. - The domestic methanol operating rate and weekly output remain at relatively high levels, external import pressure continues to increase, and methanol inventories at ports in East and South China are high [5]. - The methanol 2601 contract of domestic methanol futures maintained an oscillating and weak trend on Thursday night, and is expected to maintain a weak trend on Friday [5].