甲醇数据日报-20251114

Report Summary 1. Report Industry Investment Rating - No information provided in the given content. 2. Core Viewpoints - The methanol market remained stable overall today, with a market average price of approximately 1,977 yuan/ton, unchanged from the previous working day. Regional prices showed a steady and adjusted trend, with prices in Inner Mongolia, Shaanxi and other places remaining stable or fluctuating slightly, and prices in coastal and key regions such as Shandong and Taicang maintaining within a specific range. The main methanol futures fluctuated narrowly during the day, the basis trend was stable, and the coastal spot prices were slightly adjusted following the market. High port inventories put pressure on the market, resulting in a dull sentiment among buyers to enter the market and a general negotiation atmosphere. The demand side was differentiated. Some olefin plants in the northwest continued to purchase methanol externally, supporting the local market, but the demand from traditional downstream industries was weak. Most factories' raw material inventories were at medium to high levels and only made purchases as needed, with low acceptance of high - priced methanol. The inland market prices were narrowly adjusted under the interweaving of multiple and short factors [4]. 3. Key Data Summary Spot Market | Region | Present Value (yuan/ton) | Previous Value (yuan/ton) | Increase | | --- | --- | --- | --- | | Taicang | 2072 | 2072 | 0 | | Inner Mongolia North Line | 2005 | 2008 | -3 | | Shaanxi Guanzhong | 1945 | 1945 | 0 | | Xinjiang (outside the region) | 1620 | 1620 | 0 | | Shandong Linyi | 2180 | 2180 | 0 | | Henan | 2060 | 2055 | 5 | [1] Futures Market | Contract | Present Value (yuan/ton) | Previous Value (yuan/ton) | Increase | | --- | --- | --- | --- | | MA2601 | 2103 | 2108 | -0.24% | | MA2605 | 2209 | 2208 | 0.05% | [1] Transaction Price Range in Taicang on November 13th - 11:00 - 2080 - 2090 - 01:00 - 20 - 18 - 01:00 + 12 + 15 - 12:00 PM - 2115 - 2120 [1][3] Device Status - Shandong Yankuang Group Guohong's 640,000 - ton/year coal - to - methanol plant started double - furnace operation today and is expected to resume in about a week. - Yulin Kaiyue Coal Chemical's 700,000 - ton/year coal - to - methanol plant stopped for maintenance on October 10th. There was a problem with the boiler on November 11th, and it is expected to resume in 2 - 3 days. [3]