宝城期货甲醇早报-2025-12-16-20251216

Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core View - The methanol 2605 contract is expected to run weakly, with short - term and medium - term trends being oscillatory and the intraday trend being weak [1][5]. 3. Summary by Related Content - Price Trend and View: The short - term view of methanol 2605 is oscillatory, the medium - term view is oscillatory, and the intraday view is weak, with an overall view of weak operation [1]. - Driving Logic: After the previous positive factors were digested, due to the increasing domestic methanol supply pressure and the sharp correction of domestic coal futures prices, the methanol futures rebound was blocked and entered a correction. Although the port and inland inventories have slightly declined, they remain at a high level. Downstream demand improvement is insufficient, and the olefin disk profit is weakening. On Monday night, the domestic methanol futures maintained an oscillatory and weak trend, and it is expected to maintain this trend on Tuesday [5].