甲醇数据日报-20251216

Report Industry Investment Rating - Not provided Core Viewpoint - The methanol price will fluctuate within a range in the short term, and the methanol spot market may shift from strong to weak in the medium to long term [1] Summary by Relevant Catalogs Spot Price - Methanol prices in many domestic regions increased slightly yesterday. In the northwest main production area, enterprise inventories were at a low level. Downstream and traders had a stronger willingness to replenish at low prices, leading to higher auction transaction prices. The positive sentiment in the futures market drove smooth new - order transactions in the afternoon, and some enterprises stopped selling to support prices, pushing up the spot price. However, downstream buyers were mainly on the sidelines, and procurement became more rational after the previous low - price replenishment. The market trend depends on the downstream procurement transactions on Tuesday [1] Supply - Domestic methanol production was 292,325.00, an increase of 300.00; domestic operating rate was 90.10%, an increase of 0.09%; international operating rate remained unchanged at 62.43% [1] Inventory - Arrival volume, enterprise inventory, and port inventory remained unchanged at 37.60, 361,320.00, and 1,349,430.00 respectively [1] Demand - Order backlog remained unchanged at 239,715.00 [1] Cost - The costs of some coal - based methanol production decreased, such as the cost of Inner Mongolia coal - based methanol decreased by 10.50 to 2,091.50, and the cost of Shandong coal - based methanol decreased by 10.50 to 2,341.50 [1] Operating Rate - The operating rates of MTO, dimethyl ether, formaldehyde, acetic acid, chlorides, MTBE, etc. remained unchanged [1] Associated Product Prices - The prices of some associated products changed slightly, such as the price of methane chloride increased by 20.00 to 1,760.00, and the price of MTBE increased by 10.00 to 4,930.00 [1]