市场快讯：地缘冲突有外溢风险，甲醇持续偏强运行

Report Summary 1) Report Industry Investment Rating No relevant content provided 2) Core Viewpoints - Geopolitical conflicts have a risk of spilling over, and methanol continues to operate strongly. The methanol market is facing a situation of weak reality and strong expectations, and attention should be paid to the actual impact of the spill - over of geopolitical conflicts. It is recommended to adopt a bullish mindset [1][3] - As of the time of publication, the main methanol contract has risen by more than 3%, approaching the 2,300 yuan/ton mark. The port methanol quotation today is 2,260 yuan/ton [3] - The US attacked Venezuela over the weekend, escalating the geopolitical conflict risk. Although the direct impact on methanol is relatively limited, there is still a risk of spill - over, mainly concerning the situation in the Middle East [3] - Both ports and inland areas accumulated inventories last week. The import volume upon arrival is expected to decrease after mid - January. With the restart plan of the Sangjia olefin plant, methanol still faces a situation of weak reality and strong expectations [3] 3) Summaries by Relevant Catalogs Market Conditions - As of the time of publication, the main methanol contract has risen by more than 3%, approaching the 2,300 yuan/ton mark. According to market news, a large number of US military aircraft suddenly flew to Europe recently, triggering speculation about possible special operations in the region [3] Fundamental Conditions - The port methanol quotation today is 2,260 yuan/ton. The US attack on Venezuela over the weekend escalated the geopolitical conflict risk. Although the Venezuelan oil facilities were not affected, there is still a risk of spill - over, mainly concerning the Middle East situation [3] - Both ports and inland areas accumulated inventories last week. The import volume upon arrival is expected to decrease after mid - January. With the restart plan of the Sangjia olefin plant, methanol still faces a situation of weak reality and strong expectations [3] Operation Suggestions - Hold long positions and do not chase high prices. Be vigilant about the emotional impact of unexpected events [4]