宝城期货甲醇早报-2026-01-09-20260109

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - The short - term view of methanol 2605 is oscillatory, the medium - term view is oscillatory, and the intraday view is weak. It is expected to run weakly [1][5] - The pre - holiday overseas supply "hard contraction" was the key factor supporting the upward movement of methanol prices. The supply in Iran, a major import source, is severely disrupted. The reduction of domestic port methanol inventory led to the recovery of port spot prices, strengthening the basis and boosting bullish sentiment. After the previous positive factors were digested, and with the high - level correction of domestic coal futures prices, methanol futures showed an oscillatory and weak trend on Thursday night and may maintain this pattern on Friday [5] Group 3: Summary by Related Catalogs Methanol 2605 Analysis - Short - term: oscillatory [1] - Medium - term: oscillatory [1] - Intraday: weak [1] - View reference: weak operation [1] - Core logic: coal price decline leads to the oscillatory and weak trend of methanol [1] Methanol (MA) Price and Market Analysis - Intraday view: weak [5] - Medium - term view: oscillatory [5] - Reference view: weak operation [5] - Core logic: pre - holiday overseas supply contraction, supply disruption in Iran, inventory reduction at domestic ports, and then the digestion of positive factors and coal price correction [5]