甲醇数据日报-20260206

Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - The methanol market is in a volatile pattern where short - term real - world pressure and medium - term positive expectations are in a tug - of - war. In the short term, price increases are weak due to factors like downstream plant overhauls, seasonal weakness in traditional demand, and high port inventories. However, the core bullish logic for the medium term remains intact. There will be a contraction in imported supply due to overseas plant shutdowns, coal prices are stabilizing to support costs, and demand is expected to pick up after the Spring Festival. The market structure shows a divergence between smooth inventory clearance inland and expected inventory reduction at ports. Short - term volatility provides an opportunity for medium - term investment. It's advisable to consider building long positions in batches near the support area and set stop - losses, waiting for the market to regain upward momentum when post - festival demand recovery and import contraction resonate [5] Group 3: Summary of Each Section Spot Market - Prices and Changes: In the spot market, the current prices in Inner Mongolia North Line, Shaanxi Guanzhong, Guangdong, Taicang, Shandong Dongying, and Henan are 2212, 2215, 1798, 1870, 2155, and 2005 respectively. Compared with the previous values, the prices in Inner Mongolia North Line decreased by 26 and 20, while those in other regions remained unchanged [1] Futures Market - Prices and Changes: For futures, the current prices of MA2603 and MA2605 are 2200 and 2225 respectively, with a decline of 2.35% and 2.37% compared to the previous values [1] - Market Performance: The methanol futures market opened higher and then declined in the morning and fluctuated narrowly in the afternoon. In the spot market, there were rigid - demand negotiations, some unilateral high - selling and low - buying operations in the forward paper market, a strengthening basis, and the overall trading volume was average [1] Taicang Transaction Price Range - The all - day transaction price range in Taicang is 2210 - 2240 and 2235 - 2260 [3]