甲醇聚烯烃早报-20260317

Report Information - Report Name: Methanol Polyolefin Morning Report [1] - Date: March 17, 2026 [1] - Team: Research Center Energy and Chemicals Team [1] Methanol - On March 16, 2026, the prices were as follows:动力煤期货 801, Jiangsu spot 2850, South China spot 2855, Lunan discounted to the market 2750, Southwest discounted to the market 2450, Hebei discounted to the market 2600, Northwest discounted to the market 2795, CFR China 381, CFR Southeast Asia 510, import profit -339, main contract basis 25, and on - disk MTO profit -1106 [2] - The daily changes on March 16 compared to the previous day were:动力煤期货 0, Jiangsu spot 25, South China spot 5, Lunan discounted to the market 0, Southwest discounted to the market 0, Hebei discounted to the market 0, Northwest discounted to the market 35, CFR China 0, CFR Southeast Asia 0, import profit 0, main contract basis 0, and on - disk MTO profit 0 [2] Plastic - On March 16, 2026, the prices were as follows: Northeast Asia ethylene 1150, North China LL 8480, East China LL 8775, East China LD 10550, East China HD 8900, LL in US dollars 1095, LL in US Gulf 1127, import profit -743, main futures 8416, basis -50, two - oil inventory 82, and warehouse receipts 7851 [4] - The daily changes on March 16 compared to the previous day were: Northeast Asia ethylene 0, North China LL 330, East China LL 300, East China LD 25, East China HD 350, LL in US dollars 0, LL in US Gulf 0, import profit 0, main futures 0, basis 0, two - oil inventory 0, and warehouse receipts -50 [4] PP - On March 16, 2026, the prices were as follows: Shandong propylene 8000, Northeast Asia propylene 1110, East China PP 9130, North China PP 8695, Shandong powder 8610, East China co - polymer 8924, PP in US dollars 1185, PP in US Gulf 1270, export profit 35, main futures 8603, basis 150, two - oil inventory 82, and warehouse receipts 19427 [10] - The daily changes on March 16 compared to the previous day were: Shandong propylene 0, Northeast Asia propylene 0, East China PP 280, North China PP 190, Shandong powder 180, East China co - polymer 184, PP in US dollars 0, PP in US Gulf 0, export profit 0, main futures 0, basis 0, two - oil inventory 0, and warehouse receipts 0 [10] PVC - On March 16, 2026, the prices were as follows: Northwest calcium carbide 2550, Shandong caustic soda 702, calcium carbide method - East China 5750, ethylene method - East China 5500, calcium carbide method - South China 5450, calcium carbide method - Northwest 5550, import price in US dollars (CFR China) 840, export profit 537, Northwest comprehensive profit 356, North China comprehensive profit -244, and basis (high - end delivery product) -30 [11] - The daily changes on March 16 compared to the previous day were: Northwest calcium carbide 0, Shandong caustic soda 5, calcium carbide method - East China 100, ethylene method - East China 0, calcium carbide method - South China 0, calcium carbide method - Northwest 250, import price in US dollars (CFR China) 0, export profit 0, Northwest comprehensive profit 0, North China comprehensive profit 0, and basis (high - end delivery product) 0 [11]