品种晨会纪要：宝城期货甲醇早报-2026-03-19-20260319

Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - The methanol 2605 contract is expected to run strongly in the short - term (within a week), medium - term (two weeks to a month), and intraday, with a core logic of the escalation of geopolitical risks [1][5] Group 3: Summary by Related Catalogs 1. Time - cycle and Viewpoint Summary - Short - term (within a week) view of methanol 2605: Oscillating and on the stronger side [1] - Medium - term (two weeks to a month) view of methanol 2605: Oscillating and on the stronger side [1] - Intraday view of methanol 2605: Strong [1] - Reference view: Strong operation [1][5] 2. Price Movement Measurement Standard - For varieties with night trading, the starting price is the night - trading closing price; for those without, it's the previous day's closing price. The ending price is the day - trading closing price to calculate the price change [2] - A decline of more than 1% is considered weak, a decline of 0 - 1% is considered on the weaker side, an increase of 0 - 1% is considered on the stronger side, and an increase of more than 1% is considered strong [3] - The terms "on the stronger side" and "on the weaker side" are only for intraday views, with no distinction for short - term and medium - term views [4] 3. Price Driving Logic - The recent redeployment of US troops in South Korea and Japan to the Middle East and the intensification of the US - Iran conflict have led to an increase in geopolitical risks in the Middle East. The international crude oil futures price remains in a relatively strong pattern. The recent drone attacks by the US and Israel on Iranian oil and gas facilities, Iran's counter - attacks on Middle East oil and gas fields related to the US, and the threat to attack other Middle East oil - producing facilities have boosted the prices of crude oil and natural gas futures, driving up the domestic methanol futures price on Wednesday night. It is expected that the methanol futures will maintain a strong operation pattern on Thursday [5]