甲醇聚烯烃早报-20260320

Group 1: Methanol - Methanol prices in different regions showed varying degrees of change from March 13 to March 19, with Jiangsu spot rising by 205, South China spot by 250, and Northwest discounted to the market by 80. The import profit remained unchanged, and the main contract basis was 25, while the MTO profit on the disk remained at -1106. The daily change in power coal futures was 0 [2] Group 2: Plastics - From March 13 to March 19, Northeast Asia ethylene prices increased from 1150 to 1280, and prices of various plastics in different regions also changed. For example, North China LL increased by 370, and East China LL by 250. The import profit of LL remained unchanged at -895 on March 19, and the main contract basis was -50. The two - oil inventory remained at 82, and the warehouse receipts decreased by 770 [10] Group 3: Propylene and PP - From March 13 to March 19, Shandong propylene prices increased by 480, Northeast Asia propylene by 30, and prices of various PP products in different regions also rose. The export profit remained at 22, the main contract basis was 150, the two - oil inventory remained at 82, and the warehouse receipts decreased by 1900 [17] Group 4: PVC - From March 13 to March 19, Northwest calcium carbide prices increased by 50, and the price of ethylene - based PVC in East China increased by 70. Other indicators such as import US dollar price, export profit, and comprehensive profits in the Northwest and North China remained unchanged, and the basis (high - end delivery product) was -30 [18][19]