甲醇聚烯烃早报-20260324

1. Report Information - Report Title: Methanol Polyolefin Morning Report [1] - Report Date: March 24, 2026 [1] - Research Team: Energy and Chemicals Team of the Research Center [1] 2. Methanol Market Price Data - From March 17 to March 23, 2026, the price of动力煤期货 remained stable at 801. The price of江苏现货 increased from 2845 to 3290, 华南现货 from 2845 to 3325, 鲁南折盘面 from 2785 to 2985, 西南折盘面 remained at 2450, 河北折盘面 from 2710 to 2760, 西北折盘面 from 2800 to 3003, CFR中国 from 386 to 382, CFR东南亚 remained at 555, 进口利润 remained at -88, 主力基差 remained at 10, and 盘面MTO利润 remained at -1106 [2]. Daily Changes - On March 23 compared to March 20, the price of江苏现货 increased by 205, 华南现货 by 235, 鲁南折盘面 by 105, 河北折盘面 by 60, and 西北折盘面 by 88 [2]. 3. Plastic Market Price Data - From March 17 to March 23, 2026, the price of东北亚乙烯 increased from 1250 to 1400, 华北LL remained at 8600, 华东LL increased from 8550 to 9125, 华东LD increased from 10550 to 11050, 华东HD increased from 8850 to 9000, LL美金 remained at 1125, LL美湾 remained at 1291, 进口利润 remained at -817, 主力期货 increased from 8496 to 9523, 基差 remained at -50, 两油库存 remained at 81, and 仓单 decreased from 7851 to 6371 [5]. Daily Changes - On March 23 compared to March 20, the price of华东LL increased by 475, 华东LD by 450, 华东HD by 300, 主力期货 by 705, and 仓单 decreased by 30 [5]. 4. PP Market Price Data - From March 17 to March 23, 2026, the price of山东丙烯 increased from 8000 to 9000, 东北亚丙烯 increased from 1080 to 1180, 华东PP increased from 8870 to 9865, 华北PP increased from 8583 to 9325, 山东粉料 increased from 8410 to 9240, 华东共聚 increased from 8840 to 9460, PP美金 remained at 1215, PP美湾 remained at 1325, 出口利润 remained at 160, 主力期货 increased from 8671 to 9793, 基差 remained at 150, 两油库存 remained at 81, and 仓单 decreased from 17670 to 15927 [12]. Daily Changes - On March 23 compared to March 20, the price of山东丙烯 increased by 450, 东北亚丙烯 by 30, 华东PP by 830, 华北PP by 625, 山东粉料 by 790, 华东共聚 by 540, 主力期货 by 774, and 仓单 decreased by 124 [12]. 5. PVC Market Price Data - From March 17 to March 23, 2026, the price of西北电石 remained at 2650, 山东烧碱 increased from 702 to 722, 电石法 - 华东 increased from 5700 to 6000, 乙烯法 - 华东 remained at 5500, 电石法 - 华南 remained at 5450, 电石法 - 西北 increased from 5450 to 5630, 进口美金价 (CFR中国) remained at 1050, 出口利润 remained at 2011, 西北综合利润 remained at 356, 华北综合利润 remained at -244, and 基差 (高端交割品) remained at -30 [13][14]. Daily Changes - On March 23 compared to March 20, the price of山东烧碱 increased by 20, 电石法 - 华东 by 270, and 电石法 - 西北 by 180 [14].