甲醇数据日报-20260324

Report Industry Investment Rating - Not provided in the report Core View - The spot price of methanol increased slightly in many places yesterday. The inventory of enterprises in the main production areas in the northwest was at a low level, and the willingness of downstream and traders to replenish at low prices increased. The auction transaction price of enterprises rose. The positive sentiment in the futures market drove the smooth transaction of new domestic orders in the afternoon. Some enterprises stopped selling and supported prices, pushing up the spot price. The downstream was mainly on the sidelines. After replenishing at low prices in the early stage, procurement became more rational. The market trend needs to pay attention to the downstream procurement transaction on Tuesday. In the short term, the methanol price will fluctuate within a range. In the medium and long term, the methanol spot market may change from strong to weak and fluctuate [1]. Summary According to Relevant Catalogs Spot Price - The price of Jincheng anthracite increased from 920.00 to 950.00, with an increase of 30.00. The price of Inner Mongolia steam coal remained unchanged at 630.00. The price of Sichuan and Chongqing liquefied gas increased from 4435.00 to 4530.00, with an increase of 95.00. The price of international natural gas decreased from 21.19 to 20.18, with a decrease of 1.01. The price of methanol in Taicang increased from 2990.00 to 3230.00, with an increase of 240.00. The price of methanol in Inner Mongolia increased from 2255.00 to 2440.00, with an increase of 185.00. The price of methanol in Shandong increased from 2690.00 to 2870.00, with an increase of 180.00. The price of methanol in China, Southeast Asia, Northwest Europe, and the United States remained unchanged [1]. Supply - Domestic methanol production decreased from 298525.00 to 298255.00, with a decrease of 270.00. Domestic methanol start - up rate decreased from 93.54 to 93.45, with a decrease of 0.08. International methanol start - up rate remained unchanged at 46.14. The arrival weight at the port remained unchanged at 12.27 [1]. Inventory - Enterprise inventory and port inventory remained unchanged at 523210.00 and 1312817.00 respectively [1]. Demand - The order backlog remained unchanged at 264840.00. The prices of Hebei coke oven gas, Inner Mongolia coal - to - methanol, Shandong coal - to - methanol, and Shanxi coal - to - methanol increased by 0.00, 21.00, 21.00, and 23.00 respectively. The prices of Sichuan natural gas - to - methanol remained unchanged. The start - up rates of MTO, dimethyl ether, formaldehyde, acetic acid, chloride, and MTBE remained unchanged [1]. Associated Product Prices - The prices of formaldehyde (Shandong), dimethyl ether, acetic acid, methane chloride, and MTBE increased by 135.00, 250.00, 100.00, 100.00, and 630.00 respectively [1]. Operation Strategy - The basis strengthened, and the trading volume was average. In the short term, the methanol price will fluctuate within a range. In the medium and long term, the methanol spot market may change from strong to weak and fluctuate [1].