港口库存兑现快速去库

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The methanol market showed a pattern of opening low and closing high. The progress of the US - Iran peace talks affected the chemical sector, and currently it is in the "fighting while talking" stage [3]. - The port inventory of methanol has been rapidly reduced, and the expected import arrivals in April are further dropping to a historical low. The sustainability of port de - stocking is related to the duration of the shutdown of Iranian methanol plants [3]. - The inventory of inland factories continued to decline, the coal - based methanol start - up rate only slightly decreased from a high level, and the scale of spring maintenance was still limited. The start - up rate of traditional downstream industries increased [3]. 3. Summary by Relevant Catalogs I. Methanol Basis & Inter - period Structure - Multiple figures are presented to show the basis between methanol in different regions (such as Taicang, Lunan, Inner Mongolia North Line, etc.) and the main futures contract, as well as the price differences between different methanol futures contracts (e.g., methanol 01 - 05, 05 - 09, 09 - 01) [6][7][16] II. Methanol Production Profit, MTO Profit, and Import Profit - Figures display the production profit of coal - based methanol in Inner Mongolia, the MTO profit in East China (PP&EG type), and the import price difference between Taicang methanol and CFR China, as well as price differences between CFR Southeast Asia, FOB US Gulf, FOB Rotterdam and CFR China [6][25][26] III. Methanol Start - up and Inventory - Figures show the total port inventory of methanol, the start - up rate of MTO/P (including integrated ones), the sample inventory of inland factories, and the start - up rate of Chinese methanol (including integrated ones) [6][33][39] IV. Regional Price Differences - Figures present the price differences between different regions, such as Lubei - Northwest - 280, East China - Inner Mongolia - 550, Taicang - Lunan - 250, etc. [6][36][44] V. Traditional Downstream Profits - Figures show the production gross profits of Shandong formaldehyde, Jiangsu acetic acid, Shandong MTBE isomerization etherification, and Henan dimethyl ether [6][46][55]