甲醇聚烯烃早报-20260327

Report Information - Report Name: Methanol Polyolefin Morning Report [1] - Date: March 27, 2026 [1] - Research Team: Energy and Chemicals Team of the Research Center [1] Methanol - Price Data: From March 20 to March 26, 2026, the price of动力煤期货 remained at 801. The江苏现货 price increased from 3085 to 3265, the华南现货 price from 3090 to 3295, the鲁南折盘面 price from 2880 to 3025, the西北折盘面 price from 2915 to 3020. The日度变化 of江苏 and华南 spot prices were 220 and 155 respectively, and the鲁南折盘面 price increased by 15 [2]. - Profit Data: The进口利润 remained unchanged, the主力基差 increased by 40, and the盘面MTO利润 remained at -1106 [2]. Plastic - Price Data: From March 20 to March 26, 2026, the东北亚乙烯 price remained at 1400 on March 25 and 26. The华北LL price decreased from 8600 to 8540, the华东LL price from 8650 to 8750, the华东LD price from 10600 to 11000, and the华东HD price from 8700 to 8950. The日度变化 of华北LL and华东LL were -35 and -100 respectively, and the华东LD price increased by 200 [5]. - Profit and Inventory Data: The进口利润 remained unchanged, the主力期货 price increased by 52, the基差 decreased by 50, the两油库存 remained at 83, and the仓单 remained at 4652 [5]. PP - Price Data: From March 20 to March 26, 2026, the东北亚丙烯 price decreased from 9000 to 8800, the山东丙烯 price remained at 1230 on March 25 and 26, the华东PP price increased from 8615 to 8950, the华北PP price from 8700 to 8975, and the山东粉料 price from 8760 to 8830. The日度变化 of东北亚丙烯 was -170, and the华东PP and华北PP prices increased by 335 and 275 respectively [10]. - Profit and Inventory Data: The出口利润 remained unchanged, the主力期货 price increased by 145, the基差 remained at -150, the两油库存 decreased by 280, and the仓单 remained at 26 [10]. PVC - Price Data: From March 20 to March 26, 2026, the西北电石 price remained at 2750 on March 25 and 26, the山东烧碱 price remained at 742, the电石法 - 华东 price decreased from 5820 to 5510, and the电石法 - 西北 price decreased from 5600 to 5350. The日度变化 of电石法 - 华东 and电石法 - 西北 were -10 and -100 respectively [10][11]. - Profit Data: The西北综合利润 and华北综合利润 remained at 356 and -244 respectively, and the基差 (高端交割品) remained at -170 [10][11].