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宝城期货甲醇早报-20250612
Bao Cheng Qi Huo· 2025-06-12 05:21
Group 1: Report Industry Investment Rating - No relevant content Group 2: Core View of the Report - The domestic methanol futures 2509 contract is expected to maintain a slightly stronger than volatile trend on Thursday, with a short - term, medium - term, and intraday view of being volatile, and a reference view of running stronger [1][5] Group 3: Summary According to Related Catalogs Methanol Market Analysis - **Price Movement**: On Wednesday night, the domestic methanol futures 2509 contract slightly rose 0.35% to 2288 yuan/ton [5] - **Driving Factors** - **Macro - factors**: Positive signals from the phone call between Chinese and US leaders, an invitation for the US to visit China, and a consensus on tariffs in London have led to an improvement in the macro - factor as optimism rises [5] - **Industrial Factors**: The domestic methanol supply pressure has increased again, downstream demand improvement is limited, the futures contract profit of methanol - to - olefins has declined, and the port inventory is difficult to further reduce. With an expected increase in imports, the future social inventory accumulation pressure is rising [5]