| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2553 | -4 甲醇5-9价差(日,元/吨) | 119 | 20 | | | 主力合约持仓量:甲醇(日,手) | 802920 | -139737 期货前20名持仓:净买单量:甲醇(日,手) | -129444 | -33355 | | | 仓单数量:甲醇(日,张) | 8931 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2450 | 170 内蒙古(日,元/吨) | 1960 | 80 | | | 华东-西北价差(日,元/吨) | 490 | 90 郑醇主力合约基差(日,元/吨) | -107 | -22 | | | 甲醇:CFR中国主港(日,美元/吨) | 297 | 17 CFR东南亚(日,美元/吨) | 330 | 5 | | | FOB鹿特丹(日,欧元/吨) | 328 | 28 中国主港-东南亚价差(日,美元/吨) | -33 | 12 | | 上游情况 | ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2557 | 192 甲醇5-9价差(日,元/吨) | 99 | 101 | | | 主力合约持仓量:甲醇(日,手) | 942657 | -162 期货前20名持仓:净买单量:甲醇(日,手) | -96089 | 15734 | | | 仓单数量:甲醇(日,张) | 8931 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2280 | 135 内蒙古(日,元/吨) | 1880 | 45 | | | 华东-西北价差(日,元/吨) | 400 | NAN 郑醇主力合约基差(日,元/吨) | -85 | -51 | | | 甲醇:CFR中国主港(日,美元/吨) | 280 | 21 CFR东南亚(日,美元/吨) | 325 | 3 | | | FOB鹿特丹(日,欧元/吨) | 300 | 11 中国主港-东南亚价差(日,美元/吨) | -45 | 18 | | 上游情况 | NYM ...

| | | 甲醇产业日报 2026-02-24 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2285 | 97 甲醇5-9价差(日,元/吨) | -19 | 13 | | | 主力合约持仓量:甲醇(日,手) | 745441 | 8040 期货前20名持仓:净买单量:甲醇(日,手) | -79256 | 57961 | | | 仓单数量:甲醇(日,张) | 9994 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2220 | 20 内蒙古(日,元/吨) | 1850 | 0 | | | 华东-西北价差(日,元/吨) | 370 | 15 郑醇主力合约基差(日,元/吨) | -65 | -77 | | | 甲醇:CFR中国主港(日,美元/吨) | 264 | 0 CFR东南亚(日,美元/吨) | 322 | 0 | | | FOB鹿特丹(日,欧元/吨) | 300 | 1 中国主港-东南亚价差(日,美元/吨) | -58 | ...

卸货速度及提货量变动。需求方面，上周国内甲醇制烯烃开工率提升，宁波富德装置重启后负荷提升，山 数据来源第三方，观点仅供参考，市场有风险，投资需谨慎！ 甲醇产业日报 2026-02-10 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2241 | 10 甲醇5-9价差(日,元/吨) | -29 | 7 | | | 主力合约持仓量:甲醇(日,手) | 807371 | -24275 期货前20名持仓:净买单量:甲醇(日,手) | -135647 | 10751 | | | 仓单数量:甲醇(日,张) | 7082 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2210 | 0 内蒙古(日,元/吨) | 1850 | 45 | | | 华东-西北价差(日,元/吨) | 360 | -35 郑醇主力合约基差(日,元/吨) | -31 | -10 | | | 甲醇:CFR中国主港(日,美元/吨) | 264 | 2 CFR东南亚(日,美 ...

卸货速度及提货量变动。需求方面，本周国内甲醇制烯烃开工率提升，宁波富德装置重启后负荷提升，山 数据来源第三方，观点仅供参考，市场有风险，投资需谨慎！ 甲醇产业日报 2026-02-05 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2225 | -54 甲醇5-9价差(日,元/吨) | -47 | -11 -53075 | | | 主力合约持仓量:甲醇(日,手) | 858053 | 36109 期货前20名持仓:净买单量:甲醇(日,手) | -166599 | | | | 仓单数量:甲醇(日,张) | 7082 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2230 | 10 内蒙古(日,元/吨) | 1797.5 | 12.5 | | | 华东-西北价差(日,元/吨) | 432.5 | -2.5 郑醇主力合约基差(日,元/吨) | -49 | -22 | | | 甲醇:CFR中国主港(日,美元/吨) | 265 | 1 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints - Recently, the production loss of domestic methanol due to maintenance and production cuts is less than the output of restored production capacity, leading to an overall increase in production [2] - As the long holiday approaches, upstream factories continue the inventory - clearing/pre - selling strategy, and downstream enterprises make stable pre - holiday purchases. As a result, inland enterprise inventories continue to decline [2] - This week, methanol inventories at ports decreased. The terminal rigid demand in the Yangtze River Delta region remained stable, the提货 volume from mainstream social warehouses was average, and the inventory decreased due to reduced unloading. The inventory at South China ports increased [2] - The short - term expected arrival volume of foreign vessels is likely to increase month - on - month. As the Spring Festival approaches, the提货 volume may decline, and port methanol inventories may accumulate. The extent of inventory accumulation depends on the unloading speed of foreign vessels and changes in the提货 volume [2] - Last week, the domestic methanol - to - olefins operating rate decreased. After the restart of the Ningbo Fude plant, the weekly average operating rate still declined. With the increase in the load of the Ningbo Fude MTO plant, the short - term operating rate of the MTO industry is expected to rise slightly [2] - The MA2605 contract is expected to fluctuate in the range of 2230 - 2300 in the short term [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main methanol contract is 2279 yuan/ton, with a month - on - month increase of 32 yuan/ton; the 5 - 9 spread of methanol is - 36 yuan/ton, with a month - on - month decrease of 4 yuan/ton [2] - The open interest of the main methanol contract is 821,944 lots, an increase of 4,909 lots; the net long position of the top 20 futures holders is - 113,524 lots, an increase of 26,838 lots [2] - The number of methanol warehouse receipts is 7,082, with no month - on - month change [2] 3.2 Spot Market - The price in Jiangsu Taicang is 2230 yuan/ton, an increase of 10 yuan/ton; the price in Inner Mongolia is 1785 yuan/ton, a decrease of 5 yuan/ton [2] - The price spread between East China and Northwest China is 435 yuan/ton, an increase of 5 yuan/ton; the basis of the main Zhengzhou methanol contract is - 49 yuan/ton, a decrease of 22 yuan/ton [2] - The CFR price of methanol at China's main ports is 264 US dollars/ton, a decrease of 1 US dollar/ton; the CFR price in Southeast Asia is 323 US dollars/ton, with no month - on - month change [2] - The FOB price in Rotterdam is 298 euros/ton, with no month - on - month change; the price spread between China's main ports and Southeast Asia is - 59 US dollars/ton, a decrease of 1 US dollar/ton [2] 3.3 Upstream Situation - The price of NYMEX natural gas is 3.38 US dollars/million British thermal units, an increase of 0.12 US dollars/million British thermal units [2] 3.4 Industry Situation - The inventory at East China ports is 107.29 tons, an increase of 4.76 tons; the inventory at South China ports is 39.92 tons, a decrease of 3.3 tons [2] - The import profit of methanol is - 15.5 yuan/ton, a decrease of 1.04 yuan/ton; the monthly import volume is 173.4 tons, an increase of 31.64 tons [2] - The inventory of inland enterprises is 424,100 tons, a decrease of 14,200 tons; the operating rate of methanol enterprises is 91.21%, an increase of 1.29 percentage points [2] 3.5 Downstream Situation - The operating rate of formaldehyde is 33.32%, a decrease of 1.19 percentage points; the operating rate of dimethyl ether is 5.92%, an increase of 0.67 percentage points [2] - The operating rate of acetic acid is 82.27%, an increase of 1.6 percentage points; the operating rate of MTBE is 68.01%, with no month - on - month change [2] - The operating rate of olefins is 80.87%, a decrease of 3.42 percentage points; the on - paper profit of methanol - to - olefins is - 836 yuan/ton, a decrease of 25 yuan/ton [2] 3.6 Option Market - The 20 - day historical volatility of methanol is 23.61%, a decrease of 3.16 percentage points; the 40 - day historical volatility of methanol is 21.44%, a decrease of 0.47 percentage points [2] - The implied volatility of at - the - money call options for methanol is 23.69%, a decrease of 1.1 percentage points; the implied volatility of at - the - money put options for methanol is 23.69%, a decrease of 1.08 percentage points [2] 3.7 Industry News - As of February 4, the inventory of China's methanol sample production enterprises was 36.83 tons, a decrease of 5.58 tons from the previous period, with a month - on - month decrease of 13.16%; the pending orders of sample enterprises were 28.71 tons, an increase of 2.14 tons from the previous period, with a month - on - month increase of 8.05% [2] - As of February 4, the total inventory of methanol at Chinese ports was 141.10 tons, a decrease of 6.11 tons from the previous data. Among them, the inventory in East China decreased by 6.48 tons, and the inventory in South China increased by 0.37 tons [2] - As of January 29, the capacity utilization rate of domestic methanol - to - olefins plants was 81.95%, a month - on - month decrease of 3.2%. The MTO plants of Zhejiang Xingxing, Sierbang, and Shandong Hengtong continued to be shut down, and the Ningbo Fude plant restarted. After hedging, the weekly average operating rate still declined [2]

甲醇产业日报 2026-02-03 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2247 | -5 甲醇5-9价差(日,元/吨) | -32 | -6 | | | 主力合约持仓量:甲醇(日,手) | 817035 | 3725 期货前20名持仓:净买单量:甲醇(日,手) | -140362 | -10556 | | | 仓单数量:甲醇(日,张) | 7082 | -21 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2220 | 0 内蒙古(日,元/吨) | 1790 | 0 5 | | | 华东-西北价差(日,元/吨) | 430 | -30 郑醇主力合约基差(日,元/吨) | -27 | | | | 甲醇:CFR中国主港(日,美元/吨) | 265 | -4 CFR东南亚(日,美元/吨) | 323 | 0 | | | FOB鹿特丹(日,欧元/吨) | 298 | 0 中国主港-东南亚价差(日,美元/吨) | -58 | -4 ...

甲醇产业日报 2026-01-28 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2339 | 35 甲醇5-9价差(日,元/吨) | -21 | 4 | | | 主力合约持仓量:甲醇(日,手) | 824556 | -22263 期货前20名持仓:净买单量:甲醇(日,手) | -114489 | 11889 | | | 仓单数量:甲醇(日,张) | 7595 | -100 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2285 | 20 内蒙古(日,元/吨) | 1797.5 | -7.5 | | | 华东-西北价差(日,元/吨) | 467.5 | -22.5 郑醇主力合约基差(日,元/吨) | -54 | -15 | | | 甲醇:CFR中国主港(日,美元/吨) | 268 | -4 CFR东南亚(日,美元/吨) | 322 | 0 | | | FOB鹿特丹(日,欧元/吨) | 279 | 9 中国主港-东南亚价差(日,美元/ ...

甲醇产业日报 2026-01-27 05合约短线建议在2250-2350区间交易。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价甲醇(日,元/吨) | 2304 | -43 甲醇5-9价差(日,元/吨) | -25 | -12 | | | 主力合约持仓量:甲醇(日,手) | 846819 | -8731 期货前20名持仓:净买单量:甲醇(日,手) | -126378 | -3535 | | | 仓单数量:甲醇(日,张) | 7695 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2265 | -30 内蒙古(日 ...

1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The MTO industry's weekly average operating rate continued to decline last week, and there is an expectation that the domestic methanol - to - olefins operating rate will still decrease. The MA2605 contract should pay short - term attention to the pressure around 2350, avoid chasing up rashly, and it is recommended to wait and see for the time being [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the main methanol contract is 2347 yuan/ton, with a week - on - week increase of 49 yuan/ton. The 5 - 9 spread of methanol is - 13 yuan/ton, with a week - on - week increase of 8 yuan/ton [2] - The position of the main methanol contract is 855,550 lots, with a week - on - week increase of 48,556 lots. The net long position of the top 20 futures is - 122,843 lots, with a week - on - week decrease of 19,632 lots [2] - The number of methanol warehouse receipts is 7,695, with a week - on - week decrease of 50 [2] 3.2 Spot Market - The price in Jiangsu Taicang is 2295 yuan/ton, with a week - on - week increase of 50 yuan/ton; the price in Inner Mongolia is 1795 yuan/ton, with no change [2] - The price difference between East China and Northwest China is 450 yuan/ton, with a week - on - week increase of 20 yuan/ton. The basis of the main Zhengzhou methanol contract is - 52 yuan/ton, with a week - on - week increase of 1 yuan/ton [2] - The CFR price of methanol in the main Chinese port is 267 US dollars/ton, with a week - on - week increase of 3 US dollars/ton; the CFR price in Southeast Asia is 322 US dollars/ton, with no change [2] - The FOB price in Rotterdam is 269 euros/ton, with a week - on - week decrease of 1 euro/ton. The price difference between the main Chinese port and Southeast Asia is - 55 US dollars/ton, with a week - on - week increase of 3 US dollars/ton [2] 3.3 Upstream Situation - The price of NYMEX natural gas is 5.35 US dollars/million British thermal units, with a week - on - week increase of 0.49 US dollars/million British thermal units [2] 3.4 Industry Situation - The inventory in East China ports is 102.53 tons, with a week - on - week decrease of 1.36 tons; the inventory in South China ports is 43.22 tons, with a week - on - week increase of 3.58 tons [2] - The import profit of methanol is - 12.45 yuan/ton, with a week - on - week increase of 3.14 yuan/ton. The monthly import volume is 173.4 tons, with a month - on - month increase of 31.64 tons [2] - The inventory of inland enterprises is 438,300 tons, with a week - on - week decrease of 12,600 tons. The operating rate of methanol enterprises is 89.92%, with a week - on - week decrease of 1.19% [2] 3.5 Downstream Situation - The operating rate of formaldehyde is 34.51%, with a week - on - week increase of 0.28%; the operating rate of dimethyl ether is 5.25%, with a week - on - week increase of 1.51% [2] - The operating rate of acetic acid is 80.67%, with a week - on - week increase of 2.27%; the operating rate of MTBE is 68.01%, with a week - on - week increase of 0.44% [2] - The operating rate of olefins is 84.29%, with a week - on - week decrease of 1.48%. The on - paper profit of methanol - to - olefins is - 1104 yuan/ton, with a week - on - week decrease of 66 yuan/ton [2] 3.6 Option Market - The 20 - day historical volatility of methanol is 22.64%, with a week - on - week increase of 0.52%; the 40 - day historical volatility of methanol is 18.71%, with a week - on - week increase of 0.39% [2] - The implied volatility of at - the - money call options for methanol is 24.88%, with a week - on - week increase of 2.63%; the implied volatility of at - the - money put options for methanol is 24.9%, with a week - on - week increase of 2.64% [2] 3.7 Industry News - As of January 21, the inventory of Chinese methanol sample production enterprises was 43.83 tons, a decrease of 1.25 tons from the previous period, a week - on - week decrease of 2.78%; the pending orders of sample enterprises were 23.83 tons, a slight increase of 0.05 tons from the previous period, a week - on - week increase of 0.21% [2] - As of January 21, the total inventory of Chinese methanol ports was 145.75 tons, an increase of 2.22 tons from the previous data. The inventory in East China decreased by 1.36 tons, while the inventory in South China increased by 3.58 tons. There was a slight accumulation of methanol port inventory this week, with 19.80 tons of obvious foreign vessel unloading during the period, and there were still two vessels being unloaded that were not included [2] - As of January 22, the capacity utilization rate of domestic methanol - to - olefins plants was 85.15%, a week - on - week decrease of 1.78%. The MTO plant of Zhejiang Xingxing continued to be shut down, and the load of individual enterprises continued to decrease [2]