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甲醇数据日报-20250821
Guo Mao Qi Huo· 2025-08-21 07:39
Report Summary 1) Report Industry Investment Rating No information provided in the given content. 2) Report's Core View - The methanol price in many domestic regions increased slightly yesterday. The inventory of enterprises in the main production areas in the northwest is at a low level, the willingness of downstream and traders to replenish at low prices has increased, and the transaction price of enterprise auctions has risen. The positive sentiment in the futures market has driven smooth new - order transactions in the afternoon, and some enterprises have stopped selling and supported prices, pushing up the spot price. The downstream is mainly on the sidelines, and the procurement has become more rational after the previous low - price replenishment. The market trend needs to pay attention to the downstream procurement transactions on Tuesday. - In the short term, the methanol price will fluctuate within a range. In the medium to long term, the methanol spot market may change from strong to weak oscillation. [1] 3) Summary by Relevant Catalog Price - The prices of most energy and chemical products remained stable on August 19 - 20, 2025, with only a few showing changes. For example, the price of Sichuan - Chongqing liquefied gas increased by 10 yuan to 4140 yuan, the price of international natural gas decreased by 0.09 to 10.43, and the price of MTBE decreased by 20 yuan to 4980 yuan. The price of methanol in many domestic regions increased slightly, with the price in Taicang rising by 20 yuan to 2290 yuan, and the price in Shandong rising by 10 yuan to 2290 yuan. [1] Supply - Domestic methanol production decreased by 360 to 270205, and the domestic operating rate decreased by 0.11 to 83.65, while the international operating rate remained unchanged at 71.67. The arrival quantity of imports remained unchanged at 38.84. [1] Inventory - Both enterprise inventory and port inventory remained unchanged, at 295573 and 1021800 respectively. [1] Demand - The order backlog remained unchanged at 219365. The operating rates of various downstream products of methanol remained stable, such as the MTO operating rate at 83.12, the dimethyl ether operating rate at 7.15, and the formaldehyde operating rate at 41.54. [1] Associated Product Prices - The prices of most associated products remained stable, with only MTBE showing a decrease of 20 yuan to 4980 yuan. [1]
甲醇数据日报-20250711
Guo Mao Qi Huo· 2025-07-11 03:11
Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - In the short term, methanol prices will fluctuate within a range, and in the long term, the methanol spot market may shift from strong to weak and fluctuate [1] Group 3: Summary by Relevant Catalog Price Indicators - On July 10, 2025, the prices of most energy - chemical products remained stable, with slight increases in international natural gas, methanol in Taicang and Shandong, and domestic production. For example, international natural gas rose from 11.64 to 11.72, methanol in Taicang increased from 2375.00 to 2380.00, and domestic production rose from 273125.00 to 274675.00 [1] Supply - Domestic methanol production and start - up rate increased slightly. Domestic production increased by 1550.00 to 274675.00, and the domestic start - up rate rose from 84.84 to 85.32 [1] Inventory - Both enterprise and port inventories of methanol remained unchanged, with enterprise inventory at 352280.00 and port inventory at 673660.00 [1] Demand - Orders to be delivered remained stable at 233250.00 [1] Associated Product Prices - The prices of associated products such as formaldehyde, dimethyl ether, and acetic acid remained unchanged on July 10, 2025 [1]
甲醇数据日报-20250529
Guo Mao Qi Huo· 2025-05-29 09:56
Report Summary 1) Report Industry Investment Rating No information provided. 2) Core View of the Report - In the short term, methanol prices will fluctuate within a range. In the medium to long term, the methanol spot market may shift from a strong to a weak - oscillating trend [1]. 3) Summary by Relevant Catalogs Spot Price - Methanol prices in multiple domestic regions showed minor adjustments. The price in Inner Mongolia decreased by 170 to 1850, while in Shandong it increased by 10 to 2130. International prices remained mostly unchanged [1]. Supply - Domestic methanol production and domestic and international start - up rates were relatively stable, with the international start - up rate decreasing by 3.65 to 66.50 [1]. Inventory - Both enterprise and port inventories remained unchanged at 336010 and 490379 respectively [1]. Demand - Order backlogs remained unchanged at 235206. The formaldehyde market showed mixed trends, and production enterprises adjusted their shipment mechanisms according to inventory [1]. Operation Strategy - The basis strengthened, and trading volume was average. Short - term methanol prices will oscillate within a range, and medium - to long - term spot prices may turn weak [1]. Associated Product Prices - The price of methane chloride increased by 50 to 2250, while MTBE decreased by 60 to 5000. Other associated product prices remained stable [1].
甲醇数据日报-20250521
Guo Mao Qi Huo· 2025-05-21 03:41
Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View of the Report - In the short - term, methanol prices will fluctuate within a range, with the basis strengthening and trading volume being average. In the long - term, the methanol spot market may shift from a strong to a weakening oscillation [1]. 3. Summary by Relevant Catalogs Spot Price - The prices of some coal types (Jincheng big - smoke coal and Inner Mongolia thermal coal) remained unchanged at 1000.00 and 630.00 respectively. Sichuan - Chongqing liquefied gas price stayed at 4450.00. International natural gas price increased from 11.45 to 12.59, a rise of 1.14. Methanol prices in some regions changed: in Taicang, it dropped from 2325.00 to 2295.00; in Inner Mongolia, it decreased from 2120.00 to 2050.00; in Shandong, it went down from 2280.00 to 2260.00. Methanol prices in China, Southeast Asia, Northwest Europe, and the US remained stable. MTBE price increased from 4880.00 to 4920.00, while other related product prices such as formaldehyde, dimethyl ether, glacial acetic acid, and methane chloride remained unchanged [1]. Supply - Domestic methanol production decreased by 500.00 to 281465.00. Domestic methanol operating rate remained at 87.43, while international operating rate dropped from 69.33 to 67.60, a decrease of 1.73 [1]. Inventory - Both enterprise inventory and port inventory of methanol remained unchanged at 303910.00 and 561870.00 respectively [1]. Demand - Order backlog remained at 237780.00. The operating rates of various methanol - related downstream industries such as MTO, secondary chemical plants, formaldehyde, acetic acid, chloride, MTBE, etc., remained stable [1].