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宝城期货甲醇早报-20250905
Bao Cheng Qi Huo· 2025-09-05 03:21
投资咨询业务资格:证监许可【2011】1778 号 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | 甲醇 2601 | 震荡 | 震荡 | 震荡 偏强 | 偏强运行 | 煤炭期价反弹,甲醇震荡偏强 | 备注: 1.有夜盘的品种以夜盘收盘价为起始价格,无夜盘的品种以昨日收盘价为起始价格,当日日盘收盘 价为终点价格,计算涨跌幅度。 2.跌幅大于 1%为下跌,跌幅 0~1%为震荡偏弱,涨幅 0~1%为震荡偏强,涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点,短期和中期不做区分。 宝城期货甲醇早报-2025-09-05 品种晨会纪要 主要品种价格行情驱动逻辑—商品期货能源化工板块 时间周期说明:短期为一周以内、中期为两周至一月 甲醇(MA) 日内观点:震荡偏强 中期观点:震荡 参考观点:偏强运行 核心逻辑:目前国内外甲醇供应压力依然偏大,下游需求处在淡季阶段,供需结构偏弱导致价格重 心面临下移。本周四夜盘国内煤炭期货价格小幅上涨,导致甲醇期货 2601 合约呈现震荡偏强的走势, 期价小幅收涨 1.18 ...
宝城期货甲醇早报-20250812
Bao Cheng Qi Huo· 2025-08-12 02:06
Report Summary 1) Report Industry Investment Rating No relevant content found. 2) Core Viewpoint of the Report - The methanol 2601 contract is expected to run in a relatively strong manner, showing a short - term, medium - term and intraday trend of stability with short - term and medium - term oscillations and intraday oscillations tending to be strong [1][5]. 3) Summary according to Relevant Catalogue Variety Morning Meeting Summary - For the methanol 2601 contract, the short - term view is oscillation, the medium - term view is oscillation, the intraday view is oscillation tending to be strong, and the reference view is a relatively strong operation. The core logic is that there are differences between long and short positions, and methanol has stabilized in an oscillatory manner [1]. Main Variety Price Market Driving Logic - Commodity Futures Energy and Chemical Sector - As the previous macro - driving force weakens, methanol has returned to a market dominated by a weak supply - demand structure. Currently, the supply pressure of methanol at home and abroad remains high, and downstream demand is in the off - season. The weak supply - demand structure causes the price center to face a downward shift. However, due to the rebound of domestic coal futures prices in the overnight session on Monday, which offsets the weak supply - demand fundamentals of methanol, the methanol futures 2601 contract showed an oscillatory consolidation trend, with the futures price slightly down 0.04% to 2478 yuan/ton. It is expected that the domestic methanol futures 2601 contract may maintain an oscillatory and stable trend on Tuesday [5].