期货研究报告 晨会纪要 投资咨询业务资格：证监许可【2011】1778 宝城期货甲醇早报-2026-03-06 品种晨会纪要 时间周期说明：短期为一周以内、中期为两周至一月 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | 甲醇 2605 | 震荡 | 震荡 | 震荡 偏弱 | 偏弱运行 | 缺乏基本面支撑，甲醇震荡偏弱 | 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%为弱势，跌幅 0~1%为偏弱，涨幅 0~1%为偏强，涨幅大于 1%为强势。 3.偏强/偏弱只针对日内观点，短期和中期不做区分。 主要品种价格行情驱动逻辑—商品期货能源化工板块 甲醇（MA） 专业研究·创造价值 1 / 2 请务必阅读文末免责条款 期货研究报告 晨会纪要 投资咨询业务资格：证监许可【2011】1778 日内观点：震荡偏弱 中期观点：震荡 参考观点：偏弱运行 核心逻辑：随着美以向伊朗发动军事袭击，中东地缘风险快速升温。由于伊朗甲 ...

Group 1: Report Industry Investment Rating - Not provided Group 2: Core View of the Report - The methanol market is expected to run weakly, with short - term, medium - term, and intraday trends being oscillatory, oscillatory, and oscillatory - weak respectively [1][5] Group 3: Summary by Related Catalog Price and Trend - The methanol 2605 contract is expected to be oscillatory in the short - term and medium - term, and oscillatory - weak intraday, with a reference view of running weakly [1] Driving Logic - During the Spring Festival, the deadlock in the US - Iran nuclear agreement negotiation, US troop reinforcement in the Middle East, and Iran's military exercise in the Strait of Hormuz increased concerns about shipping interruptions. As the short - term geopolitical risk weakens, the domestic supply pressure dominates the methanol market, leading to an oscillatory - weak trend on Wednesday night and an expected similar trend on Thursday [5]