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淡季未见明显累库甲醇成本抬升重心上移

淡季未见明显累库甲醇成本抬升重心上移
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淡季未见明显累库甲醇成本抬升重心上移-期货频道-和讯网

淡季未见明显累库甲醇成本抬升重心上移-期货频道-和讯网
hexun.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from hexun.com Daily Mail and Mail on Sunday newspapers.

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2021/2022榨季甜菜面积减幅超预期，制糖成本增加_期货日报网

2021/2022榨季甜菜面积减幅超预期，制糖成本增加_期货日报网
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今年内蒙古甜菜种植面积减幅超预期！_期市动态_期货_中金在线

今年内蒙古甜菜种植面积减幅超预期！_期市动态_期货_中金在线
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Nei Mongol , Inner Mongolia , National Day , Inner Mongolia Central , Hohhot West , Water Wulanchabu Start , East Region , Inner Mongolia Price , Chinese New Year , னே மங்கோல் , உள் மங்கோலியா , தேசிய நாள் , கிழக்கு பகுதி , சீன புதியது ஆண்டு ,

供应累积不及预期甲醇宽幅震荡-期货频道-和讯网

主要结论
5月甲醇期货价格波动剧烈，整体呈现“Z”字型走势。主力合约2109自4月底2441元/吨连续突破，最高冲至2852元/吨，达到2018年10月以来最高点。截止月底，甲醇期货主力合约月仍有6%左右的涨幅，振幅高达16%。本轮上涨最主要逻辑在于，一方面市场情绪带动，动力煤涨势推动煤化工产业链整体上行，叠加煤炭对甲醇的成本抬升作用。另一方面，甲醇自身基本面来看，港口由于货源紧缺，现货价格坚挺港口基差拉涨，对期货的提振作用。
国内供应维持高位，6月仍有检修计划。截至5月底，国内甲醇整体装置开工负荷为75.71%，较4月上涨1.4个百分点，较去年同期上涨10.87个百分点，仍处于近六年以来的开工上沿。6月目前公布检修计划的产能约有580万吨左右，较5月有所增量，关注政策面对于开工的影响。今年月平均产量576万吨，远高于20年 ....

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