要闻 来源:东海期货 时间:2022-11-02 15:54:21
【资料图】
宏观仍受经济衰退的悲观影响,原油价格尚且存在一定支撑。单边价格悲观预期兑现、煤炭成本偏高情况下继续下行受阻,暂时偏弱震荡。或在11月甲醇天然气装置限气的供应缩减中修复。
甲醇基本面上港口略显强势,高基差、低库存,近强远弱。进口的修复和需求偏弱形成对比,港口现货有走弱预期,预计基差走弱,关注期现反套。成本利润亏损,支撑明显。成本支撑依然明。进入11月,北方供暖开始,对煤炭需求逐步提升,价格或有支撑。
(文章来源:东海期货)
标签: 东海期货
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