甲醇产业链数据周报：单体压制仍然明显，甲醇维持空配。

戴一帆从业资格证号：F3046357投资咨询证号：Z0015428甲醇产业链数据周报：单体压制仍然明显，甲醇维持空配。 01由于物流逐步停滞，运费上涨，河南、山东等地区价格上行比较明显，其余地区价格波动不大，产业链整体价格偏强，但是尴尬的是单体走势仍然很弱。周度产业链价格总览：合约今日上周周涨跌上月月涨跌价差今日上周周涨跌上月月涨跌01合约25442616-72253771-5价差-105-4-101-29-7605合约26492620292566835-9价差-50-5-211609合约26542620342587679-1价差11041065060今日上周周涨跌上月月涨跌今日上周周涨跌上月月涨跌南线20252040-152030-5鲁南250024505025000北线20402060-202075-35河北2440242515241030关中21602130302195-35山西23202365-45229030河南25102395115247535华南26202590302690-70鲁北256024251352375185太仓 26452675-302680-35今日上周周涨跌上月月涨跌今日上周周涨跌上月月涨跌CFR中国319315430118CFR印度333325.57.528350CFR东南亚384.5371.51335628.5FOB鹿特丹303.25305.5-2.253012.25CFR日韩36235573539FOB美湾(美分/加仑）98.25102.25-487.2511今日上周周涨跌上月月涨跌今日上周周涨跌上月月涨跌乙烯（美金）800830-30890-90MEG419839702284009189丙烯（美金）885890-5900-15EO6100610006800-700丁二烯（美金）93087060770160醋酸2875287504009-1134PE80508150-1008250-200甲醛9801000-201080-100PP77007700077000二甲醚41203880240410020PVC#N/A#N/A#N/A#N/A#N/AMTBE65506500506850-300期货国内市场国际市场下游价格 02150020002500300035002022-08-262022-09-262022-10-262022-11-262022-12-26区域价格汇总太仓北线关中山西河南河北鲁北广东区域价格：1,0001,5002,0002,5003,0003,5004,0004,500太仓价格20202021202220231,0001,5002,0002,5003,0003,5004,0004,500北线价格20202021202220231,0001,5002,0002,5003,0003,5004,0004,500鲁北价格2020202120222023 03月差、基差：-2000200400600800100011/112/112/311/302/293/304/295年区间5年均值2205基差2305基差-200-10001002003004001/11/313/13/314/305年区间5年均值2205-22092305-2309-250-501503505503/13/314/305/306/297/298/285年区间5年均值2109基差2209基差-200-160-120-80-40040805/15/316/307/308/295年区间5年均值2109-22012209-2301-150-50501502503504505506509/110/110/3111/3012/305年区间5年均值2201-22052301-2305-350-250-150-50501502503504505506507/17/318/309/2910/2911/2812/285年区间5年均值2201基差2301基差 04-1500-1000-5000500100015002000160021002600310036004100460051002021-08-052021-09-052021-10-052021-11-052021-12-052022-01-052022-02-052022-03-052022-04-052022-05-052022-06-052022-07-052022-08-052022-09-052022-10-052022-11-052022-12-052023-01-05内蒙古煤制利润利润（右轴）北线市场价内蒙古煤制成本利润情况：-2000-1500-1000-5000500100018002300280033003800430048002021-08-052021-09-052021-10-052021-11-052021-12-052022-01-052022-02-052022-03-052022-04-052022-05-052022-06-052022-07-052022-08-052022-09-052022-10-052022-11-052022-12-052023-01-05山东煤制成本利润（右轴）山东中部市场价山东煤制成本-2003008001300180018002300280033003800430048002021-08-052021-09-052021-10-052021-11-052021-12-052022-01-052022-02-052022-03-052022-04-052022-05-052022-06-052022-07-052022-08-052022-09-052022-10-052022-11-052022-12-052023-01-05焦炉气制利润利润（右轴）河北市场价河北焦炉气制成本-700-200300800130018001800230028003300380043002021-08-052021-09-052021-10-052021-11-052021-12-052022-01-052022-02-052022-03-052022-04-052022-05-052022-06-052022-07-052022-08-052022-09-052022-10-052022-11-052022-12-052023-01-05西南天然气制利润利润（右轴）川渝市场价西南天然气制成本 0555%60%65%70%75%80%甲醇全国开工率201820192020202120222023开工率：55%60%65%70%75%80%85%90%西北甲醇开工率20182019202020212022202350%55%60%65%70%75%甲醇非一体化开工率202020212022202321.52222.52323.52424.5252023甲醇日产（检修预测） 0650%55%60%65%70%75%80%85%90%95%MTO开工率201820192020202120222023MTO开工率：20%30%40%50%60%70%80%90%100%华东MTO开工率202020212022202302468101214162022年MTO日耗加总沿海MTO日耗加总内地MTO日耗加总•鲁西循环水故障重启推迟，中原乙烯春节前不会回归。兴兴上周末重启。 07传统下游开工率：30%40%50%60%70%80%90%氯化物开工率2020202120222023•下游整体变动不大，整体受到疫情影响，叠加季节性走弱。30%35%40%45%50%55%甲醇传统下游加权开工率20182019202020212022202320%25%30%35%40%45%50%55%60%65%MTBE开工率20182019202020212022202345%55%65%75%85%95%105%醋酸开工率2018201920202021202220235%10%15%20%25%30%二甲醚开工率20182019202020212022202320%30%40%50%60%70%80%90%DMF开工率2018201920202021202220230%5%10%15%20%25%甲缩醛开工率201820192020202120222023 088001,0001,2001,4001,6001,8002,0002,200甲醛价格华南华北山东甲醛：01000002000003000004000005000002021-02-282021-03-312021-04-302021-05-312021-06-302021-07-312021-08-312021-09-302021-10-312021-11-302021-12-312022-01-312022-02-282022-03-312022-04-302022-05-312022-06-302022-07-312022-08-312022-09-302022-10-312022-11-302022-12-31甲醛月产量甲醛月产量700900110013001500170019002100甲醛成本201820192020202120222023-150-5050150250350450甲醛利润201820192020202120222023 09二甲醚：2000250030003500400045005000550060006500河南二甲醚价格2018201920202021202220232000250030003500400045005000550060006500河南二甲醚成本201820192020202120222023-600-400-2000200400600800河南二甲醚利润20182019202020212022202310%12%14%16%18%20%22%24%0.91.01.11.21.31.41.51.61.72019/1/12020/1/12021/1/12022/1/1LPG/DME与DME开工率相关性LPG/DMEDME开工率 010MTBE：60,00070,00080,00090,000100,000110,000120,000山东下游库存20202021202220233,0004,0005,0006,0007,0008,0009,00010,0002017-07-272018-07-272019-07-272020-07-272021-07-272022-07-27市场价(现货基准价):MTBE:全国:日2500350045005500650075008500MTBE成本201820192020202120222023-1500-1000-50005001000150020002500MTBE利润201820192020202120222023 011比价：-2000-10000100020003000PP-3MA2018201920202021202220232.03.04.05.06.07.0MA/ZC比价2018201920202021202220232.53.03.54.04.55.05.5PE/MA比价2018201920202021202220232.53.03.54.04.5PP/MA比价2018201920202021202220230.81.01.21.41.61.82.0MA/UR比价201820192020202120222023 012坑口煤价图： 13南华期货股份有限公司地址：浙江省杭州市上城区富春路136号横店大厦演讲人：戴一帆电话：13575737718邮箱：daiyifan@nawaa.com股票简称：南华期货股票代码：603093南华期货微信公众号 客服热线400 8888 910Thank You!