您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [弘业期货]:2024甲醇年报:需求深广双增 醇价产能压制或打破 - 发现报告

2024甲醇年报:需求深广双增 醇价产能压制或打破

2023-12-29 王来富 弘业期货 严宏志19905053625
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目录 1市场概况.......................................................................................................................5 2.1原油市场.............................................................................................................82.2天然气市场..........................................................................................................92.3国内煤炭市场....................................................................................................10 3产业基本面——甲醇供给端.........................................................................................10 3.1国内甲醇产能状况.............................................................................................103.2国内甲醇生产情况..............................................................................................113.3国内甲醇进口情况.............................................................................................13 4产业基本面——甲醇需求端........................................................................................14 4.1新兴下游需求....................................................................................................144.2传统下游需求....................................................................................................16 5产业基本面——国内库存............................................................................................18 5.1沿海港口库存....................................................................................................185.2国内期货库存....................................................................................................19 6总结展望....................................................................................................................19 联系方式…………………………………………………………………………………………..21分析师声明………………………………………………………………………………………..21免责声明…………………………………………………………………………………………..21