Industry data

1. As of May 8, 2023, the capacity utilization rate of Chinese methyl-leaven samples was 77.62%.

2. As of May 4, 2023, the capacity utilization rate of domestic methanol olefin production unit this week was 78.78%.

Key news

1. Gansu Huating Jia Zhuan’s latest offer this week: for more than 2000 tons, 2,250 yuan/ton, the factory draws cash for 9 days; for 1000-2000 tons, 2,260 yuan/night, for 9 days; for 300-1000 tons, 2,270 yuan/ton, for 7 days; for less than 300 tons, 2,280 yuan/ton, the factory draws cash for 7 days, and Chengke adds 40 yuan/ton.

2. The price of methanase in the mine was reduced by 50 yuan/ton to 2,330 yuan/ton, and the plant’s cash rate was raised. The three furnaces of the 640,000 tons/year coal-to-methanol plant were in operation.

Macro data

1. Gazprom: Gas deliveries to Europe through Ukraine will continue, with 38.6 million cubic meters delivered on Monday.

2. German industrial output fell at a seasonally adjusted monthly rate of -3.4 percent in March, the biggest drop since March 2022.

Viewpoint prompt

1. The short-term Jia Drunk mainland market is still weak, but the supply has peaked, and the demand has not changed significantly. Underperformance is expected in the short term.

2. In the medium and long term, the coal price may be stable, the supply may be sufficient or sustained, and the import volume may be sufficient. The Central Line may also show weakness.

一.price

1.Spot price

[Opinion Today] Today’s spot price index of A drunk 2304. -1, where the spot price of Taicang is 2435, +10, and the price of Inner Mongolia North Line is 2225.0. According to Longzhong’s monitoring of 20 large and medium-sized city prices, 7 of them have seen varying degrees of increase, ranging from 5 to 45 yuan. Today’s northwest A down market local rise, today A static futures plate swing up, some enterprises up the offer after the overall transaction general. At the beginning of the week, traders hold a wait-and-see attitude to the new price, and pay attention to the bidding price of North Lubei in the main selling area tomorrow.