- The main crude oil futures contract fluctuated during the week this week. As of Friday's close, the SC crude oil main contract closed at 566.3 yuan/barrel, down 0.65% from last Friday's close.
- 截至期货市场周五收盘,甲醇合约今日小幅减仓,加权甲醇合约头寸5,161手,05主力合约头寸4,966手。加权合约盘中走势全天震荡下行,收盘整体下跌0.8%。
- RU 2405月合约本周开盘报13,800点,最高13,950点,最低13,635点。收盘于13,875点,上涨105点,成交量为1,025,916手,未平仓量为160,139手。
- 煤炭需求持续疲软,产业链下游库存持续上升,钢厂下调煤炭价格意愿强烈。本周,第二轮可乐发货已经落地。日照港准一级湿熄焦收盘价为2,340元/吨,出库价为2,300元/吨。吨,相当于仓单成本约2,510元/吨。第二轮焦降价后,焦主力合约仍小幅打折。
- 从基本面来看,中国大陆的初创企业基本稳定。本周卓创甲醇平均开工率为71.35%,西北地区开工率为82.72%,较上周略有上升。九泰托克200万吨/年甲醇装置将于2024年1月安装。1月5日至11日期间关闭。陕西卫华40万吨级机组10日开始为期7天的检修。西南天然气厂于25日重启,九园和四川威分别于25日和9日重启。
- Fundamental overview: According to the Natural Rubber Network, the main production areas at home and abroad are approaching the off-season of supply, coupled with the replenishment of upstream factories, raw material prices are firm