原材料成本持续反弹，甲醇期货价格获得支撑

1.Marketreviewandoutlook

截至周五收盘，期货市场themethanolcontracthasslightlyreduceditspositiontoday，with5,161positionsintheweightedmethanolcontractand4,966positionsinthe05maincontract.Theweightedcontract，盘中走势全天震荡下行，整体收盘下跌0.8%。

EmergingdownstreamdemandTheaverageoperatingloadrateofChina‘scoal(methanol)toolefinsunitswas88.38%，down1.24%month-on-month.Ithasbeendecliningforthreeconsecutiveweeks，butisstillatamid-to-highhistoricallevel；portinventorieshavestoppedfallingandrebounded.InthethreemajorproductionareasofNorthwestChina，andthesupplysidehasincreased.Althoughthefundamentalcontradictionisnotbig，中国东部和中国北部，开工率上升，供需缺口扩大，whichhassuppressedthepriceofmethanol.Theupstreamrawmaterialcostsideofthecoalmarketstoppedfallingandrebounded，whichprovidedsomesupportformethanolfuturesprices.Short-termmethanolpricefluctuationsareviewedasweak.

技术走势：在小时周期中，afterthepricebrokethroughthesecondarydownwardtrendpressureline，itcameunderpressureandadjustedslightlyattherecenthighpoint.Inthedailycycle，价格再次跌破2350，andtheshort-termlongandshortsideswereatthekeyprice.Thereisfiercecompetitionnearby，和短线预计将波动。

2.IndustryNews

根据Clarkson的统计，2023年，therewere72ordersformethanoldual-fuelpoweredcontainershipswithadeadweightof8.869million，whileordersforLNGdual-fuelpoweredcontainershipswereonly43withadeadweightof5.916million.Comparedwithlastyear，ordersforLNGdual-fuelpoweredcontainershipswereashighas103withadeadweightof12.613milliontons，whileordersformethanoldual-fuelpoweredcontainershipswereonly34withadeadweightof5.640million.Fromthispointofview，theorderscaleofmethanoldual-fuelpowercontainershipsin2023hascompletelysurpassedthatofLNGdual-fuelpowercontainerships.BytheendofDecember2023，在载重量吨位之间，theproportionofmethanoldual-fuelpoweredshipsintheglobalcontainershiporderbookhasreached31.6%，和LNG双燃料船舶，占40.4%，formedthe“twostrongones”ofenvironmentallyfriendlyfuelships.“pattern.

CSSCTongliaoCity’s500,000-kilowattwindpowerhydrogenproductionandmethanolintegrateddemonstrationproject-hydrogenproductionandmethanolprojecthasbeenregistered.