周度产业链价格总览:
　　区域价差上看，本周内地继续强势，港口基差持稳，倒流窗口关闭。
　　产业链上看，煤炭价格微反弹、单体继续微走强，甲醇估值上边界缩小。
　　

研究报告全文：20230901F3046357Z0015428F031006061603200403000202800026002400-202200-402000-602011-565065055055045045035025035015025050150-507173183092910291128122850-150-50-25091101103111301230-350-150055-94001000800300600200400100200011131313314300-1001111211231130229330429-200-200099-1051531630730829550-40350-80150-120-5031331430530629729828-160-250-20031801701601601401201501008014060130402012001102021-11-262022-02-262022-03-262022-04-262022-06-262022-07-262022-08-262022-11-262022-12-262023-01-262023-03-262023-04-262023-05-262023-08-262021-12-262022-01-262022-05-262022-09-262022-10-262023-02-262023-06-262023-07-26201920202021202220231151011091051008959078568075570654201920202021202220232019202020212022202341251412013115110121051110095109098588075720182019202020212022202320182019202020212022202322201820161814161210148126104201820192020202120222023201820192020202120222023580908575807075657065606055552019202020212022202320192020202120222023202375706560555020202021202220236USDEUR4505004000350-500300250-1000200-1500150-2000100-2500500-300020172018201920202021202220232017201820192020202120222023NGAUSDMMBTUICETTFEURMWH7350630025052004150310025010201720182019202020212022202320172018201920202021202220237758580707565706065556050554550201920202021202220232019202020212022202385808075757070656065556050552021202220232019002020002021002022002023851904680417036316026502140163011620201920202021202220232019202020212022202341181636143112261021861641126020192020202120222023201920202021202220239MTBE55706550605545504540403535302530202019202020212022202320192020202120222023DMF10530909580257085206075501565405510304552020192020202120222023201920202021202220232019202020212022202340902535802030702515206015105010405503001020192020202120222023202020212022202320192020202120222023650065006000600055005500500050004500450040004000350035003000300025002500200020002019202020212022202320192020202120222023LPGDMEDME80017246001622400152014200181301612-2001114-4001012-600091020192020202120222023LPGDMEDME开工率11MTBEMTBEMTBE100008500900080007500700065006000550050004500400030003500200025002019202020212022202320192020202120222023MTBE35001200003000110000250020001000001500100090000500800000-50070000-1000-15006000020192020202120222023202020212022202312MTBEMTBEARA-MTBE900350000700300000500250000300200000100150000100000-10050000-30001月2月3月4月5月6月7月8月9月10月11月12月2019202020212022202320192020202120222023MTBE10987654322019202020212022202313140003001200025010000200800060001504000100200050001月2月3月4月5月6月7月8月9月10月11月12月2019202020212022202319000025050180000170000200501600001505015000014000010050130000120000505011000010000050202020212022202320212022202314-600245010055023505005002250504504004002150300035020503002001950-50250185010020017501500-10016501001550-1502021-07-302021-11-302021-12-312022-01-312022-04-302022-05-312022-06-302022-09-302022-10-312022-11-302022-12-312023-02-282023-03-312023-04-302023-05-312023-08-312021-09-302021-10-312022-02-282022-03-312022-07-312022-08-312023-01-312023-06-302023-07-312021-08-302023-03-132023-04-132023-05-132023-06-132023-07-132023-08-13宝鸡达拉特旗榆林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wwwnanhuanet603093