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【观点】南华期货:甲醇高位承压,短期震荡偏弱运行_我的网站

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A |     (ECNS) -- China's digital industry generated 20.71 trillion yuan (about $2.86 trillion) in revenue in the first half of the year, up 13.6% year on year, according to data released by the Ministry of Industry and Information Technology (MIIT) on Tuesday.    The growth rate rose by 4.1 percentage points from a year earlier and 0.7 percentage points from the first quarter.        Driven by domestic demand for artificial intelligence and strong exports, sector profitability improved, with total profits reaching 1.79 trillion yuan, up 19.3%. The profit margin climbed to 8.6%.    Digital industries remain concentrated in eastern provinces. Guangdong, Jiangsu, Beijing, Shanghai and Zhejiang were among the top 10 regions, together generating 17.21 trillion yuan, or 83.1% of the national total, and contributing 87% of overall growth.    Central China reported digital industry revenue of 2.86 trillion yuan, up 28.3% year on year, accelerating by 18.7 percentage points from a year earlier and outpacing the national average by 14.7 percentage points. Anhui and Hubei provinces led the growth.    MIIT said 16 national‑level advanced manufacturing clusters have been established in sectors including integrated circuits and AI, cultivating backbone enterprises that drive innovation, industrial upgrading and competitiveness.    (By Tang Yuxian)                    。    【期货盘面】甲醇主力合约收于2890元/吨,涨跌幅为-1.9%。

B | 【现货基差】江苏太仓现货价格3020元/吨(67),基差为130元/吨;内蒙古北线现货价格2780元/吨(97.5);山东东营现货价格3010元/吨(15)。【估值利润】成本端动力煤价格高位趋稳,煤价对甲醇仍有一定支撑。随着甲醇价格快速上涨,煤制甲醇利润明显修复;但下游利润进一步承压,MTO、甲醛及醋酸利润均明显回落,高价甲醇向下游传导受阻,需关注下游降负带来的负反馈...。

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Published on:06:34:22


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