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核心观点1. 本周国内甲醇市场价格震荡下跌,市场表现僵持,下游及贸易商多低位采购。
2. 近期国内甲醇产量增加,库存整体增加,但港口库存有所下降。
3. 需求方面,部分甲醇装置恢复重启,带动国内甲醇制烯烃整体开工率提升。