受资金的推动,甲醇近期走势强劲,但是考虑到甲醇自身的供需并没有明显好转,加之其受进出口的影响较大,我们对甲醇涨势可持续性存疑,操作上建议逢高沽空。基本面不支持价格续涨2015年11月底以来,甲醇期货开始触底反弹,并且一直延续涨势至今。今年3月以来,甲醇价格加速上涨,从3月4日起的短短4个交易日,甲醇累计涨幅最高达到11.51%,虽然之后有所回落,但整体上仍然保持强势格局。甲醇此轮上涨的主要原因是什么呢?我们认 Under the impetus of funding, the recent trend of methanol is strong. However, taking into account the obvious improvement in supply and demand of methanol itself and the greater impact of its import and export, we are suspicious of the sustainability of methanol uptrend and the proposed short-selling on rallies. The fundamentals do not support the price continued to rise Since the end of November 2015, methanol futures started bottoming out, and has extended gains so far. Since March this year, the price of methanol accelerated its rise. From 4 March, the total methanol rose up to 11.51% in a short period of time from March 4, though it has retreated since then. However, the overall trend remains strong. What is the main reason for the rise of methanol this time? We recognize