Summary of December 30th Yankuang Group Methanol Bidding: Yankuang Guohong's methanol bidding was conducted, with a final transaction price of 2140 RMB/ton realized through bank transfer; Yulin Yankuang's methanol started at a bid price of 1800 RMB/ton realized through bank transfer, with an auction quantity of 6000 tons, and the final transactions ranged from 1840 to 1845 RMB/ton. PriceSeek analyzed the methanol, with a bullish rating of 1.5.
Article report on the transaction prices of Yankuang Group's methanol bidding (Yulin 1840-1845 RMB/ton, Yankuang Guohong 2140 RMB/ton) were higher than the starting bid prices (e.g., Yulin's starting bid at 1800 RMB/ton), and all 6000 tons were successfully sold, indicating strong spot market demand and active supply absorption, which is favorable for the spot price of methanol. Combining the latest data on methanol futures (December 29, 2025), the main contract 2605 closed at 2161 RMB/ton, with a settlement price of 2160 RMB/ton, and a trading volume of 836921 lots, and a holding volume of 773858 lots; the bidding transaction prices were close to or slightly above the futures settlement price, indicating that the spot market supports the futures price upward trend, and strong demand may drive futures contracts such as 2605 and 2606 (closed at 2165 RMB/ton) to continue rising. The rating is +1.5 (strongly positive), as the transaction prices exceeded expectations and were fully sold, but not driven by significant events.
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