港股概念追踪|地缘冲突持续甲醇供需偏紧格局（附概念股）

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一季度甲醇价格先震荡后爆发式上涨，核心驱动为3月中东地缘冲突。国内产量同比增长6.7%，进口前高后低，3月受冲突影响预计降至50万吨左右。沿海库存快速回落，内地库存冲高后去化。二季度若霍尔木兹海峡持续封锁，进口将维持低位，供需维持偏紧格局；若局势缓解，地缘溢价回落，价格面临高位回调风险。智通财经APP获悉，截至3月18日当周，国内甲醇装置开工率回升至92.8%，达到历史高位。当前国内甲醇市场呈现“...

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港股概念追踪|地缘冲突持续 甲醇供需偏紧格局（附概念股）

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港股概念追踪|地缘冲突持续甲醇供需偏紧格局（附概念股）