From a fundamental point of view, the start-up in mainland China is basically stable. This week, the average start-up rate of Zhuochuang methanol is 71.35%, and the start-up rate in northwest China is 82.72%, a slight increase from last week. Jiutai Tuoketuo's 2 million tons/year methanol unit will be installed in January 2024. It was shut down from January 5th to 11th. Shaanxi Weihua's 400,000-ton unit started maintenance for seven days on the 10th. Southwest gas plants restarted on the 25th, Jiuyuan and Sichuanwei on the 25th and 9th respectively.

Fundamental overview: According to the Natural Rubber Network, the main production areas at home and abroad are approaching the off-season of supply, coupled with the replenishment of upstream factories, raw material prices are firm