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純堿的價格壓力將明顯增加

时间：2025-06-16 14:32:44 来源：网络整理编辑：光算穀歌推廣

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近期純堿周度產量在66-70萬噸區間波動，耐心等待純堿反彈後的階段性做空機會，並未改變國內純堿總庫存持續增加的現實。下遊補庫隻是導致庫存從上遊轉移至下遊，更多是上下遊博弈和資本與產業博弈的結果。純堿的

近期純堿周度產量在66-70萬噸區間波動，耐心等待純堿反彈後的階段性做空機會，並未改變國內純堿總庫存持續增加的現實。下遊補庫隻是導致庫存從上遊轉移至下遊，更多是上下遊博弈和資本與產業博弈的結果。純堿的價格壓力將明顯增加，階段性跌破氨堿成本也是可預期的。待上遊庫光算谷歌seorong>光算谷歌推广存超過60萬噸，一旦下遊停止補庫，若上遊庫存超過100萬噸，SA2405重點關注2200-2250附近壓力。純堿現貨送到價大概率會跌破2000元/噸，（文章來源：中信建投期貨）下遊周度需求穩定在63-64萬噸，中信建光光算谷歌seo算谷歌推广投期貨分析指出，此輪純堿市場反彈，供應始終高於需求。建議投資者謹慎看待近期純堿反彈行情，從基本麵來看，純堿上遊庫存將持續增加。近期純堿供需關係變動不大，

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