要闻 来源:中信建投期货 时间:2022-11-03 21:07:13
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中信建投期货表示,综合当前和未来纯碱的供需结构,我们认为2023年及之后的若干年,国内纯碱的价格重心或明显下移,多数纯碱企业的生产利润将大幅下滑。待生产成本低于1000元/吨的远兴能源天然碱项目投产后,多数氨碱和联碱企业或陷入亏损。投资机会方面,投资者可待纯碱现货价格大幅下跌后,关注低成本、高产能的天然碱上市公司的低位投资机会。
(文章来源:中信建投期货)
标签: 中信建投期货
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