要闻 来源:建信期货 时间:2022-11-08 20:10:02
(资料图片)
库存处于相对低位,加之纯碱利润较为可观,纯碱企业开工率在本周再度增加,据卓创资讯统计口径,当前纯碱企业周度开工负荷率较上周提升2%至90%,基本处于满负荷状态,未来短期因供应提升对价格的打压可能性降低。需求方面,当前玻璃库存持续处于累库状态,加之原片厂利润较为一般,年底原片企业去库压力较大。综合来看,虽潜在增产可能性减少以及库存低位,但下游的需求较为低迷,震荡整理看待。
(文章来源:建信期货)
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