要闻 来源:银河期货 时间:2023-03-31 21:10:58
(资料图片)
远月产能释放,纯碱价格逐月下跌,其强势基本面随着时间将逐步转为弱势。远兴能源六月份投产的确定性较大,价格中枢逐月下移,刚需及投机囤货意愿降低。下游压缩库存天数,上游定价权在逐步衰弱。预计上半年库存仍持低位,拐点将在下半年出现。
(文章来源:银河期货)
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