要闻 来源:第一财经 时间:2023-05-23 16:22:13
(资料图片仅供参考)
建信期货王海峰分析称,远兴能源阿拉善项目生产成本超低,预估综合成本在1100元/吨左右,其一期项目提前点火运行,导致纯碱大跌。当前纯碱库存偏低,期货远月已经是全行业亏损的格局。地产竣工量上升,带动玻璃需求走升,玻璃企业开工率上升,对纯碱有需求支撑。当前超跌,未来会有修复性反弹。
(文章来源:第一财经)
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