要闻 来源:东海期货 时间:2023-06-08 09:03:57
(资料图片仅供参考)
据东海期货分析,国内纯碱市场走势稳定,价格灵活调整。国内纯碱开工率89.96%。从目前看,纯碱现货企稳,市场情绪好转,企业订单有增加,库存呈现下降趋势。下游原材料库存不高,预期新产能释放,采购谨慎,按需为主。期价急跌后底部震荡向上,多头主要逻辑为盘面深贴水、估值偏低以及合约高持仓下交割问题。短期基本面仍向好,上周碱厂去库,库存维持中性偏低水平,现货价逐渐价止跌。目前产能投放周期下市场情绪仍偏悲观,氨碱法重碱成本上沿仍有卖压。
(文章来源:东海期货)
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