要闻 来源:国投期货 时间:2025-07-08 21:16:54
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纯碱日内收涨。行业继续累库,库存压力较大。发投逐步提量,企业检修恢复,产量有增加趋势。光伏继续减产,行业自身亏损较大,加之政策反内卷,后续将继续减产。煤炭价格上涨,短期成本支撑走强,长期需求端缩减,供给端收缩是短期影响,期价预计难有大幅上涨。
(文章来源:国投期货)
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