后市供需矛盾凸显 预计纯碱09合约震荡运行

Group 1 - The main contract for soda ash futures experienced a sharp decline, reaching a low of 1187.00 yuan, with a current price of 1192.00 yuan, reflecting a drop of 1.41% [1] - Various institutions have differing views on the future market trends for soda ash, with expectations of short-term fluctuations and a focus on supply-demand dynamics [2][3] - Ningzheng Futures predicts that the soda ash September contract will experience short-term fluctuations, with pressure around the 1215 yuan level, suggesting a wait-and-see approach or short-term short positions [2] Group 2 - Guotai Junan Futures notes that the previous valuation of soda ash was slightly low, indicating a higher probability of a fluctuating market, with current pressures from warehouse receipts and weak glass demand [2] - Jianxin Futures highlights that supply-demand contradictions are becoming more pronounced, with expectations of increased production and potential inventory accumulation, while demand remains weak due to a sluggish real estate market [3] - The overall market for soda ash is expected to face challenges, with weak downstream purchasing power and a long-term oversupply situation, leading to low-level fluctuations [3]