Group 1 - The domestic futures market for caustic soda showed a significant fluctuation, with the main contract opening at 2293.0 CNY/ton and experiencing a drop of approximately 3.7% during the day, reaching a low of 2262.0 CNY/ton [1] - As of June 12, the inventory of fixed liquid caustic soda in sample enterprises was reported at 40.53 million tons, reflecting a week-on-week increase of 6.07% and a year-on-year increase of 6.11% [1] - The average capacity utilization rate for caustic soda sample enterprises was 80.9%, showing a decrease of 2.5% compared to the previous week, with notable declines in regions such as North China and South China [1] Group 2 - Market outlook indicates that the supply of caustic soda continues to exceed demand, leading to expectations of weak price fluctuations in the short term [2] - Recent price drops in caustic soda are attributed to weaker spot market conditions and anticipated deterioration in market dynamics post-July, compounded by electricity cost impacts [2] - Despite recent price adjustments by certain companies, the overall pressure in the spot market appears manageable for June, with ongoing maintenance expected to influence future supply [2]
供需基本面的矛盾不大 烧碱短期大概率偏弱震荡
Jin Tou Wang·2025-06-13 07:16