利好支撑仍相对有限 烧碱期货盘面多单谨慎持有

Group 1 - The main contract for caustic soda futures experienced a rapid increase, peaking at 2625.0 yuan, with a current price of 2616.0 yuan, reflecting a rise of 5.40% [1] - The average capacity utilization rate in the supply chain is currently at 82.6%, up by 2.2% week-on-week, with various regions showing different levels of production recovery [1] - The demand from the main downstream sector, alumina production, is recovering, while non-alumina demand remains weak, particularly in the Zhejiang dyeing industry, which continues to operate at low rates [1] Group 2 - Southwest Futures predicts that the caustic soda market will continue to experience narrow fluctuations, as there is no significant decline in supply and the recovery of previously shut-down facilities is expected to maintain adequate supply levels [2] - The overall market sentiment is limited due to weak demand in non-alumina sectors, which continues to exhibit seasonal characteristics of low activity [2] - The strategy recommendation suggests monitoring price levels between 2470 and 2580 yuan for potential trading opportunities [1]