Group 1 - The domestic liquid caustic soda market is stable with acceptable transaction volumes, particularly in Shandong where demand remains decent and transportation in Tianjin has resumed, alleviating some shipping pressures for chlor-alkali enterprises [1] - The main prices for 32% liquid caustic soda in Shandong are between 850-915 RMB/ton, while the 50% liquid caustic soda prices range from 1340-1360 RMB/ton [1] Group 2 - As of Thursday, the national average operating rate for major sample enterprises is 86.09%, down 1.25 percentage points from last week due to increased maintenance of chlor-alkali facilities [2] - The inventory of 32% liquid caustic soda in East China decreased by 18.81% to 189,650 tons as of August 20, while Shandong's inventory fell by 19.31% to 67,700 tons, indicating improved purchasing activity from downstream sectors [2] Group 3 - Following the recent military parade, transportation disruptions are expected to ease, allowing liquid caustic soda companies to resume normal supply to downstream markets, with short-term market support from demand [3] - The current low inventory levels in Shandong and the recovery in non-aluminum downstream demand are likely to keep spot prices firm, with increased purchasing activity anticipated as traders prepare for upcoming demand [3]
烧碱：阅兵结束运输受阻逐步缓解 投产消息对盘面形成利空影响
Jin Tou Wang·2025-09-05 02:06