Group 1 - The domestic futures market for caustic soda is mostly in the red, with the main contract opening at 2361.0 CNY/ton and experiencing a decline of approximately 1.53% [1] - As of October 30, the inventory of fixed liquid caustic soda in sample enterprises reached 442,600 tons, an increase of 6.84% month-on-month and 52.42% year-on-year [1] - The capacity utilization rate for caustic soda has slightly decreased due to recent maintenance and the restart of some previously halted production units [2] Group 2 - Newhu Futures indicates that the supply of caustic soda remains stable due to high operating rates and the pressure on downstream aluminum oxide profits, leading to limited room for further production increases [3] - Zhongyuan Futures notes that the short-term price of liquid chlorine in Shandong is expected to decline, as the current high operating rates at caustic soda plants are increasing supply while downstream demand is constrained [3] - Overall market expectations for caustic soda are weak, with the 2601 contract under pressure and attention on lower support levels [3]
下游收货压车制约采购需求 烧碱2601合约承压运行
Jin Tou Wang·2025-10-30 07:04