12月山西氧化铝采购烧碱价格预期下跌，西北氯碱利润将濒临亏损，碱厂究竟是挺碱还是挺PVC？

Group 1 - The chlor-alkali and PVC industries are facing significant profit pressures, with the potential for widespread losses in December [1][2] - The caustic soda producers have the ability to maintain prices despite the challenges, but substantial price increases are unlikely; future attention should be on production cuts by companies [2] - PVC demand remains strong in sectors such as agricultural irrigation, urban drainage, construction materials, packaging, and electrical cables, but the current consumption season is weak with high social inventory levels [2] Group 2 - Although PVC spot prices have seen a slight rebound following futures, the fundamentals remain weak, limiting the rebound potential [2] - The main futures players have chosen to exit the market recently, indicating a reduced willingness among short sellers to continue pressuring prices [2] - The ability of caustic soda producers to support PVC prices exists, but significant price increases are still challenging; monitoring of production cuts will be crucial moving forward [2]