供应过剩格局未改 烧碱处于震荡筑底阶段

Group 1 - The domestic futures market for caustic soda is experiencing a downward trend, with the main contract opening at 2215.0 CNY/ton and a decline of 2.28% observed during the session [1][2] - Current market sentiment indicates that the caustic soda market is in a phase of weak oscillation, with no significant improvement in supply and demand [2] - Analysts suggest that the price may find support around 2100-2130 CNY/ton, while resistance is noted at 2300-2320 CNY/ton, indicating a cautious approach to trading strategies [2][3] Group 2 - Supply conditions remain ample as some chlor-alkali facilities that had reduced output are resuming production, contributing to a surplus in the market [2] - Demand from the alumina sector is stable, but other downstream industries such as viscose staple fiber and dyeing are experiencing seasonal declines in operating rates, leading to weak performance [2] - The overall sentiment in the market is expected to remain weak, with recommendations to avoid counter-trend operations and to observe market conditions before making decisions [2][3]