烧碱:现货价格持稳,盘面震荡上涨
Guo Mao Qi Huo·2025-07-21 09:27
- Report Industry Investment Rating - No relevant content found 2. Core Viewpoints of the Report - No clear core viewpoints are presented in the provided content 3. Summaries Based on Related Catalogs PART ONE: Main Views and Strategy Overview - The table shows various data including percentages and numerical values, such as 82.6% with a +2.2% change, but the specific meaning of these data is not clear from the context [4] PART TWO: Review of Futures and Spot Market Quotes - The section contains multiple charts related to the relationship between base price, 32 - alkali in Shandong (converted to 100%), and the main contract, as well as price trends and differences of different alkali products over time [8][9][14] PART THREE: Fundamental Data on Caustic Soda Supply and Demand - There are many charts presenting data on capacity utilization, device loss, inventory (including China's overall inventory, flake caustic soda inventory), regional production (North China, East China, Northwest China, etc.), ECU profits in different regions (Shandong, Jiangsu, Zhejiang, etc.), and the operating rates of downstream industries (epoxy chloropropane, epoxy propane, etc.) [29][31][34][36][70]