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1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The SH2601 contract of caustic soda fluctuated weakly and closed at 2,732 yuan/ton. Supply - side capacity utilization decreased slightly last week. Demand - side showed an upward trend in the start - up rates of downstream industries. Liquid caustic soda factory inventory decreased significantly. This week, some plants plan to stop and restart, and the capacity utilization is expected to rise slightly. The alumina industry's strong demand and non - aluminum seasonal demand increase support caustic soda demand. The spot price of caustic soda is expected to fluctuate little this week, and the end - year alumina project commissioning gives a premium space to the 01 contract. The SH2601 is expected to operate between 2,660 - 2,820 yuan/ton [3] 3. Summary by Relevant Catalogs 3.1 Futures Market - The main contract closing price of caustic soda was 2,732 yuan/ton, a decrease of 9 yuan; the main contract position was 126,264 lots, an increase of 722 lots; the net position of the top 20 futures was - 1,351 lots, an increase of 6,589 lots; the main contract trading volume was 516,749 lots, a decrease of 58,894 lots. The closing price of the January contract was 2,732 yuan/ton, a decrease of 9 yuan; the closing price of the May contract was 2,795 yuan/ton, a decrease of 1 yuan [3] 3.2 Spot Market - The price of 32% ion - membrane caustic soda in Shandong was 860 yuan/ton, and in Jiangsu was 900 yuan/ton. The converted 100% caustic soda price in Shandong was 2,688 yuan/ton, an increase of 32 yuan. The basis was - 85 yuan/ton, a decrease of 23 yuan [3] 3.3 Upstream Situation - The mainstream price of raw salt in Shandong and Northwest was 210 yuan/ton, unchanged. The price of steam coal was 643 yuan/ton, unchanged [3] 3.4 Industry Situation - The mainstream price of liquid chlorine in Shandong and Jiangsu was - 200 yuan/ton, unchanged [3] 3.5 Downstream Situation - The spot price of viscose staple fiber was 13,040 yuan/ton, unchanged. The spot price of alumina was 3,190 yuan/ton, a decrease of 15 yuan [3] 3.6 Industry News - From August 15th to 21st, the average capacity utilization rate of Chinese caustic soda sample enterprises with 200,000 tons and above was 83.2%, a week - on - week decrease of 0.9%. As of August 21st, the factory inventory of fixed liquid caustic soda sample enterprises with 200,000 tons and above in the country was 396,400 tons (wet tons), a week - on - week decrease of 9.46% and a year - on - year increase of 16.67% [3] 3.7 View Summary - Supply - side capacity utilization decreased slightly last week. Demand - side, the start - up rates of alumina, viscose staple fiber, and printing and dyeing industries increased. Liquid caustic soda factory inventory decreased significantly. This week, some plants plan to stop and restart, and the capacity utilization is expected to rise slightly. The alumina industry's strong demand and non - aluminum seasonal demand increase support caustic soda demand. The spot price of caustic soda is expected to fluctuate little this week, and the end - year alumina project commissioning gives a premium space to the 01 contract. The SH2601 is expected to operate between 2,660 - 2,820 yuan/ton [3]