烧碱投资周报:现货价格持稳,盘面震荡偏强-20250901
Guo Mao Qi Huo·2025-09-01 05:30
- Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report No clear core viewpoints are explicitly stated in the provided content. 3. Summary by Relevant Catalogs PART ONE: Main Views and Strategy Overview - The report presents a table of caustic soda's main weekly data, including prices, production, operating rates, inventory, and cost - profit data. For instance, the futures price of caustic soda is 2670.0 yuan/ton, down 2.59% from last week; China's production is 810,000 tons, down 0.38% [4]. PART TWO: Review of Futures and Spot Market Quotes - Multiple charts are presented, showing the trends of caustic soda's basis, prices of different types of caustic soda (such as 32% and 50% caustic soda), and trading volume of different contracts over different time periods from 2019 to 2025 [7][10][12] PART THREE: Caustic Soda Supply - Demand Fundamental Data - There are various charts showing data related to caustic soda's supply - demand fundamentals, including device loss volume, capacity utilization, inventory in different regions of China (such as North China, East China, and Northwest China), and ECU profits in different provinces (such as Shandong, Jiangsu, and Zhejiang) from 2019 to 2025 [30][33][35] - Charts also display the operating rates of downstream industries such as epoxy chloropropane, epoxy propane, and PVC, as well as the operating rates in different regions like Shandong and Northwest China over different time periods [69]