烧碱数据日报-20260116

Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The trading atmosphere in the domestic liquid caustic soda market is dull today. The prices of 32% liquid caustic soda in Shandong and Hebei regions have decreased, the price of 48% liquid caustic soda in Jiangsu region has decreased, and the price of 32% liquid caustic soda in Inner Mongolia region has increased. The enthusiasm of downstream buyers in Shandong region is low, and recently some warehouse receipt goods have entered the market, impacting the market price. The market price of 32% liquid caustic soda has decreased, the trading of 50% liquid caustic soda is stable, and the price remains unchanged. The mainstream transaction price of 32% ion - membrane caustic soda in Shandong region today is 650 - 760 yuan/ton. The purchase price of liquid caustic soda by a large local downstream alumina factory is 645 yuan/ton, and the mainstream transaction price of 50% ion - membrane caustic soda in Shandong region is 1050 - 1210 yuan/ton, a decline from the previous working day's average price. The game between long and short positions is fierce, and it is recommended to stay on the sidelines [1] 3. Summary According to the Catalog 3.1 Price Changes of Raw Materials and Products - Raw Salt: The prices in Shandong, Jiangsu, and Northwest remain unchanged at 240, 260, and 180 respectively [1] - Calcium Carbide: The prices in Shandong and Inner Mongolia remain unchanged at 250 and 3415 respectively [1] - Liquid Chlorine: The price in Shandong increases by 50 from 200 to 250, while the prices in Jiangsu and Northwest remain unchanged at 250 and - 100 respectively [1] - 32% Liquid Caustic Soda: The prices in Shandong, Jiangsu, and Guangdong remain unchanged at 2156, 2438, and 1075 respectively [1] - 50% Liquid Caustic Soda: The prices in Shandong, Jiangsu, and Guangdong remain unchanged at 2160, 1280, and 1300 respectively [1] - Caustic Soda Flakes: The prices in Shandong, Inner Mongolia, Guangdong, and Southwest remain unchanged at 3050, 2700, 2750, and 3375 respectively [1] - PVC: The price in Shandong remains unchanged at 3450 [1] 3.2 Futures and Basis - Futures Main Contract: The closing price in Inner Mongolia changes from 5550,2093 to 5550,2057, with a change of 0, - 36 [1] - Basis: The basis in Shandong increases by 38 from - 62 to - 24, and the basis in Jiangsu increases by 49 from 258 to 307 [1] 3.3 Price Differences and Profits - Price Difference between 50% Caustic Soda and 32% Caustic Soda: The price difference in Shandong remains unchanged at 4 [1] - Price Difference between Caustic Soda Flakes and 50% Caustic Soda: The price difference in Guangdong decreases by 31 from 48 to 16 [1] - Regional Price Difference of 50% Caustic Soda: The price difference between the east and Shandong remains unchanged at 515 [1] - Regional Price Difference of Caustic Soda Flakes: The price differences between Southwest and Inner Mongolia, and between Southwest and Shandong remain unchanged at 250 and 700 respectively [1] - Chlor - alkali Profit: The profit in Shandong increases by 1 from - 15 to - 14, and the profit in the Northwest decreases by 31 from 349 to 318 [1] 3.4 Electricity Price - The electricity prices in Shandong and Inner Mongolia remain unchanged at 0.63 and 0.44 respectively [1]