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【期货热点追踪】纯碱主力再度刷新历史低点,后续走势该如何看待?
Jin Shi Shu Ju· 2025-06-13 01:20
Group 1 - The core viewpoint of the articles indicates that the soda ash futures market is experiencing a downward trend due to weak demand and increasing supply, leading to a significant drop in prices [1][6][8] - As of June 12, domestic soda ash manufacturers have a total inventory of 1.6863 million tons, with a week-on-week increase of 59,300 tons, indicating a high inventory level compared to historical data [3] - The production of soda ash is expected to increase in the coming months due to new capacities coming online, with a weekly production of 744,900 tons reported as of June 12 [4][6] Group 2 - Analysts suggest that the soda ash market is likely to remain in a state of oversupply, with limited upward price drivers, and recommend a strategy of short selling on rebounds [6][7] - The glass production sector is facing declining profits, which is contributing to the downward pressure on soda ash prices, with average weekly profits for float glass production reported at -128.47 yuan/ton [3] - The supply pressure remains high, with expectations of continued weak performance in soda ash prices due to high inventory levels and the potential for increased production from upcoming maintenance and new capacity [8]