上市企业：远兴能源（000683）,三友化工（600409）,山东海化（000822）,双环科技（000707）,氯碱化 工（600618）,金晶科技（600586）,湖北宜化（000422）,云图控股（002539）,和邦生物（603077） 相关报告：智研咨询发布的《2025-2031年中国纯碱行业市场专项调研及竞争战略分析报告》 2020-2025年1-7月中国纯碱(碳酸钠)产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年7月中国纯碱(碳酸钠)产量为310万吨，同比下降4.5%；2025年1-7月 中国纯碱(碳酸钠)累计产量为2320.2万吨，累计增长4.4%。 ...

专家分享：纯碱行业现状与展望 20250927 摘要 2025 年前三季度纯碱总产量同比增长 1.8%至 2,819 万吨，但产能利 用率下降 100 个基点，接近 25%。重碱产量同比减少 10.6%，轻碱产 量同比增长 6%，反映出结构性变化。 房地产市场下滑显著影响平板玻璃需求，2025 年光伏玻璃产量下降 18%，但轻碱需求增长 10%。纯碱出口大幅增长，1-7 月同比增长超过 100%，进口几乎停滞，预计全年进出口总量约 200 万吨。 根据卓创数据，氨碱法和联碱法纯碱生产均面临亏损，但天然碱仍有利 润空间。光伏产业发展预计每年带来 70 多万吨新增纯碱需求，政策层 面或将避免原材料价格上涨。 2025 年玻璃累计产量同比减少 8%，但 9 月起单月产量高于去年同期， 导致库存积压。前九个月玻璃需求下降 6.6%，天然气制玻璃企业亏损， 煤质制玻璃微利。 预计到 2026 年底，纯碱新增产能将达到 630 万吨，总产能超过 4,700 万吨，供应压力巨大。前五家企业市场集中度较高，市场竞争将加剧。 当前纯碱行业的供应和需求情况如何？ 从供应方面来看，目前纯碱市场面临较大的供应压力。尽管今年前三季度重 ...

Summary of Key Points from the Conference Call on Soda Ash Industry Industry Overview - China has become the world's largest soda ash producer, accounting for 51% of the global market share [1][2] - The industry is entering a new expansion phase with significant new capacity expected in 2023-2024, primarily utilizing low-cost production methods [1][2] - An estimated 5.8 million tons of new soda ash capacity is projected for 2025, with 2.8 million tons from Yuanxing Energy [1][7] Market Dynamics - By the first half of 2025, the soda ash market is expected to experience oversupply, with an operating rate around 80% and inventory levels reaching approximately 3 million tons [1][8] - The price spread of soda ash has adjusted to historical lows since 2009 due to a decrease in coal prices [1][8] - Demand is primarily driven by the glass industry, which accounts for over 70% of consumption, with flat glass applications making up 40% [1][8] Production Methods and Cost Structure - The soda ash industry mainly utilizes two production methods: synthetic and natural soda ash, with synthetic methods dominating at about 70% [4] - Natural soda ash production is more cost-effective, with costs around 600 RMB/ton compared to 1,200 RMB/ton for synthetic methods [3][12] - Companies like Boyuan Chemical, which utilize natural soda ash production, are expected to achieve significant profits due to their cost advantages [3][11] Policy Impact - National policies are driving the upgrade and elimination of outdated production facilities, with 30% of facilities being over 20 years old [9][10] - By 2025, 10% of non-compliant capacity must be phased out, which will enhance industry efficiency and environmental standards [10] Investment Opportunities - Companies with natural soda ash advantages, such as Boyuan Chemical, are highlighted as key investment opportunities due to their significant cost advantages and market share potential [11][12] - Boyuan Chemical's total capacity is expected to reach 9.6 million tons by the end of 2025, representing nearly 20% of the domestic market [3][11] Future Trends - The soda ash industry is expected to shift towards low-cost and environmentally friendly production methods, with increased reliance on natural soda ash [15] - China's export ratio for soda ash is currently low at 7%, indicating potential for market expansion through increased exports [15] - Companies like Zhongyan Chemical are also positioned for growth by leveraging low-cost production advantages [16] Coal Price Impact - Fluctuations in coal prices significantly affect the profitability of soda ash producers, with synthetic method producers facing higher cost pressures compared to those using natural methods [17]

国泰君安期货·能源化工 玻璃纯碱周度报告 国泰君安期货研究所·张驰 投资咨询从业资格号：Z0011243 日期：2025年9月28日 Guotai Junan Futures all rights reserved, please do not reprint 本周玻璃观点：短期震荡市 | 供应 | 周内浮法无放水、点火、引板产线，周产量平稳运行。截至20250925，国内玻璃生产线在剔除僵尸产线后共计296条(20万吨/日），其中在 | | --- | --- | | | 产225条，冷修停产71条。全国浮法玻璃日产量为16.02万吨，与18日持平。周内浮法产线运行稳定，无点火，放水浮法产线。 | | 需求 | 截至20250915，全国深加工样本企业订单天数均值10.5天，环比+1.0%，同比+2.9%。9月至今，全国各大区多数深加工订单仍未有明显好转， | | | 多数承接仍以散单为主，多数排单天数7天左右，整体利润依旧偏低；少数中大型企业承接的工程类项目部分依旧可以排单20-60天不等。 | | | 截止到20250925，全国浮法玻璃样本企业总库存5935.5万重箱，环比-155.3万重箱，环比-2 ...

Report Industry Investment Ratings No relevant content provided. Core Views of the Report - The crude oil market is affected by factors such as Fed rate - cut expectations, Sino - US trade negotiations, and geopolitical issues. Short - term oil prices are expected to be volatile [1][2]. - The asphalt market has a complex supply - demand situation. With increasing supply and weak pre - holiday demand, the spot price is expected to be weak, and the futures price is expected to be weak and volatile [3][4]. - The fuel oil market has different trends for high - sulfur and low - sulfur fuel oils. High - sulfur fuel oil is under pressure from high inventory, while low - sulfur fuel oil has increasing supply and weak demand [5][6]. - The PX & PTA market has a tight balance in the short - term, but the supply is expected to increase in the medium - term, and the price is affected by macro and cost factors [8][9]. - The ethylene glycol market has an expected increase in supply and a weakening demand, with a risk of inventory accumulation [11][12]. - The short - fiber market is expected to be volatile and strong in the short - term due to rising raw material prices, but the processing fee is expected to remain low [13][14]. - The PR (bottle - chip) market is expected to be volatile and strong in the short - term due to rising raw material prices, and the processing fee is expected to fluctuate at a low level [14][15]. - The pure benzene and styrene market has different supply - demand situations. Pure benzene supply is expected to increase, and the price is expected to be volatile; styrene supply is expected to increase, and the price is under pressure [16][17]. - The propylene market has an increasing supply and weak downstream demand, and the price is recommended to be short - sold on rebounds [19][20]. - The plastic and PP market has a short - term price volatility due to rising oil prices and a medium - term bearish outlook [21][23]. - The PVC market has a large inventory pressure, and the supply is expected to increase while the demand is weak, with a bearish outlook in the short - and medium - term [23][26]. - The caustic soda market is in a state of weak reality and strong expectation. The short - term is weak, and the medium - term is expected to be long after a sufficient correction [28][29]. - The soda ash market is expected to be stable before the holiday and weak after the holiday, affected by factors such as supply, demand, and inventory [31][32]. - The glass market is expected to be volatile before the holiday, affected by factors such as production, inventory, and demand [34][36]. - The methanol market has an increasing supply and a high port inventory, and the price rebound is limited [39]. - The urea market is expected to be volatile in the short - term, affected by factors such as supply, demand, and export [40][41]. - The log market has a weak supply - demand situation, and the price can be slightly long - tried near the integer level [43]. - The pulp market has a high port inventory and weak demand, and the price can be slightly long - bought at the low point of last week [44][46]. - The offset printing paper market has a slight increase in supply and weak demand, and the price of the 01 contract can be short - sold near the lower limit of the spot price [47][48]. - The natural rubber and 20 - number rubber market has different trends for different types of rubber, and the trading strategies vary for different contracts [49][51]. - The butadiene rubber market has a decreasing capacity utilization rate, and the price of the 11 - contract can be short - tried [52][54]. Summary by Relevant Catalogs Crude Oil - **Market Review**: WTI2511 contract settled at $64.98, down $0.01 (- 0.02%); Brent2511 contract settled at $69.42, up $0.11 (+ 0.16%); SC2511 contract rose 6.6 to 488.9 yuan/barrel, and rose 2.2 to 491.1 yuan/barrel at night [1]. - **Related News**: A new Fed governor called for significant rate cuts, but other colleagues advocated caution. US initial jobless claims decreased, and investors thought it did not support further rate cuts. Sino - US trade negotiations made progress, and the Russia - Ukraine geopolitical situation affected oil prices [1][2]. - **Logic Analysis**: Sino - US trade negotiations improved the macro - sentiment, and the Russia - Ukraine geopolitical situation increased the risk premium. The short - term oil price is expected to be volatile, with the Brent main contract operating in the range of $67.5 - 69 per barrel [2]. - **Trading Strategies**: Unilateral trading is expected to be volatile, with the Brent main contract operating in the range of $67.5 - 69 per barrel; gasoline and diesel crack spreads are weak; options are on hold [2]. Asphalt - **Market Review**: BU2511 closed at 3440 points (+ 0.41%) at night, and BU2512 closed at 3386 points (+ 0.39%) at night. The spot price in Shandong, East China, and South China remained stable [3]. - **Related News**: In the Shandong market, rising crude oil prices and reduced rainfall increased demand, but the supply - demand pattern did not change significantly. In the Yangtze River Delta market, pre - holiday project rush increased demand, but low - price resources from some merchants affected the price. In the South China market, typhoon and rainfall affected sales, but the expected reduction in production in October supported the price [3]. - **Logic Analysis**: The domestic asphalt plant operating rate increased, the refinery inventory increased, and the social inventory decreased. The high - level oil price supported the cost, but the pre - holiday demand was weak. The short - term spot price is expected to be weak, and the futures price is expected to be weak and volatile [4]. - **Trading Strategies**: Unilateral trading is expected to be range - bound; the asphalt - crude oil spread is expected to be weak; sell out - of - the - money call options on BU2512 [4][5]. Fuel Oil - **Market Review**: FU01 contract closed at 2893 (+ 0.35%) at night, and LU11 closed at 3455 (+ 0.58%) at night. The Singapore paper - cargo market had different month - spreads for high - sulfur and low - sulfur fuel oils [5]. - **Related News**: The ARA fuel oil inventory decreased, and the Singapore fuel oil inventory decreased. The high - sulfur and low - sulfur fuel oil spot windows had no or few transactions [6]. - **Logic Analysis**: Russian energy facilities were attacked, but the refineries and transportation facilities recovered. The high - sulfur fuel oil supply increased, and the demand decreased. The low - sulfur fuel oil supply increased, and the demand had no specific driver [6][7]. - **Trading Strategies**: Unilateral trading: FU main contract is expected to be strongly volatile, and LU near - month contract is expected to be range - bound with crude oil; consider widening the LU01 - FU01 spread; sell out - of - the - money call options on FU01 [8]. PX & PTA - **Market Review**: PX2511 main contract closed at 6674 (+ 72/+ 1.09%) during the day and 6636 (- 38/- 0.57%) at night; TA601 main contract closed at 4678 (+ 52/+ 1.12%) during the day and 4652 (- 26/- 0.56%) at night. The PX spot price increased, and the PTA basis was stable [8]. - **Related News**: The PTA and polyester operating rates changed. The PTA production and sales increased [9]. - **Logic Analysis**: The PX supply is expected to increase, and the demand is expected to be stable. The PTA supply is expected to increase slightly in October, and the demand is expected to be stable. The price is affected by macro and cost factors [9][10]. - **Trading Strategies**: Unilateral trading: short - term price is expected to be strong due to rising oil prices and market sentiment, and medium - term price is recommended to be short - sold on highs; arbitrage is on hold; options are on hold [10]. Ethylene Glycol - **Market Review**: EG2601 main contract closed at 4246 (+ 12/+ 0.28%) and 4224 (- 22/- 0.52%) at night. The spot basis was stable [10][11]. - **Related News**: The ethylene glycol production and sales changed, and the operating rate decreased [11]. - **Logic Analysis**: The supply is expected to increase due to planned maintenance and new device commissioning, and the demand is expected to be weak. The market is expected to be loose, and there is a risk of inventory accumulation [12]. - **Trading Strategies**: Unilateral trading is expected to be weak and volatile; arbitrage is on hold; sell call options [12]. Short - Fiber - **Market Review**: PF2511 main contract closed at 6372 (+ 76/+ 1.21%) during the day and 6326 (- 46/- 0.72%) at night. The spot price in different regions was stable or slightly increased [12][13]. - **Related News**: The polyester production and sales increased, and the terminal operating rate increased [13]. - **Logic Analysis**: The short - fiber processing fee fluctuated narrowly. The raw material price increase and terminal operating rate increase promoted inventory reduction, but the terminal cash flow was in deficit, and the processing fee was expected to remain low [14]. - **Trading Strategies**: Unilateral trading is expected to be strong and volatile in the short - term; arbitrage is on hold; options are on hold [14]. PR (Bottle - Chip) - **Market Review**: PR2511 main contract closed at 5840 (+ 56/+ 0.97%) and 5808 (- 32/- 0.55%) at night. The spot market had a good trading atmosphere [14]. - **Related News**: The bottle - chip factory export price increased slightly [14]. - **Logic Analysis**: The downstream terminal bid for next - year's first - quarter orders, a bottle - chip device was under maintenance, and the operating rate decreased. The inventory was expected to decrease, and the processing fee was expected to fluctuate at a low level [15]. - **Trading Strategies**: Unilateral trading is expected to be strong and volatile in the short - term; arbitrage is on hold; options are on hold [15]. Pure Benzene and Styrene - **Market Review**: BZ2503 main contract closed at 5922 (+ 15/+ 0.25%) during the day and 5894 (- 28/- 0.47%) at night; EB2511 main contract closed at 6958 (+ 30/+ 0.43%) during the day and 6927 (- 31/- 0.45%) at night. The pure benzene spot price increased slightly, and the styrene port inventory increased [16]. - **Related News**: The pure benzene and styrene production and sales and operating rates changed [17]. - **Logic Analysis**: The pure benzene supply is expected to increase, and the demand is expected to be stable. The styrene supply is expected to increase, and the demand is expected to decrease. The price is affected by inventory and downstream demand [17][18]. - **Trading Strategies**: Unilateral trading: short - term price is expected to be strong due to geopolitical and macro factors, and medium - term price is recommended to be short - sold on highs; long pure benzene and short styrene in arbitrage; options are on hold [18]. Propylene - **Market Review**: PL2601 main contract closed at 6372 (+ 15/+ 0.24%) and 6371 (- 1/- 0.02%) at night. The spot price in different regions remained stable [18][19]. - **Related News**: The domestic propylene operating rate increased [19]. - **Logic Analysis**: The propane market entered the peak season, and the demand for PDH devices was expected to increase. The propylene supply increased due to device restart, and the market was loose. The downstream product profit was poor, and the load increase was limited [19][20]. - **Trading Strategies**: Unilateral trading is recommended to short - sell on rebounds; arbitrage is on hold; sell put options [21]. Plastic and PP - **Market Review**: The LLDPE market price partially weakened, and the PP spot price in different regions was stable or slightly changed. The linear futures increased slightly [21]. - **Related News**: The PE and PP maintenance ratios decreased, and the operating rates changed. The downstream industry operating rates increased slightly [21][22]. - **Logic Analysis**: The downstream demand was in the peak season, and the pre - holiday inventory was concerned. The supply was expected to increase due to reduced maintenance and new device commissioning. The near - term cost increase supported the price, and the medium - term price was recommended to be short - sold on highs [23]. - **Trading Strategies**: Unilateral trading: short - term price is expected to be volatile, and medium - term price is recommended to be short - sold on highs; arbitrage is on hold; options are on hold [23]. PVC - **Market Review**: The PVC spot price was strong and volatile, and the futures price was also strong and volatile. The trading was light [23]. - **Related News**: The PVC production enterprise capacity utilization rate increased, the预售 volume increased slightly, the factory inventory increased, and the social inventory increased [24][25]. - **Logic Analysis**: The PVC inventory was at a high level, and the supply was expected to increase due to new device commissioning. The demand was weak due to the real - estate market weakness, and the export was expected to decrease. The short - and medium - term outlook was bearish [26]. - **Trading Strategies**: Unilateral trading is bearish in the short - and medium - term; arbitrage is on hold; options are on hold [26]. Caustic Soda - **Market Review**: The caustic soda spot price in different regions remained stable [26]. - **Related News**: The caustic soda production enterprise capacity utilization rate increased, and the inventory increased [28]. - **Logic Analysis**: The caustic soda market was in a state of weak reality and strong expectation. The short - term was affected by inventory and price reduction, and the medium - term was expected to be long after a sufficient correction [28]. - **Trading Strategies**: Unilateral trading: short - term is weak, and medium - term is long after a sufficient correction; arbitrage is on hold; options are on hold [29]. Soda Ash - **Market Review**: The soda ash futures 01 contract closed at 1315 yuan (+ 8/+ 0.6%) during the day and 1306 yuan (- 9/- 0.7%) at night. The spot price in different regions changed slightly [29][31]. - **Related News**: The soda ash production, inventory, and profit changed. The market was weak and stable [32]. - **Logic Analysis**: The soda ash supply was at a high level, and the demand was stable. The price was affected by inventory, downstream demand, and policy. The price was expected to be stable before the holiday and weak after the holiday [32]. - **Trading Strategies**: Unilateral trading: stable before the holiday and weak after the holiday; long glass and short soda ash in short - term arbitrage; options are on hold [32][34]. Glass - **Market Review**: The glass futures 01 contract closed at 1270 yuan (+ 33/+ 2.67%) and 1264 yuan (- 6/- 0.47%) at night. The spot price in different regions increased [34][35]. - **Related News**: The glass production, inventory, and profit changed. The market trading atmosphere was good [34][35]. - **Logic Analysis**: The glass production increased slightly, and the inventory decreased. The price was affected by production, inventory, and demand. The price was expected to be volatile before the holiday [36]. - **Trading Strategies**: Unilateral trading is expected to be volatile before the holiday; long glass and short soda ash in short - term arbitrage; options are on hold [36][37]. Methanol - **Market Review**: The methanol futures closed at 2341 (- 16/- 0.68%). The spot price in different regions was stable [38]. - **Related News**: The methanol production increased, and the device capacity utilization rate increased [39]. - **Logic Analysis**: The international device operating rate decreased, and the import recovered. The domestic supply was loose due to the end of autumn maintenance. The port inventory increased rapidly. The price rebound was limited due to supply and inventory [39]. - **Trading Strategies**: Unilateral trading: stop loss on short positions; arbitrage is on hold; sell call options [40]. Urea - **Market Review**: The urea futures closed at 1674 (+ 1/+ 0.06%). The spot price was stable with small changes [40]. - **Related News**: The urea production and operating rate changed [40]. - **Logic Analysis**: The urea supply was loose, and the demand was weak. The export had a certain

黑色建材日报 | 2025-09-26 市场预期乐观 ，钢价震荡运行 玻璃纯碱：交投情绪高涨，玻碱震荡偏强 市场分析 玻璃方面：昨日玻璃期货整体震荡上行，盘面成交活跃。截至收盘，主力2601合约涨幅3.08%且近月合约涨幅大于 远月。现货方面，以节前补库为主。近期伴随价格上涨，玻璃产销环比改善。据隆众数据显示，本周浮法玻璃企 业开工率76.01 %，厂家库存5935.5万重箱，环比减少2.55%。 供需与逻辑：目前玻璃供应大体持稳，消费受到投机性需求和下游补库影响，库存有所去化但整体变化有限，盘 面大幅升水刺激期现拿货。宏观政策带动下，玻璃盘面价格波动剧烈，然而基本面对于价格依旧形成压制，持续 关注宏观政策的变化及玻璃旺季需求表现。 纯碱方面：昨日纯碱期货盘面震荡上行，成交活跃。截至收盘，主力2601合约涨幅1.15%，各个合约均有不同程度 上涨。现货方面，仍是以节前刚需补库为主。据隆众数据显示：本周国内纯碱产量77.69万吨，环比增加4.19%；库 存165.15万吨，环比减少2.61%。 供需与逻辑：纯碱供需矛盾依旧存在，同时伴随远兴二期点火，后续纯碱供给压力将进一步提升。持续关注纯碱 投机性需求有无减弱 ...

品种观点 报告日期：2025 年 9 月 26 日 申银万国期货研究所 首席点评：公募基金规模首破 36 万亿 中基协发布数据显示，我国公募基金规模首次突破 36 万亿元大关，截至 8 月底 达到 36.25 万亿元，单月猛增 1.18 万亿元。股债跷跷板效应下，债券基金规模 小幅下降 285 亿元。商务部发布公告，决定将扁平地球管理公司等 3 家美国实体 列入出口管制管控名单，决定对墨西哥相关涉华限制措施启动贸易投资壁垒调查。 美国第二季度 GDP 增速上修至 3.8%，创近两年新高，PCE 物价指数 2.6%，显示 出通胀压力比之前评估的更为顽固。美国上周首申人数大幅回落至 21.8 万人， 为 7 月以来最低。市场对 10 月降息预期有所降温。美股三大指数三连跌，2 年 期美债收益率回升，黄金、原油价格上涨。 重点品种：股指、原油、玻璃 股指：美国三大指数下跌，上一交易日股指继续反弹，传媒板块领涨，纺织服饰 板块领跌，市场成交额 2.39 万亿元。资金方面，9 月 24 日融资余额增加 140.82 亿元至 24141.23 亿元。整体上而言 9 月走势相对 7 月和 8 月更为波折，我们认 为是进入了 ...

交易咨询业务资格：证监许可【2012】1091号 纯碱早报 2025-9-26 每日观点 纯碱： 1、基本面：碱厂检修较少，供给仍处高位；下游浮法玻璃日熔量平稳，光伏日熔量延续下滑趋 势，终端需求一般，纯碱厂库处于历史同期高位；偏空 2、基差：河北沙河重质纯碱现货价1220元/吨，SA2601收盘价为1315元/吨，基差为-95元，期货 升水现货；偏空 3、库存：全国纯碱厂内库存165.15万吨，较前一周减少5.93%，库存在5年均值上方运行；偏空 4、盘面：价格在20日线上方运行，20日线向下；中性 5、主力持仓：主力持仓净空，空增；偏空 6、预期：纯碱基本面疲弱，短期预计震荡偏弱运行为主。 影响因素总结 利多： 1、年内检修高峰期来临，产量预计将有所下滑。 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 利空： 1、23年以来，纯碱产能大 ...

纯碱、玻璃日报 日期 2025 年 9 月 26 日 行业 油） 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 硅）028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 021-60635727 期货从业资格号：F03134307 fengzeren@ccb.ccbfutures.com 能源化工研究团队 研究员：李捷,CFA（原油燃料 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（尿素、工业 研究员：彭婧霖（聚烯烃） 研究员：刘悠然（纸浆） 研究员：冯泽仁（玻璃、纯碱） 请阅读正文后的声明 ＃summary＃ 每日报告 ...

2020-2025年1-5月中国纯碱(碳酸钠)产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国纯碱行业市场专项调研及竞争战略分析报告》 根据国家统计局数据显示：2025年5月中国纯碱(碳酸钠)产量为317万吨，同比下降1.2%；2025年1-5月 中国纯碱(碳酸钠)累计产量为1660.2万吨，累计增长6%。 上市企业：远兴能源（000683）,三友化工（600409）,山东海化（000822）,双环科技（000707）,氯碱化 工（600618）,金晶科技（600586）,湖北宜化（000422）,云图控股（002539）,和邦生物（603077） ...