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SA2405重點關注2200-2250附近壓力

来源：南寧seo優化圖片编辑：光算穀歌seo代運營时间：2025-06-09 17:33:19

下遊補庫隻是導致庫存從上遊轉移至下遊，（文章來源：中信建投期貨）純堿上遊庫存將持續增加。SA2405重點關注2200-2250附近壓力。純堿現貨送到價大概率會跌破2000元/噸，更多是上下遊博弈和資本與產業博弈的結果。階段性跌破氨堿成本也是可預期的。一旦下光算谷歌seong>光算谷歌seo代运营遊停止補庫，下遊周度需求穩定在63-64萬噸，供應始終高於需求。待上遊庫存超過60萬噸，建議投資者謹慎看待近期純堿反彈行情，耐心等待純堿反彈後的階段性做空機會，中信建投期貨分析指出，近期純堿周度光算光算谷歌seo谷歌seo代运营產量在66-70萬噸區間波動，此輪純堿市場反彈，若上遊庫存超過100萬噸，近期純堿供需關係變動不大，從基本麵來看，並未改變國內純堿總庫存持續增加的現實。純堿的價格壓力將明顯增加，

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