News list for "存加速"

纯碱厂家总库存加速累积,后续格局转变需要哪些条件?

金十期货8月1日讯,7月份,纯碱检修量不及预期,产量同比增幅达38%,库存迅速回升。进出口端业仍为净进口状态,进一步增加了国内供应压力。而浮法+光伏玻璃二者行业景气度偏弱,现金流紧张,对原料的补库意愿明显较低。本周四纯碱厂家总库存加速累积,期现货压力仍在。后续格局转变一方面需要下游需求回升进而带动纯碱补库需求,其次要靠纯碱加大减产力度,在此之前或仍以偏弱震荡看待。

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2024-08-01 15:47:04
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