20250713-国金期货-烧碱周报_5页_793kb

Burn Alkali Price Summary

Part 1: Futures Analysis

This week, burn alkali futures prices experienced an upward movement. The主力合约 closed higher, with specific data missing, showing an increase in closing price, higher peak and lower trough, reduced holding volume, but increased trading volume compared to the previous week.

Part 2: Spot Analysis

In the spot market, non-aluminum sectors like viscose staple fiber saw higher capacity utilization. However, the printing and dyeing industry in the Jiang-Zhe region faced reduced activity, with a decline in综合开机率.

Part 3: Market Outlook

Prices rose in both futures and spot markets due to falling liquid chlorine prices, which compressed industry profits and led to reduced production in key regions like North China and South China. Aluminum demand remained strong with high shipment volumes and inventory levels, while non-aluminum demand held steady. Expectations for further price increases next week are supported by current inventory levels, but will be influenced by changes in liquid chlorine subsidies and overall industrial production rates.