【检修高峰期到来，这个品种有做多机会？】金十期货10月12日讯，烧碱期货自9月底以来大幅上行，国庆节后高开低走，之后又跟随现货同步反弹，创8月以来的新高。1. 中泰期货：近期，氯碱装置检修计划陆续落地，尤其是山东地区受供给减少及下游国庆节后补货的支撑，32碱价格持续上涨。若主力下游采购价格维稳，则等待补库完毕后，烧碱开工率提升，现货价格有回落风险。2. 紫金天风期货：检修高峰期之后，供应将逐步宽松，加之液氯格局如果好转对烧碱的支持将减弱。需求端，电解铝高开工的前提下，氧化铝对烧碱的需求依旧有支撑，但非铝需求有走弱预期。整体来看，当检修结束之后，烧碱期货2501合约有一定的下行压力。3. 一德期货：当前烧碱现货稳中略涨，下游氧化铝及黏胶短纤对烧碱需求形成有效支撑，但就10月后烧碱的供需情况看，预计供增需减的可能性较大，追高需谨慎。本周五烧碱期货突破阶段性高位，并未超出市场预期，推涨后烧碱期货价格在2400~2600元/吨区间震荡的可能性较大，期价维持高位或继续冲高有一定难度。
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