刷新逾一年高位!烧碱强势上行的原因是……

金十财经
07 Jan

【刷新逾一年高位!烧碱强势上行的原因是……】金十期货1月7日讯,周一,烧碱期货集体上涨,成交明显放量。从消息面来看,1月3日,一则韩国韩华氯碱公司计划在2025年2月中旬至3月中旬期间检修105万吨氯碱装置的消息传遍市场,市场对韩国在2—3月期间的氯碱供应有所担忧。对于后市,中泰期货分析指出,后期烧碱期货上行驱动依旧较为充足,期价有望呈现上行趋势,趋势将取决于烧碱下游需求的释放时间。但方正中期期货认为,目前,烧碱期货价格已经抬升至上市初期的高位,无论从基本面还是季节性来看,市场持续上涨的驱动略显不足。市场情绪减弱后,烧碱盘面存在回落风险,期价在历史高点附近承压。业内人士称,鉴于烧碱期货升水现货过高,按照山东32%液碱价格计算,基差为-550元/吨,后市期货盘面不排除大幅调整的可能性。

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