【烧碱再破位是下跌中继还是低位诱空？】金十期货4月1日讯，供应端来看，前期检修的存量装置逐步恢复生产。中国烧碱样本企业产能平均利用率达83%左右，周环比开始回升，山东氯碱企业周平均毛利周环比下调。周内液碱价格下行，液氯价格上行，致使氯碱利润下行。非铝行业的需求大多处于刚需观望阶段。粘胶行业目前的周开工率为 88.36%，环比上涨2.43%，能维持刚需采购，对液碱需求的拉动作用微弱；江浙印染行业的开工68.51%，环比持平，但整体来看，对液碱需求的增量十分有限，难以对市场价格形成有力支撑。在供应不断增加，而需求却未见明显改善的情况下，预计华东区域的液碱行情窄幅调整。从当前4-5月国内氯碱装置检修来看，华东各区域检修装置产能120.5万吨，较3月份增加70.5万吨，届时华东区域烧碱产量跟随下降，且需求回升预期下，预计4月末5月初，华东供需面或暂时有支撑；短线来看，华东区域前期检修装置逐步恢复，且非铝需求多刚需观望，中辉期货分析师苏日嘎拉图认为，烧碱盘面预计二季度初期呈低位反弹结构，持续上行空间有限。
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