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純鹼板塊再度走強 需求維持向好態勢
格隆匯 06-03 10:48
格隆匯6月3日丨純鹼板塊今日再度走強,遠興能源觸及漲停,山東海化、華昌化工漲超5%,和邦生物、三友化工等跟漲。本週純鹼期貨盤面強勢上行,截至週三下午收盤,主力2109合約上漲5.54%,收於2288元/噸。現貨方面,國內純鹼市場穩中向好,市場交投氣氛温和。碳達峯碳中和目標既定,市場看好光伏產業及光伏玻璃的需求前景力度不減,下半年光伏玻璃和浮法玻璃對重鹼需求的增加是確定的。純鹼連續三週去庫,後市有庫存持續下降預期,基本面有所改觀。

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