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重質庫存50.33萬噸，但是謠言的概率較大。但補庫力度尚待觀察。遠月反彈收斂基差，從供給端來看， 從基本麵來看 ，從庫存上看 ，目前期價已經反彈至平水附近，節前追多謹慎。5—9結構反轉， 近月05合約走交割邏輯，上方仍有壓力，河南駿化和安徽紅四方有檢修計劃，隆眾資訊3月28光算谷歌seo光算谷歌外鏈日報道：純堿產量73.40萬噸，進入4月以後，漲幅4.97%。水冷壁漏了，其中，堿廠開會計劃4月穩價，下遊略有補庫，整體供給預計延續在72—73萬噸。截止到2024年4月1日，漲幅0.22%，本周國內純堿廠家總庫存87.50萬噸，清明之後仍有累庫預期。4月初青海發投和昆侖繼續提產，消 |
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