Caustic soda: Spot prices have risen, supply side benefits have emerged, and futures prices have continued to rise

Caustic soda futures analysis:    May 13 SH2405 contract opening price: 2810, highest price: 2844, lowest price: 2782, position: 28176, settlement price: 2817, yesterday settlement: 2793, up: 24, closing price: 2807, daily trading volume: 87680 lots, precipitated capital: 380 million, capital inflow: 19.34 million.

Market price of caustic soda:

Caustic soda spot analysis:      today China's caustic soda market is strong, the market price center of gravity in some areas has moved up, there are regional differences in market transactions, there are still some areas where the market is mainly cautious and wait-and-see, and the price has not changed significantly. Today, the price of liquid alkali is mainly adjusted upward in some areas, the price increase ranges from 5 to 60 yuan / ton, the market has favorable support, and the price contrast rises mainly. From the perspective of price adjustment in various regions, 32% ion-exchange membrane alkali rose 5-50 yuan / ton, 50% ion-exchange membrane alkali rose 30-60 yuan / ton in local areas, 49% ion-exchange membrane alkali rose 20-40 yuan / ton, and the prices of other concentrations of alkali almost remained stable. There is no significant adjustment in the price range. The rise in the price of high concentration alkali is mainly due to the unstable start-up of individual evaporation units in Shandong, which supports the rise in local prices. At present, the inventory of enterprises in some areas with low concentration of alkali has been relatively alleviated, the supply pressure has been reduced, and the price center of gravity in the local market has mainly moved up. The market operation in other regions is stable, the price maintains the previous level, the supply and demand sides do not change much, the downstream demand maintains a lukewarm rhythm, and the attitude of the industry in each region is relatively cautious. The upstream production enterprises partially adjust the ex-factory quotation, and most manufacturers wait and see to stabilize the price. Today's tablet alkali market at the beginning of the week Shandong market transaction price center of gravity followed a small downward move. Manufacturers in the northwest region have not yet announced the new unit price, and the market in most areas has maintained stable operation. The operation of most devices is stable, the downstream demand is lukewarm, the enthusiasm of receiving goods is general, and the market wait-and-see mood is heavy.

Caustic soda futures analysis:    caustic soda SH2409 contract night trading upward, late trading down, the morning price slightly down to the intraday low, began to shock operation. As of today's close, SH2409 contracts fluctuated in the range of 2782-2844 throughout the day, with a price difference of 62 minus 09 contracts with an increase of 1385 positions and 28176 positions so far.

Caustic soda index analysis: according to Tuduoduo data, China's caustic soda index rose to 2662.69 on May 13, up 10.7%, or 0.403%. China's caustic soda index rose.

Future forecast of caustic soda:    

Spot aspect: liquid alkali market: at present, the liquid alkali market is on the strong side, and good news appears in some areas, supporting the local market to go up. In the later stage, the equipment in some areas of the supply side has maintenance plans in the near future, and the temporary shutdown of individual evaporation devices is unstable at present. In addition, the inventory pressure of liquid alkali enterprises has been alleviated, and the supply pressure as a whole has decreased compared with the previous period. The downstream demand is relatively weak and stable, which is not obvious to the market support. It is expected that the short-term liquid alkali market or regional upward. Tablet alkali market: at present, the operation of tablet alkali plant is relatively stable, the start-up of downstream alumina does not change much for the time being, the demand maintains rigid demand procurement, the supply and demand situation in the market does not change much for the time being, and the short-term tablet alkali price or shock operation is expected.

Futures: caustic soda SH2409 contract disk mainly increase positions. The technical level shows that the three tracks of the Bolin belt (13, 13, 2) diverge, and the KD lines and MACD lines at the daily level show a golden fork trend. Today's trading situation: 18.9% more than open 16.2%, empty 15.7% more than 19.1%. Close shows the positive column cross star, the upper shadow line and the lower shadow line are longer, the spot side supply side gives the disk surface certain support, the short-term disk surface or runs near the upper orbit.

Caustic soda holding the list: