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供给端增量压力犹存 短期纯碱上行驱动恐不足
现阶段纯碱市场跌势趋缓。基本面供需数据来看,整体依然偏弱。纯碱库存环比继续增加,且产能负荷亦继续攀升,供给端增量压力犹存。需求方面下游采购多低价适量为主,终端需求表现一般,供需疲弱现状恐部分拖累价格反弹动能,预估短期价格上行驱动恐不足。价差方面,SA05&09价差短期偏弱运行为主。 期权 方面,主力合约SA2505C1600卖出 看涨期权 机会可择机适度减仓,注意风险止损。
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