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应水平小幅回升,昨日行业开工率78.08%,日环比提升1.44个百分点。后续供应端或仍受外界因素扰动,关注企业生产动态。需求端观望情绪浓厚,中下游拿货积极性下降,带动碱厂新单成交力度减弱。好的方面在于中下游前期补库后碱厂订单充足,近期在执行订单过程中企业库存压力或继续缓解。纯碱期货盘面情绪转变较快,后续关注外围因素如环保、计划外检修等因素对市场可能带来的扰动,另需关注商品市场整体走势、政策导向。 

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