委内瑞拉通货膨胀率高达649.5%

正信期货黄益:节后市场驱动有限,纯碱低位震荡为主_蜘蛛资讯网

网红酸奶成被执行人

  轻碱需求虽随着经济发展存小幅增加预期,但行业较为分散,总体影响有限,轻碱需求增量难以抵消重碱需求减量。  今年纯碱下游并没有存在较大需求增量行业,同时在下游存有安全原料库存下,或难以出现投机补库需求。从需求季节性角度看,可以关注阶段性表现,如纯碱在3-5月存在阶段性消费旺季,一方面春节假期归来后,轻碱下游产品恢复正常生产,需求量增加;另一方面3-4月是光伏装机的小高峰,部分光伏玻璃产线集中点火

低位,中长期配置性价比凸显。  展望后市,东方证券认为,当下板块迈入业绩披露阶段,考虑到消费力因素,食品饮料中,尤其是高端消费、顺周期部分仍呈现明显的业绩下修压力,尤其是白酒、啤酒及乳制品短期内面临去库及价格压力,相关标的在2025年报、2026一季报披露的业绩表现是否下修到投资者预期的“底部”或“稳态状态”至关重要,若下修充分,以白酒为首,食品饮料板块或逐步终结反弹行情,迈入反转阶段。*  一键

或难以出现投机补库需求。从需求季节性角度看,可以关注阶段性表现,如纯碱在3-5月存在阶段性消费旺季,一方面春节假期归来后,轻碱下游产品恢复正常生产,需求量增加;另一方面3-4月是光伏装机的小高峰,部分光伏玻璃产线集中点火,叠加春节后的补库行为,重碱需求边际增加。  四、 结论  纯碱主要影响因素依旧在于供应端,产量相对高位,上游库存偏高且今年将延续高库存态势,不过由于库存分布较为集中且下游刚需仍存

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