📅 2026-10-08
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Caustic Soda · Single-name brief
This report is provided by MacroTerms.com
Data as of: 2026-09-30 · Settlement: Exchange settlement (15:00 Beijing close, vs prior settlement)
烧碱SH2601深度分析 | 破20日低点后偏空，关注1800关口 | 2026-10-08
方向结论：偏空。烧碱主力合约（SH2601）结算价1818（2026-09-30），5日跌3.58%、20日跌7.01%，已跌破20日低点1808，20日通道位置仅1.8%，弱势格局明确。主力持仓单日减少18997手至197695手，名义持仓日降10.29亿元，呈减仓下跌、多头离场特征。基本面缺乏利多驱动，宏观传导有限。方向失效条件：若SH2601结算价连续两日站稳20日通道中轴1911上方，或主力持仓单日增仓超2万手且价格收涨，则空头逻辑失效，转为观望。
This brief is published in Chinese. The English translation is being prepared.
🇺🇸English original - AI-generated research (not machine translation)
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