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【观点】光大期货:纯碱基本面宽松不改,期价底部震荡_我的网站

A | 周二纯碱现货市场多数稳定,贸易商报价跟随盘面情绪波动。 By nearly a 2-1 margin, Kansas residents heading to the polls Wednesday declined to reverse a 2019 ruling by the Kansas Supreme Court establishing the right to abortion.,The vote is a major repudiation of recent legislative moves curtailing reproductive rights – most notably the Supreme Court’s June decision to overturn Roe v. Wade.,One middle-aged woman who brought her 16-year-old daughter to the polling station reportedly told the AP that she wanted her child “to have the same rights [her] mother has had most of her life.”,The proposed amendment was sponsored by Value Them Both, a coalition led by Kansans for Life, the Kansas Catholic Conference and Kansas Family Voice. One of the lawyers responsible for crafting the failed constitutional amendment reportedly described the measure as an attempt to keep Kansas from becoming an “unlimited destination for abortion.”,A number of Kansas residents reported being subjected to a last-minute text message campaign seemingly aimed at fooling pro-choice voters into voting for the anti-abortion proposal. The mass messaging platform being utilized, Twilio, has not identified the party responsible.,We’ve gotten several emails from KS voters getting this text. To be clear:A YES vote changes the KS constitution to state it does NOT protect abortion rights. It gives power to lawmakers to set regulations.A NO vote keeps legal abortion protections in place. pic.twitter.com/2N3UDFvRMn— Cody Holyoke (@CodyKMBC) August 2, 2022,But Kansas voters were seemingly unconvinced. With over 99% of the ballots counted, a full 60.86% rejected the Value Them Both’s amendment. Only 39.14% – or just over 275,000 of the nearly 715,000 estimated total voters – cast their ballots in favor.,Between abortion providers and Catholic dioceses, over $14 million was ultimately spent in the state in an effort to sway the outcome of the vote.。昨日沙河地区重碱自提价格999元/吨,日环比下跌8元/吨。基本面来看,纯碱供应水平继续回升,昨日行业开工率80.96%,日环比提升0.22个百分点,前期检修装置持续恢复,供应压力再度回归高位。

B | 需求端表现依旧疲弱,重碱下游两大玻璃板块产能暂时稳定,后续光伏玻璃冷修预期仍较高,纯碱刚需水平依旧承压。采购需求按需跟进,大规模囤货意愿不足。整体来看,纯碱基本面宽松状态不改,盘面低估值状...。
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