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; 纯碱机构观点汇总期货公司方向核心逻辑兴业期货震荡纯碱产量回升至79.84万吨，但夏季检修计划增多，供应阶段性收缩预期增强；需求端韧性较强，碱厂库存未进一步积累，基本面利空已明牌，价格预计区间震荡。银河期货震荡纯碱产量回升至高位，库存小幅下降，供需表现平衡，价格有一定支撑；光伏玻璃库存高位，轻碱出口好转，预计价格继续上涨修复但节前涨幅有限。申银万国震荡纯碱供给端有所收缩，但行业利润处于

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