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【观点】南华期货：纯碱供需过剩，长期反弹驱动不足_我的网站
一 | 【期货盘面】纯碱2701合约昨日夜盘收于1043元/吨，下跌0.29%。
二 | In a cheeky "get well" message posted on his Truth Social platform on Sunday, former US President Donald Trump implied President Joe Biden had dementia rather than a COVID-19 rebound infection.,On the Twitter-like social networking platform, the former president made fun of his successor's re-diagnosis.,Trump's quipped that Biden was "thinking about moving, part time, to one of those beautiful Wisconsin Nursing Homes" before reiterating his claims about the 2020 election fraud.,"Joe Biden's second bout of Covid, sometimes referred to as the China Virus, was sadly misdiagnosed by his doctors. He instead has Dementia, but is happily recovering well," Trump wrote. "Joe is thinking of moving, part time, to one of those beautiful Wisconsin Nursing Homes, where almost 100% of the residents miraculously, and for the first time in history, had the strength and energy to vote — even if those votes were cast illegally.",However, the compassionate former president, 76, wished his rival and successor a speedy recovery.,"Get well soon, Joe!" he concluded the post.,After testing negative for the virus and finishing a five-day course of Paxlovid, the antiviral medication from Pfizer, Biden was released from isolation on Wednesday.,In his announcement on Saturday, White House physician Kevin O'Connor stated that Biden had increased his testing frequency due to the possibility of a return infection. On Tuesday night, Wednesday morning, Thursday morning, and Friday morning, Biden reportedly continued to test negative, but the virus returned on Saturday morning.,Purportedly, Biden has not shown any symptoms of the infection's rebound, and reassured the public that he was feeling well.,Biden’s Back-to-Back COVID Diagnoses Undermine Administration’s Narrative on His Health: ReportYesterday, 13:12 GMT。【现货基差】期现交割库价格970元/吨（01-80），沙河库提价1000元/吨（09+20）；厂家直供送到价1050~1150元/吨，下游意向采购价950~1150元/吨送到。
三 | 【估值利润】纯碱价格跌破联碱法成本区间下沿。【供需库存】供应处于高位，偶有波动；刚需偏弱，下游以刚需采购为主，上游库存处于高位。【市场信息】隆众数据显示，本周一纯碱库存187.00万吨，...。
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