步步惊心
【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
一 | 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。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。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。
A Chinese delegation proposed establishing an International Grassland Day at the 17th Session of the Conference of the Parties (COP17) to the United Nations Convention to Combat Desertification (UNCCD), which opened in Ulan Bator of Mongolia on Monday. China also pledged to share its expertise and experience in combating desertification with other countries during the event.
China shared its experience in science-based desertification control, grassland restoration, technological innovation and livelihood development at the event, while highlighting regional achievements under China-Arab States, China-Mongolia and China-Central Asia cooperation mechanisms on desertification control, the Global Times learned from China's National Forestry and Grassland Administration (NFGA).
China has contributed about 25 percent of the world's newly added green areas and taken the lead in achieving zero growth in land degradation.
Held under the theme "Restoring Land, Restoring Hope," COP17 brings together representatives from 197 parties, as well as UN agencies, international organizations, research institutions and businesses, to discuss issues including the restoration of degraded land, sustainable land management, drought resilience and grassland conservation.
The conference will also feature plenary sessions, implementation review meetings and high-level ministerial dialogues, with a focus on innovative financing, drought resilience, grassland restoration and pastoralists' well-being. Interactive forums on water resources, food systems and other topics will also be held.
Hosting COP17 in Ulan Bator is expected to place an international spotlight on Mongolia's land restoration priorities, including approaches that safeguard livelihoods, strengthen food security and protect ecosystems in dryland regions.
The conference is also taking place during the United Nations International Year of Rangelands and Pastoralists 2026 (IYRP 2026), declared by the UN General Assembly and championed by Mongolia. The year provides an important opportunity to advance the sustainable management, restoration and conservation of rangelands and to highlight the needs of pastoralist communities whose livelihoods depend directly on these ecosystems, according to Xinhua News Agency.
Desertified land accounts for about one-quarter of China's total land area. After more than half a century of sustained efforts, China has achieved a historic shift from "advancing sands and retreating people" to "expanding greenery and retreating deserts," with both desertified and sandy land areas continuing to decline, according to the NFGA.
China has become the first country in the world to achieve zero growth in land degradation, with 53 percent of its treatable sandy land effectively restored.
Over the past five years, China has completed 36.6 million hectares of land greening, raising its forest coverage rate to more than 25 percent and contributing about 25 percent of the world's newly added green areas, statistics from the NFGA show.
Moreover, China attaches great importance to international cooperation on desertification control. It has established the China-Mongolia Desertification Prevention and Control Cooperation Center, the China-Arab International Research Center for Drought, Desertification, and Land Degradation, and the China-Central Asia Desertification Prevention and Control Cooperation Center, providing Chinese solutions and expertise to the global fight against desertification, according to China's National Forestry and Grassland Administration.
For example, hundreds of wells drilled by Chinese teams have turned sandy areas into farmland in Egypt, supporting desert reclamation. China has supplied drought-resistant saplings to Mongolia's "Billion Trees" campaign. Africa's own "Great Green Wall" initiative, inspired by China's National Forestry and Grassland Administration, has also gained support from China, Xinhua reported last year.
。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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