First Futures: overseas interest rate cut benefits exports, caustic soda futures prices soar limit-up

Overseas chlor-alkali units reduce their load, causing a decrease in caustic soda supply, which may drive up China's caustic soda exports. New domestic downstream alumina units will be put into operation, benefiting domestic demand. Caustic soda prices are expected to rebound, so it is important to pay attention to the progress of new downstream capacity and changes in overseas units.