As of January 8, 2026, the inventory of fixed liquid caustic soda in sample enterprises with a capacity of 200,000 tons or more nationwide stood at 495,200 tons (wet ton), marking a month-on-month increase of 1.96% and a year-on-year surge of 76.03%.

PriceSeek's analysis of caustic soda indicates a bearish score of -1.5. The month-on-month rise of 1.96% in caustic soda inventory to 495,200 tons, coupled with a substantial year-on-year increase of 76.03%, suggests oversupply and weak demand, exerting significant downward pressure on spot prices. In the futures market, considering recent contract data (e.g., the settlement price of the 2603 contract at 2,231 yuan per ton, up by 64 yuan), the accumulation of inventory may restrain future price increases and heighten the risk of a futures price correction. The overall score of -1.5 reflects the bearish pressure stemming from high inventory levels.