February 6th News: On the evening of February 5th, the third caustic soda production line at Junzheng Mengxi Chemical was shut down for maintenance, with an expected duration of two days. Chempricehub's analysis of caustic soda provides a long-short rating of 1. The article notes that the two-day maintenance shutdown of Junzheng Mengxi Chemical's third caustic soda line on the evening of February 5th is expected to reduce short-term supply by approximately 10%–15% (based on single-line shutdown estimates), which is favorable for spot caustic soda prices and may drive spot quotations up by 50–100 yuan per ton. Combined with the latest caustic soda futures data, such as the closing price of the 2605 contract at 2,152 yuan/ton yesterday (settlement price: 2,188 yuan/ton, down 22 yuan), the expectation of supply tightness may stimulate a rebound in futures prices, particularly for near-term contracts (active positions in 2603–2605), with short-term upward pressure expected to strengthen. Rating rationale: Although the maintenance event lasts only two days, it directly reduces supply, constituting a moderate positive factor that supports the upward price trend.