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厂库库存 43.5 万吨、环比下降 5.04 万吨，港口库存 115.55 万吨、环比下降 10.62 万吨，厂库与港口同步去库，主要源于到货下滑，去库节奏符合此前预判，当前港口与内蒙价差达 600-700 元 / 吨，均处历史高位，区域价差与期现价差共同反映现货流通货源极度紧缺；同时基差持续走强，太仓现货基差今日走强40-50， 基差05+80到90，内蒙、太仓、华南现货报价全面走高，西北现货 

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