Industry data show that the price of caustic soda has risen rapidly recently, and as of July 21, the intermediate price of caustic soda in the national market was reported at 716 yuan / ton. Just in February this year, the price of caustic soda touched 532 yuan / ton, a new low in five years, with the improvement of downstream demand and changes in the industry cycle, caustic soda prices slowly out of the trough, the latest price rebounded more than 34% compared with the low point of the year. According to statistics, there are 20 listed companies in A shares that lay out caustic soda business. As of the latest close, the value of the A stock market totaled more than 340 billion yuan. Among the caustic soda concept stocks that have announced performance forecasts, more than 90% of the net profit is expected to double. Since July, the north capital has significantly increased its position in related stocks, zhongtai chemical and luxi chemical two stocks have increased their positions of 25.77 million shares and 19.7 million shares respectively, Ordos, Sanyou Chemical, Junzheng Group and other positions have increased by more than 4 million shares, and Xinjiang Tianye and Hangjin Technology have been increased to varying degrees.