The soda ash market is weak and difficult to change. The market is pessimistic (5.18 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, the market price of soda ash in China fell sharply. This week, the decline in heavy soda was higher than the decline in light soda, and the price difference between light and heavy soda narrowed. As of now, the price of light soda ash in North China is 2300 yuan/ton, and the price of heavy soda ash is 2300 yuan/ton; The price of light soda ash in East China is 2250 yuan/ton, and the price of heavy soda ash is 2250 yuan/ton; Affected by market demand, the shipping pressure of soda ash companies has increased. Equipment starts at Jiangsu Shilian, Xuzhou Fengcheng and Chongqing Xiangyu companies have declined, and the market supply has decreased slightly. Recently, soda ash market prices have continued to fall, and the purchasing sentiment in the downstream market has been more cautious, and more companies have maintained Just need to purchase, and the game mood on the supply and demand side of the market is obvious.

Forecast for next week: Xuzhou Fengcheng equipment will be restored, and Tongbai Haijing will have maintenance plans in the later period. Currently, there are not many maintenance companies in the market, and the operating rate of the soda ash industry remains high; some manufacturers 'inventories have increased, market prices have continued to fall, and actual transaction prices have increased. It is expected that the soda ash market will continue to operate in a weak manner in the short term.

2.  Comparison of market prices of soda ash in regions

Unit: yuan/ton

3. Soda ash process profit statement

As of May 18 this week, the profit of the combined alkali method was 950 yuan/ton, down 330 yuan/ton from the previous week; the profit of the ammonia-alkali method was 820 yuan/ton, down 93 yuan/ton from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 85.0%, down 5% from last week. Among them, ammonia and alkali factories start an average of 94%, joint alkali factories start an average of 76.8%, and natural alkali factories start an average of 100%. According to incomplete statistics, the output of soda ash manufacturers this week is about 582,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 538,000 tons, compared with 515,000 tons last week, an increase of 23,000 tons month-on-month, or 4.47%.