Soda ash manufacturers continue to go to warehouses and market prices fluctuate (7.6 Soda Ash Weekly Review)

1. Analysis of China's soda ash market

This week, the market price of soda ash in China fluctuated within a narrow range. As of now, the mainstream ex-factory price of light soda in China this week is 1,850 - 2,050 yuan/ton, and the mainstream price of heavy soda delivered to the terminal is 1,950 - 2,200 yuan/ton; This week, the number of soda ash maintenance companies in the market has increased, the industry's starting load has dropped, manufacturers 'inventories are not high, and downstream demand is too high. The need for soda ash to be purchased has been maintained, and prices in some areas have loosened; For manufacturers in East China, the price of new orders has increased slightly; According to market news, products have been released in the first phase of Yuanxing, the market has a strong wait-and-see attitude, and market prices are stable.

Forecast for next week: There are no new maintenance plans for the soda ash industry next week, and there is little change in market start-up. Manufacturers still have some orders on hand, and inventories may still maintain a downward trend; there are no new plans for downstream float glass and photovoltaic glass, and companies are still in need of purchase and still have a downward trend. It is expected that the soda ash market price will fluctuate within a narrow range 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 July 6 this week, the profit of the combined alkali method was 728.8 yuan/ton, down 16.2 yuan/ton from the previous week; the profit of the ammonia-alkali method was 487 yuan/ton, unchanged from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 85%, down 5% month-on-month. Among them, ammonia soda manufacturers started at an average of 82%, joint soda manufacturers started at an average of 85%, and natural soda plants started at an average of 97%. According to incomplete statistics, the output of soda ash manufacturers this week is about 570,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 400,300 tons, compared with 422,500 tons last week, a month-on-month decrease of 22,200 tons, or 5.25%.