Spot analysis of caustic soda: China's caustic soda market after most of yesterday's rise, today's regional price adjustment, and the adjustment direction is different, the market trend is slightly differentiated, prices in some areas continue to rise, prices in individual areas have fallen, and fundamentals still play a leading role in the market. Today, there are certain differences in the trend of various regions of the liquid alkali market, the operation of some areas is slightly differentiated, and prices rise and fall each other. From the point of view of price adjustment in various regions, 32% of ionic membrane alkali has risen by 5-40 yuan / ton, while in some areas it has fallen by yuan / ton. The prices of other concentrations of alkali have remained stable, and the price range has not been significantly adjusted. The shipment situation of chlor-alkali enterprises in some areas is OK, the market transaction is relatively flexible, the demand side is stable, and the contraction on the supply side supports the market and supports the rise in local prices; the price of liquid alkali in some areas has fallen, mainly due to the overhaul of local flake alkali equipment, the supply of liquid alkali has increased, and there are certain negative factors for the local liquid alkali market, manufacturers lower the quotation of liquid alkali, and the price center of gravity of the local market transaction has also moved down. There is little change in the supply and demand side of the market in other areas, enterprise shipments are mainly stable, downstream demand maintains the pace of lukewarm rigid demand procurement, the wait-and-see atmosphere in the market is heavy, and there is no obvious change in the market transaction price range. Upstream production enterprises partially adjust their quotations, and the direction of price adjustment is slightly different, while most manufacturers in other areas wait and see for price stability. Today, the center of gravity of local market transactions in the tablet alkali market continues to move upward, and the quotations of some manufacturers in the northwest region have been raised this week, manufacturers have pre-sales, supporting market prices in some areas to rise, local market transactions are more flexible, merchants' shipments are relatively moderate, downstream demand is relatively stable, and prices are mainly rising. Other parts of the market remained on the sidelines, the price range has not been adjusted.
Market price of caustic soda:
Summary of market price of caustic soda (unit: yuan / ton) |
|||||
Specifications |
Market |
August seventh |
August 8th |
Rise and fall |
Remarks |
32% ionic membrane alkali |
Northeast China |
850-1200 |
860-1200 |
10/0 |
Ex-factory price |
Northwest |
770-810 |
736-752 |
-34/-58 |
Ex-factory price |
|
North China |
700-910 |
700-910 |
0/0 |
- |
|
Hebei |
725-900 |
725-900 |
0/0 |
Ex-factory price |
|
South China |
880-1050 |
880-1050 |
0/0 |
Can price |
|
Shandong |
685-750 |
700-750 |
15/0 |
Current exchange rate |
|
Zhejiang |
950-980 |
950-980 |
0/0 |
- |
|
Jiangsu Province |
785-860 |
785-860 |
0/0 |
Delivery price |
|
Tianjin |
2440-2500 |
2440-2500 |
0/0 |
A discount of 100% |
|
Anhui Province |
820-850 |
820-850 |
0/0 |
Ex-factory price |
|
Henan |
2600-2850 |
2600-2850 |
0/0 |
A discount of 100% |
|
50% ionic membrane alkali |
North China |
1170-1850 |
1170-1850 |
0/0 |
Ex-factory price |
Hebei |
1200-1850 |
1200-1850 |
0/0 |
Ex-factory price |
|
Shandong |
1160-1210 |
1160-1210 |
0/0 |
Current exchange rate |
|
Tianjin |
2540-2600 |
2540-2600 |
0/0 |
A discount of 100% |
|
Southwest |
3100-3200 |
3100-3200 |
0/0 |
A discount of 100% |
|
99% tablet alkali |
Northwest |
2800-3000 |
2800-3000 |
0/0 |
Ex-factory price |
Shandong |
2900-3150 |
2900-3150 |
0/0 |
Ex-factory price |
|
45% ionic membrane alkali |
Northeast China |
1680-1750 |
1680-1750 |
0/0 |
Ex-factory price |
49% ionic membrane alkali |
Jiangsu Province |
1265-1300 |
1265-1300 |
0/0 |
Ex-factory price |
30% ionic membrane alkali |
Southwest |
915-925 |
915-925 |
0/0 |
- |
48% ionic membrane alkali |
Henan |
3000-3150 |
3000-3150 |
0/0 |
A discount of 100% |
Caustic soda index analysis: according to Tdd-global data, China's caustic soda index was 2394.6, down 17.38, or 0.721%, while China's caustic soda index fell.
Forecast in the later stage of caustic soda: fundamentals are still a clich é. At present, there are some differences in supply and demand in different regions of the market, and the equipment maintenance or early maintenance equipment in some areas has not yet been restored, so the supply pressure is not too great for the time being, and there is a certain support for the local market, while in some areas, affected by the maintenance of local flake caustic soda units, the supply of liquid alkali is relatively increased, which is bad for the local market. Most areas of downstream demand almost maintain a stable pace, although the demand side has not brought obvious negative benefits to the market, but there is no significant improvement in substantive demand, there is a certain resistance to price rise, and the transaction situation in each region is relatively flexible. at present, most regional markets are dominated by fundamentals, and it is expected that the short-term caustic soda market may still be dominated by regional adjustment, and there may be some differences in prices, paying attention to changes between supply and demand.
Market price of liquid chlorine:
Summary of market price (unit: yuan / ton) |
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Area |
August seventh |
August 8th |
Rise and fall |
Remarks |
Northeast China |
-100-200 |
1-300 |
101/100 |
Tank car quotation |
Shandong province |
1-150 |
100-250 |
99/100 |
Tank car quotation |
Zhejiang Province |
500-600 |
500-600 |
0/0 |
Tank car quotation |
East China region |
1-100 |
1-100 |
0/0 |
Tank car quotation |
Southwest China |
400-600 |
400-600 |
0/0 |
Tank car quotation |
Central China |
1-250 |
1-250 |
0/0 |
Tank car quotation |
Inner Mongolia |
-300-100 |
-300-100 |
0/0 |
Tank car quotation |
Anhui province |
1-50 |
1-50 |
0/0 |
Tank car quotation |
Hebei Province |
-100-200 |
-100-200 |
0/0 |
Tank car quotation |
Liquid chlorine index analysis: according to Tuduoduo data, China's liquid chlorine spot index rose 22.22%, or 12.49%, to 200.11 on August 8. China's liquid chlorine index rose.