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Caustic soda: The market trend is slightly divided, and the price adjustment direction is different

116,097
August 8, 2023, 2:56 PM


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)

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.