[Soda ash] Soda ash manufacturers continue to remove new orders and prices continue to rise (8.10 Soda ash Weekly Review)

1. Analysis of China's soda ash market

This week, the price of new orders in China's soda ash market continues to increase. As of now, the ex-factory price of China's mainstream light soda is 2,000 - 2,250 yuan/ton, and the price of mainstream heavy soda delivered to the terminal is 2,200 - 2,400 yuan/ton. Recently, the transaction atmosphere in the soda ash market has been relatively good. Some preliminary maintenance companies have resumed construction, and the market's starting load has increased slightly; soda ash companies have many orders in hand. Some manufacturers have received orders until the end of the month. Companies have arranged orders and delivered goods. Manufacturers 'inventories have continued to decline. The supply of spot goods in the market is tight, and the price of new orders in the market has increased slightly; the downstream market still maintains a just need to purchase. As new market production capacity approaches, companies are also more cautious in purchasing, and the market has a strong wait-and-see attitude.

Forecast for next week: At present, some enterprises in the market are still under-operating equipment, soda ash companies have sufficient orders, and manufacturers 'inventories remain low; downstream market demand has not changed much, and soda ash will be used as it is purchased; due to the low inventory of soda ash manufacturers, most companies Control orders and temporarily seal orders. The tight market supply situation continues, and the soda ash market will maintain good operation 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 August 10 this week, the profit of the combined alkali method was 988 yuan/ton, up 98.5 yuan/ton month-on-month; the profit of the ammonia-alkali method was 480 yuan/ton, down 35.3 yuan/ton month-on-month.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 79%, an increase of 2% from last week. Among them, ammonia soda manufacturers started at an average of 76%, combined soda manufacturers started at an average of 81%, and natural soda plants started at an average of 77%. According to incomplete statistics, the output of soda ash manufacturers this week is about 548,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 205,000 tons, compared with 240,000 tons last week, a month-on-month decrease of 35,000 tons, or 14.58%.