Spot analysis of caustic soda: today, the trend of China's caustic soda market is slightly different, there are differences in supply and demand in different regions, the prices of individual high concentration caustic soda have fallen, and prices have risen mainly in some areas. Today, the trend of the liquid alkali market shows differentiation, with the price of low concentration alkali rising mainly, and the price of individual high concentration alkali falling, and the market transaction situation is different. from the perspective of regional market price adjustment, 32% of ionic membrane alkali rose 20-50 yuan / ton in some areas, 50% ion-exchange membrane alkali fell 20 yuan / ton in individual areas, and the prices of other concentrations of alkali remained stable, and the price range has not been significantly adjusted. The shipment situation of chlor-alkali enterprises in individual areas is OK, the downstream demand is relatively stable, and the price center of market transaction is mainly shifted upward; the inventory of enterprises in some areas is low, coupled with the maintenance of equipment in the surrounding areas to support the price rise, the overall supply of goods is on the low side, which also has a certain boost to the surrounding areas. However, the price decline of individual high concentration alkali in Shandong area is mainly due to the unsatisfactory shipping situation of local enterprises, lukewarm performance on the demand side, and poor market transactions, so the price center of gravity of market transactions has mainly shifted downwards. Today, most of the markets in other regions are stable, operators wait and see, and there is no obvious fluctuation in market prices. A few upstream production enterprises adjust sporadically, and most of them wait and see to stabilize prices. Today, the trading atmosphere in the tablet alkali market is OK, the enterprise is mainly active in shipping, the downstream demand is relatively stable, and the new order quotations of some manufacturers in the northwest region have been raised mainly, driving the local market transaction price center to move up, and the manufacturers' pre-sale situation is OK. The market performance in other areas is relatively stable, the market transaction price range has not changed significantly, and the merchants' mentality of entering the market is more cautious.
Market price of caustic soda:
Summary of market price of caustic soda (unit: yuan / ton) |
|||||
Specifications |
Market |
August 21 |
August twenty _ second |
Rise and fall |
Remarks |
32% ionic membrane alkali |
Northeast China |
905-1200 |
905-1200 |
0/0 |
Ex-factory price |
Northwest |
704-736 |
704-736 |
0/0 |
Ex-factory price |
|
North China |
750-910 |
750-910 |
0/0 |
- |
|
Hebei |
765-785 |
790-810 |
25/25 |
Ex-factory price |
|
South China |
900-1020 |
900-1050 |
0/30 |
Can price |
|
Shandong |
750-820 |
750-820 |
0/0 |
Current exchange rate |
|
Zhejiang |
1000-1060 |
1050-1110 |
50/50 |
- |
|
Jiangsu Province |
815-860 |
815-880 |
0/20 |
Delivery price |
|
Tianjin |
2500-2620 |
2500-2620 |
0/0 |
A discount of 100% |
|
Anhui Province |
820-850 |
850-880 |
30/30 |
Ex-factory price |
|
Henan |
2600-2850 |
2600-2850 |
0/0 |
A discount of 100% |
|
50% ionic membrane alkali |
North China |
1260-1850 |
1260-1850 |
0/0 |
Ex-factory price |
Hebei |
1350-1850 |
1350-1850 |
0/0 |
Ex-factory price |
|
Shandong |
1260-1320 |
1240-1320 |
-20/0 |
Current exchange rate |
|
Tianjin |
2600-2780 |
2600-2780 |
0/0 |
A discount of 100% |
|
Southwest |
3200-3300 |
3200-3300 |
0/0 |
A discount of 100% |
|
99% tablet alkali |
Northwest |
2850-3100 |
2850-3100 |
0/0 |
Ex-factory price |
Shandong |
2900-3250 |
2900-3250 |
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 |
945-955 |
945-955 |
0/0 |
- |
48% ionic membrane alkali |
Henan |
3000-3150 |
3000-3150 |
0/0 |
A discount of 100% |
Caustic soda index analysis: according to Tuduoduo data, China's caustic soda index was 2509.83, up 12.01%, or 0.481%, and China's caustic soda index rose.
Prediction of the later stage of caustic soda:   At present, some devices on the liquid alkali supply side are being overhauled, and the market has maintained an upward trend recently. The decline in the price of individual high concentration alkali has failed to change the overall upward trend of the liquid alkali market. The device maintenance supply side still has regional favorable support to the market, while the overall downstream demand is relatively stable and has no substantial improvement, which may be a drag on the market. In addition, some operators hold the mentality that there is not much room for liquid alkali prices to rise in the future, the market is still boosted by the supply side in the short term, and it is expected that the supply side of the short-term liquid alkali market may continue to show differential operation, and the market price adjustment mentality is different, so we need to pay attention to the supply and demand side. At present, the pre-sale situation of tablet alkali manufacturers is OK, the operation of the tablet alkali market in most areas is relatively strong, and the current market is obviously supported by the supply side, while in the later stage, individual manufacturers have maintenance plans in the later stage, and the supply of goods is still expected to be reduced. Or continue to support the market, coupled with some operators still have a bullish attitude towards the future, it is expected that the short-term tablet alkali market may still have room to rise.
Market price of liquid chlorine:
Summary of market price (unit: yuan / ton) |
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Area |
August 21 |
August twenty _ second |
Rise and fall |
Remarks |
Northeast China |
1-300 |
100-400 |
99/100 |
Tank car quotation |
Shandong province |
100-300 |
200-400 |
100/100 |
Tank car quotation |
Zhejiang Province |
500-600 |
500-600 |
0/0 |
Tank car quotation |
East China region |
-100-100 |
1-100 |
101/0 |
Tank car quotation |
Southwest China |
400-600 |
400-600 |
0/0 |
Tank car quotation |
Central China |
50-250 |
100-300 |
50/50 |
Tank car quotation |
Inner Mongolia |
-300-100 |
-300-100 |
0/0 |
Tank car quotation |
Anhui province |
150-300 |
150-250 |
0/-50 |
Tank car quotation |
Hebei Province |
1-300 |
100-400 |
99/100 |
Tank car quotation |
Liquid chlorine index analysis: according to Tuduoduo data, China's liquid chlorine spot index was 277.78, up 36.11, or 14.94%, and China's liquid chlorine index rose.