Spot analysis of caustic soda: the overall operation of China's caustic soda market is stable and small today, the price level in most areas almost maintains the trend of yesterday, there are no obvious factors guiding the market, the price range fluctuates little, the market transaction situation changes little, operators maintain a wait-and-see mood, and the operation of entering the market is more cautious. Today, the operation of the liquid alkali market is relatively flexible, and most operators hold a wait-and-see mentality. Near the weekend, each region has a heavier wait-and-see mentality, and the market mentality is more cautious. From the perspective of regional market price adjustment, the prices of 32% ionic membrane alkali, 49% ionic membrane alkali, 49% ionic membrane alkali and other concentrations remain stable, and the price range has not been significantly adjusted. There is little change in the supply and demand side of the regional market, the enterprise shipment is relatively stable, the supply of goods does not change much, and the downstream demand maintains the rhythm of lukewarm rigid demand procurement. Today, the market has not seen obvious factors guiding the market trend. The fluctuation of the regional market is not obvious, and the wait-and-see mood is heavy, the overall market trend is relatively stable, and there is no obvious change in the market transaction price range. The upstream production enterprises flexibly adjust their quotations individually, most manufacturers wait and see to stabilize the price, and the price adjustment is more cautious. Today, the trend of the tablet alkali market is relatively flexible, the shipping situation of enterprises is general, the downstream demand maintains a lukewarm trend, the overall operation atmosphere of the market is maintained in the early stage, and the price center of gravity of local market transactions has moved up, mainly supported by tight local supply. Most regional markets are dominated by consolidation, price operation is relatively stable, supply and demand sides do not see obvious changes today, most operators enter the market more cautiously, more wait and see the market.
Market price of caustic soda:
Summary of market price of caustic soda (unit: yuan / ton) |
|||||
Specifications |
Market |
August 31st |
September first |
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 |
770-810 |
770-810 |
0/0 |
Ex-factory price |
|
South China |
960-1150 |
960-1150 |
0/0 |
Can price |
|
Shandong |
750-820 |
750-820 |
0/0 |
Current exchange rate |
|
Zhejiang |
1050-1110 |
1050-1110 |
0/0 |
- |
|
Jiangsu Province |
830-880 |
830-880 |
0/0 |
Delivery price |
|
Tianjin |
2500-2620 |
2500-2620 |
0/0 |
A discount of 100% |
|
Anhui Province |
870-900 |
870-900 |
0/0 |
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 |
1260-1320 |
0/0 |
Current exchange rate |
|
Tianjin |
2600-2780 |
2600-2780 |
0/0 |
A discount of 100% |
|
Southwest |
3300-3400 |
3300-3400 |
0/0 |
A discount of 100% |
|
99% tablet alkali |
Northwest |
3000-3300 |
3000-3300 |
0/0 |
Ex-factory price |
Shandong |
3350-3400 |
3350-3400 |
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 |
1280-1350 |
1280-1350 |
0/0 |
Ex-factory price |
30% ionic membrane alkali |
Southwest |
970-990 |
970-990 |
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 2548.28 on September 1, up 0%, and China's caustic soda index was stable.
Caustic soda later forecast: this week, the overall market trend continues to rise, supply and demand have rigid support to the market, but the substantial trading situation in the market has not significantly improved, near the weekend, the caustic soda market in various regions of the wait-and-see mood increased, the market operation is relatively stable. At present, the time node comes to the beginning of September, and the price of liquid alkali purchased in most areas has not been announced yet. it is understood that most operators are optimistic about the purchase price of liquid alkali in September, and further attention is needed in the later stage. There are few maintenance equipment in the later stage of the supply side, and the early maintenance equipment is restored, and the supply presents regional support in the later stage of the market, while there may be a small increase in the supply side in some areas, which has a certain negative impact on the local market. the market under the influence of the supply side may show differential operation. On the demand side, with the arrival of Jin Jiu, downstream procurement demand is expected to recover to a certain extent, but whether the recovery can reach the expected level still needs to be studied. It is understood that the alkali consumption of downstream alumina plants in some areas has increased, which has a certain support for the local market. And operators in some areas are bullish about the future, and it is expected that the short-term caustic soda market or the whole still has room to rise.
Market price of liquid chlorine:
Summary of market price (unit: yuan / ton) |
||||
Area |
August 31st |
September first |
Rise and fall |
Remarks |
Northeast China |
300-500 |
200-500 |
-100/0 |
Tank car quotation |
Shandong province |
400-550 |
300-550 |
-100/0 |
Tank car quotation |
Zhejiang Province |
500-600 |
500-600 |
0/0 |
Tank car quotation |
East China region |
200-300 |
100-200 |
-100/-100 |
Tank car quotation |
Southwest China |
400-600 |
400-600 |
0/0 |
Tank car quotation |
Central China |
100-350 |
100-350 |
0/0 |
Tank car quotation |
Inner Mongolia |
-300-100 |
-300-100 |
0/0 |
Tank car quotation |
Anhui province |
200-400 |
200-400 |
0/0 |
Tank car quotation |
Hebei Province |
300-600 |
200-500 |
-100/-100 |
Tank car quotation |
Liquid chlorine index analysis: according to Tuduoduo data, China's liquid chlorine spot index was 338.89, down 27.78%, or 7.58%. China's liquid chlorine index fell.