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Caustic soda: The price of high-concentration alkali has increased significantly, and the purchase price of alumina in the main producing areas will increase from tomorrow

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September 11, 2023, 3:17 PM


Spot analysis of caustic soda:      today, China's caustic soda market is mainly rising regionally, the price of low concentration caustic soda is stable and small, the price of high concentration caustic soda market is good to support the price rise obviously, there are still differences in supply and demand in some areas, and the pressure of caustic soda inventory in most areas is not great, which brings a certain boost to the market. Today, the price of high concentration alkali in the liquid alkali market rose in most areas, and the market trading atmosphere was OK. The price of low concentration alkali rose in some areas, and most of them maintained the previous level. from the point of view of regional market price adjustment, 32% ion-exchange membrane alkali rose 50 yuan / ton, 50% ion-exchange membrane alkali rose 50-120 yuan / ton, 49% ion-exchange membrane alkali rose 90-150 yuan / ton, and the price of other concentration alkali remained stable. There is no significant adjustment in the price range. The high concentration alkali inventory of enterprises in most areas is low, and the shipment performance is OK, coupled with the increase in export orders of enterprises in the main producing areas, the overall transaction atmosphere of the market is good, which mainly supports the rise of high concentration alkali prices. the barycenter of transaction price in the low concentration alkali market in some areas has moved up, which is mainly supported by the local supply side, and the supply is tight, and the enterprise shipment is OK. The overall trend of the market in other regions is relatively stable, the supply and demand side has not changed much, the industry is mainly watching the market, and the price has not fluctuated obviously. Upstream production enterprises in Shandong and North China, most manufacturers raised their quotations, some manufacturers in East China raised their ex-factory quotations, and most manufacturers in other regions wait and see to stabilize prices. Today, the tablet alkali market is mainly rising in some areas, the market transaction atmosphere shows regional differences, the market transaction atmosphere in some areas is good, the market performance in some areas is average, the price has not been adjusted, and the quotations of tablet alkali manufacturers in Shandong have been raised. The price quotation of some manufacturers in the northwest region has been raised, which has boosted the local market, the transaction price center of gravity in the local market has moved up, and the transaction prices in other areas are relatively stable. The change of supply and demand is not obvious, and the price is mainly collation.

 

Market price of caustic soda:

Summary of market price of caustic soda (unit: yuan / ton)

Specifications

Market

September eighth

September eleventh

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

950-1300

950-1300

0/0

Ex-factory price

Northwest

864-896

864-896

0/0

Ex-factory price

North China

770-910

770-910

0/0

-

Hebei

840-860

840-860

0/0

Ex-factory price

South China

990-1200

990-1200

0/0

Can price

Shandong

780-835

780-835

0/0

Current exchange rate

Zhejiang

1030-1050

1030-1050

0/0

-

Jiangsu Province

840-900

890-950

50/50

Delivery price

Tianjin

2700-2800

2700-2800

0/0

A discount of 100%

Anhui Province

900-920

900-920

0/0

Ex-factory price

Henan

2700-3050

2700-3050

0/0

A discount of 100%

50% ionic membrane alkali

North China

1360-1850

1420-1850

60/0

Ex-factory price

Hebei

1420-1850

1480-1850

60/0

Ex-factory price

Shandong

1340-1400

1420-1450

80/50

Current exchange rate

Tianjin

2900-2980

3000-3100

100/120

A discount of 100%

Southwest

3400-3500

3400-3500

0/0

A discount of 100%

99% tablet alkali

Northwest

3100-3400

3100-3400

0/0

Ex-factory price

Shandong

3350-3450

3350-3450

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

1360-1400

1450-1550

90/150

Ex-factory price

30% ionic membrane alkali

Southwest

990-1020

990-1020

0/0

-

48% ionic membrane alkali

Henan

3100-3350

3100-3350

0/0

A discount of 100%

 

Caustic soda index analysis: according to Tuduoduo data, China's caustic soda index rose to 2719.36 on September 11, up 36.32%, or 1.354%. China's caustic soda index rose.

 

 

Forecast in the later stage of caustic soda: & there are some differences in supply and demand in different regions of the nbsp;   market. At present, the inventory pressure of enterprises in most areas of the liquid alkali market is not great, and the supply side has support to the market. The foreign trade performance of high concentration caustic soda is good in the near future, and the enterprise shipments are good. In addition, there are export orders in the main producing areas, supporting the price increase of high concentration alkali in most areas, and the market may still be supported in the short term. An alumina factory in the lower reaches of Shandong plans to raise the purchase price of liquid alkali from September 12, which gives a significant boost to the local market. It is expected that the price of low-concentration alkali in Shandong will rise mainly tomorrow, and the situation of rising in some surrounding areas will not be ruled out. At present, the pre-sale performance of manufacturers in the tablet alkali market is OK, the inventory pressure of manufacturers is not great, and the quotation of manufacturers is relatively strong. At present, various manufacturers have a strong price mentality, which brings obvious support to the market, and it is expected that there is still room for upside in the short-term tablet alkali market. In addition, in terms of futures, on September 8, Zhengzhou Commodity Exchange issued a notice that caustic soda futures will be listed and traded from September 15, 2023 (this Friday). At that time, we should pay attention to the trend of the two cities in the later stage of futures listing.

 

Market price of liquid chlorine:

Summary of market price (unit: yuan / ton)

Area

September eighth

September eleventh

Rise and fall

Remarks

Northeast China

100-400

200-500

100/100

Tank car quotation

Shandong province

200-350

300-450

100/100

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

100-250

150-350

50/100

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

100-300

200-300

100/0

Tank car quotation

Inner Mongolia

-300-100

-300-100

0/0

Tank car quotation

Anhui province

50-200

100-300

50/100

Tank car quotation

Hebei Province

100-400

200-500

100/100

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index rose 61.11%, or 22%, to 338.89 on Sept. 11. China's liquid chlorine index rose.