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.