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Caustic soda: Prices have increased almost across the board, and the market has obvious positive support

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September 12, 2023, 4:03 PM


Spot analysis of caustic soda:      China's caustic soda market is almost up today, and transaction prices in most areas have risen in varying degrees, bringing obvious positive support to the market on the supply side, and the overall operation of the caustic soda market is OK. Today, prices in all regions of the liquid alkali market have risen almost across the board, the market trading atmosphere is OK, and the market prices in some regions have not changed. from the perspective of regional market price adjustment, 32% ion-exchange membrane alkali rose 10-100 yuan / ton, 50% ion-exchange membrane alkali increased 30-150 yuan / ton, 49% ion-exchange membrane alkali increased 20-50 yuan / ton, 30% ion-exchange membrane alkali increased 35-65 yuan / ton The prices of other concentrations of alkali remained stable, and the price range was not significantly adjusted. First of all, the lower reaches of Shandong alumina raised the purchase price of liquid alkali today, which has obvious support to the local market. The barycenter of local market transaction price mainly moved up, and the surrounding local area was affected by this, the price rose mainly; the inventory pressure of enterprises in some areas was not great, the supply supply was a little tight, the supply side supported the market upward, and the real estate industry had a bullish mentality, so the transaction price range in some areas moved up. The overall trend of the market in a few other regions is relatively stable, the supply and demand side has not changed much, the operators wait and see the market mainly, and the price does not fluctuate obviously. Manufacturers in Shandong area, the upstream production enterprises, almost raised their ex-factory quotations, while some manufacturers in North China and East China raised their ex-factory quotations, while most manufacturers in other areas waited and saw to stabilize prices. Today, the transaction atmosphere in the tablet alkali market is relatively flexible, and the transaction prices in various regional markets have not fluctuated obviously, and all of them have been sorted out. Some manufacturers have announced that this week's new order prices have been raised mainly, which supports the local market. The actual transaction price in the market is higher than the ex-factory quotation, and the manufacturers have a strong price-raising mentality, and some operators in the market are still bullish.

 

Market price of caustic soda:

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

Specifications

Market

September eleventh

September twelfth

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

950-1300

1000-1300

50/0

Ex-factory price

Northwest

864-896

864-896

0/0

Ex-factory price

North China

770-910

815-910

45/0

-

Hebei

840-860

880-910

40/50

Ex-factory price

South China

990-1200

1040-1200

50/0

Can price

Shandong

780-835

780-870

0/35

Current exchange rate

Zhejiang

1030-1050

1030-1050

0/0

-

Jiangsu Province

890-950

900-960

10/10

Delivery price

Tianjin

2700-2800

2700-2900

0/100

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

1420-1850

1460-1850

40/0

Ex-factory price

Hebei

1480-1850

1520-1850

40/0

Ex-factory price

Shandong

1420-1450

1450-1500

30/50

Current exchange rate

Tianjin

3000-3100

3000-3200

0/100

A discount of 100%

Southwest

3400-3500

3550-3650

150/150

A discount of 100%

99% tablet alkali

Northwest

3100-3400

3200-3500

100/100

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

1450-1550

1470-1600

20/50

Ex-factory price

30% ionic membrane alkali

Southwest

990-1020

1025-1085

35/65

-

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 2789.83 on September 12, up 70.47%, or 2.591%. China's caustic soda index rose.

 

 

Caustic soda late forecast:     today prices in most areas of varying degrees of increase, the performance of the market trading atmosphere is OK. From the perspective of the late market, at present, the delivery performance of chlor-alkali enterprises in most areas is OK, and the inventory pressure is not great. In addition, due to the influence of large-scale activities in East China in late September, it is expected that the chlor-alkali plant will store and reduce the load. At that time, caustic soda will be used as dangerous chemicals. Transportation will also be affected to a certain extent, and the supply side as a whole still has favorable support for the market. Demand side today, Shandong alumina procurement prices have brought strong support to the market, it is understood that the recent resumption of production in individual major alumina production areas, demand or regional increase, high concentration of alkali recent foreign trade performance is good, enterprise shipments are better, the overall market demand has a steady trend of small increase, the demand side also brings some favorable support to the market. At present, the regional markets still have expectations for Jinjiu, coupled with strong support expectations on the supply side, the bullish mentality of most operators has increased. It is expected that the short-term caustic soda market still has upward space. In addition, after the listing time of caustic soda futures announced by Zheng Shang on September 8, the market has different views on caustic soda futures. At that time, we need to 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 eleventh

September twelfth

Rise and fall

Remarks

Northeast China

200-500

300-500

100/0

Tank car quotation

Shandong province

300-450

400-550

100/100

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

150-350

300-350

150/0

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

200-300

250-400

50/100

Tank car quotation

Inner Mongolia

-300-100

-300-100

0/0

Tank car quotation

Anhui province

100-300

100-300

0/0

Tank car quotation

Hebei Province

200-500

300-600

100/100

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index rose 41.67%, or 12.3%, to 380.56 on Sept. 12. China's liquid chlorine index rose.