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) |
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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.