Market starts to increase, and soda ash prices are stable (9.14 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, China's soda ash market has basically stabilized. As of now, the price of light soda ash in China is between 3,000 - 3,400 yuan/ton, and the price of heavy soda ash is between 3,200 - 3,500 yuan/ton. The supply of soda ash in the market is still tight, and the market price is running at a high level; Some manufacturers temporarily stopped this week, but production in the early period of maintenance basically returned to normal. Coupled with the increase in the output of new production lines, the market supply has increased in a narrow range; Manufacturers 'inventories are low, market supply and marketing are basically balanced, and companies schedule orders and deliver goods. Currently, some companies in the market are still not receiving orders temporarily. Demand in the downstream market remains stable, but due to the influence of futures prices, the market purchasing sentiment has become cautious, and purchasing on demand is mainly based, and the soda ash market continues to operate steadily.

Forecast for next week: With the end of maintenance companies, market starts will gradually increase; market demand is stable, but due to the impact of low manufacturers 'inventories, new orders shipments are still tight. With the increase of new downstream float glass production lines, soda ash supply and demand will be in a tight balance in the short term, and prices will remain high.

2.  Comparison of market prices of soda ash in regions

Unit: yuan/ton

3. Soda ash process profit statement

As of September 14 this week, the profit of the combined alkali method was 1949 yuan/ton, up 9 yuan/ton from the previous week; the profit of the ammonia-alkali method was 1490 yuan/ton, down 6 yuan/ton from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 82%, an increase of 3% from last week. According to incomplete statistics, the output of soda ash manufacturers this week is about 610,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 136,000 tons, compared with 128,000 tons last week, a month-on-month increase of 8,000 tons, or 6.25%.