The soda ash market is stable and small, and manufacturers 'inventories are still low (September 21 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, China's soda ash market has stabilized and moved slightly. As of now, the price of light soda ash in China is between 3,100 - 3,300 yuan/ton, and the price of heavy soda ash is between 3,200 - 3,500 yuan/ton. This week, enterprises undergoing maintenance in the early stage resumed production, and some enterprises temporarily suspended production. The overall supply of the market has increased; this week, manufacturers 'inventories increased slightly, mainly due to changes in the inventory of individual companies, and the overall inventory of manufacturers is still low; At present, manufacturers still have to place orders, and companies schedule orders for delivery. As the holidays and the end of the month are approaching, the prices of new orders from individual manufacturers have been adjusted. As new orders are signed one after another, the supply of heavy alkali is still tight, and most manufacturers are not quoting for the time being; demand in the downstream market remains stable. Some companies have stocked up before the festival, but the purchasing mood is still relatively cautious and prices are negotiated individually.

Forecast for next week: The spot supply of soda ash is still tight, companies schedule orders for shipment, and downstream market demand is stable. As the holidays are approaching, some companies have procurement plans; as the market supply improves, manufacturers 'light soda inventories have increased recently, and new light soda orders have adjusted the price, and market purchasing sentiment has weakened, but the overall market inventory is still low, and the soda ash market is expected to operate steadily.

2. 纯碱areas市场价格对比

Unit: yuan/ton

3. Soda ash process profit statement

As of September 21 this week, the profit of the combined alkali method was 1898 yuan/ton, down 51 yuan/ton from the previous week; the profit of the ammonia-alkali method was 1475 yuan/ton, down 15 yuan/ton from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 82%, which was basically the same as last week. According to incomplete statistics, the output of soda ash manufacturers this week is about 630,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 170,000 tons, compared with 136,000 tons last week, a month-on-month increase of 34,000 tons, or 25.0%.