Manufacturers 'low inventory soda prices rise collectively (11.30 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, China's soda ash market is operating well, and the market price is rising at a high level. As of now, the price of light soda ash in China is between 2,550 - 2,800 yuan/ton, and the price of heavy soda ash is between 2,700 - 2,850 yuan/ton. This week, some soda ash manufacturers have installed maintenance, and there have been a slight decline in industry start-up. There are still some companies under maintenance; The soda ash market maintained its upward trend, and the market signing situation was relatively good. Manufacturers delivered orders on hand, light soda inventories continued to show a downward trend, and some manufacturers 'heavy soda inventories increased; downstream demand remained stable, the market transaction atmosphere was good, manufacturers' inventories were low, soda ash prices were stable and rising.

Forecast for next week: There will still be some manufacturers in the market for maintenance in the near future, and there will be little change in the short term. As companies resume production in the later period, the market supply will increase; as soda ash prices rise to high levels, companies will be cautious in purchasing, and the market has a strong wait-and-see attitude; due to the low inventory of manufacturers, soda ash prices will continue to operate at high levels in the short term.

2.  Comparison of market prices of soda ash in regions

Unit: yuan/ton

3. Soda ash process profit statement

As of November 30 this week, the profit of the combined alkali method was 1360 yuan/ton, up 352 yuan/ton from the previous week; the profit of the ammonia alkali method was 903 yuan/ton, up 235 yuan/ton from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 85%, down 4.49% month-on-month. According to incomplete statistics, the output of soda ash manufacturers this week is about 660,200 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 381,300 tons, compared with 408,000 tons last week, a month-on-month decrease of 26,700 tons, or 6.54%.