High soda ash prices are high, market purchases are cautious (12.7 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, China's soda ash prices are rising steadily. As of now, China's light soda prices are between 2,700 - 2,950 yuan/ton, and the heavy soda prices are between 2,900 - 3,100 yuan/ton. This week, as early maintenance companies resume production, the market has started to start. Improvement; Recently, the soda ash market is operating well, companies have delivered early orders in hand, and the inventory of some manufacturers has maintained a downward trend; Demand in the downstream market is stable, and companies 'purchasing enthusiasm is still acceptable. However, as soda ash prices continue to rise, some downstream companies have become cautious in purchasing and maintain the focus of buying just in need; in addition, soda ash futures prices have continued to rise, and soda ash spot prices have been firm at a high level. The soda ash market is operating at a high level.

Forecast for next week: The soda ash market starts at a high level, and the company's quotations are firm because manufacturers still have to place orders; the downstream market demand has not been adjusted in the short term. It is reported that some downstream manufacturers have low inventories and the market demand is basically stable; However, due to the high level of soda ash, some manufacturers have high cost pressure, or there is the possibility of replacing other products, and the soda ash market will operate steadily at a high level 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 December 7 this week, the profit of the combined alkali method was 1505 yuan/ton, up 145 yuan/ton from the previous week; the profit of the ammonia-alkali method was 1095 yuan/ton, up 192 yuan/ton from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 85.08%, an increase of 0.09% from last week. According to incomplete statistics, the output of soda ash manufacturers this week is about 663,500 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 368,500 tons, compared with 381,300 tons last week, a month-on-month decrease of 12,800 tons, or 3.36%.