1. Analysis of China's soda ash market
This week, the operation of China's soda ash market has been basically stable, and prices in some regions have been adjusted within a narrow range. As of now, the price of light soda ash in China is between 2,700 - 2,900 yuan/ton, and the price of heavy soda ash is between 2,800 - 3,000 yuan/ton; this week, some soda ash companies have started installation operations, and the market supply has decreased slightly. The start of other companies is basically stable, and the overall start of the industry is still high; Soda ash companies still place some orders on hand, and soda ash manufacturers 'inventories continue to decline, and some companies control not to quote for the time being. Demand in the downstream market is stable, and enterprises' stock stocks are not high. Due to the high price of soda ash, enterprises 'high-priced purchasing sentiments are somewhat conflicted and more are maintained. The market trading atmosphere has weakened, and soda ash prices have remained stable at a high level.
Forecast for next week: As maintenance companies recover, soda ash supply will increase in the later period; manufacturers 'inventories are low, and the market spot supply will be tight; demand has not been adjusted in the short term, traders are willing to ship, and individual companies receive new orders. The pressure on orders has increased, and company quotations have been adjusted. The overall change is not large at present. It is expected that the soda ash market will operate steadily in the short term.
2. Comparison of market prices of soda ash in regions
Unit: yuan/ton
|
areas |
specifications |
December 7 |
December 14 |
rise and fall |
previous month |
|
Northeast China |
light soda ash |
2925 |
2925 |
0 |
0.00% |
|
heavy sodium carbonate |
3075 |
3075 |
0 |
0.00% |
|
|
in North China |
light soda ash |
2850 |
2850 |
0 |
0.00% |
|
heavy sodium carbonate |
3025 |
3025 |
0 |
0.00% |
|
|
East China |
light soda ash |
2775 |
2800 |
25 |
0.90% |
|
heavy sodium carbonate |
2925 |
2925 |
0 |
0.00% |
|
|
central China |
light soda ash |
2800 |
2800 |
0 |
0.00% |
|
heavy sodium carbonate |
2900 |
2900 |
0 |
0.00% |
|
|
South China |
light soda ash |
3150 |
3150 |
0 |
0.00% |
|
heavy sodium carbonate |
3250 |
3250 |
0 |
0.00% |
|
|
southwestern region |
light soda ash |
2925 |
2950 |
25 |
0.85% |
|
heavy sodium carbonate |
3100 |
3150 |
50 |
1.61% |
|
|
northwestern region |
light soda ash |
2700 |
2750 |
50 |
1.85% |
|
heavy sodium carbonate |
2750 |
2850 |
100 |
3.64% |
3. Soda ash process profit statement
As of December 14 this week, the profit of the combined alkali method was 1500 yuan/ton, down 5 yuan/ton from last week; the profit of the ammonia-alkali method was 1088 yuan/ton, down 7 yuan/ton from last week.
|
production process |
December 7 |
December 14 |
Weekly ups and downs |
rise and fall |
|
combined alkali method |
1505 |
1500 |
-5 |
-0.33% |
|
ammonia-soda process |
1095 |
1088 |
-7 |
-0.64% |
4. Equipment maintenance of soda ash enterprises
This week, the soda ash industry started at 84.50%, down 0.68% from last week. According to incomplete statistics, the output of soda ash manufacturers this week is about 658,000 tons.
|
Equipment maintenance list of soda ash enterprises on December 14, 2023 |
|||
|
process |
enterprise name |
production capacity |
device condition |
|
combined alkali method |
Fujian Yaolong |
40 |
Maintenance will start from September 11, 2022, and recovery time will be determined |
|
Huainan Debang |
60 |
On August 17, the company's equipment was stopped for maintenance, and the recovery time was to be determined. |
|
|
Xuzhou Fengcheng |
60 |
Enterprise equipment maintenance from December 1 to December 11 |
|
|
Xinghua, Shaanxi |
30 |
On November 28, the company began to stop the equipment for maintenance and maintenance, and the time is expected to be until the end of December |
|
|
Hubei Xindu |
60 |
December 9th, the company's equipment was repaired on the 2nd day |
|
|
Zhongyan Kunshan |
80 |
December 10: Enterprise equipment maintenance 2nd |
|
|
Jinshan, Henan |
390 |
December 12, some equipment of the company was overhauled on the 4th |
|
|
Gansu Jinchang |
20 |
The company's equipment was repaired on December 12, and the recovery time was to be determined |
|
|
chlor-alkali process |
Qinghai Fantou |
140 |
On October 28, the company's equipment was reduced and repaired, and the recovery time was to be determined |
|
Kunlun Jianye |
150 |
On October 28, the company's equipment was reduced and repaired, and the recovery time was to be determined |
|
|
Shandong Haitian |
150 |
December 11, the company's equipment load reduction and maintenance, 3rd day |
|
|
Jiangsu jingshen |
60 |
December 11th, the company's equipment was repaired on the 3rd |
|
|
Colorful alkali industry |
110 |
December 12: Enterprises install until the end of the month |
|
5. Soda ash manufacturer inventory
The total inventory of Chinese soda ash manufacturers this week was 342,200 tons, compared with 368,500 tons last week, a month-on-month decrease of 26,300 tons, or 7.14%.
