1. Analysis of China's soda ash market
China's soda ash market has stabilized and weakened this week. As of now, the price of light soda ash in China is between 2,650 - 2,800 yuan/ton, and the price of heavy soda ash is between 2,850 - 3,100 yuan/ton. Due to the weakening transaction atmosphere in the soda ash market, some companies have shipped under pressure. Companies have mainly delivered more early orders, and the follow-up of new orders has not been as expected. This week, due to the impact of weather pollution in some areas, the burden on soda ash manufacturers 'installations has been reduced, and market starts have been slightly reduced; Downstream demand remains just in need of procurement, and companies have a strong wait-and-see attitude, and there is not much willingness to prepare goods in advance; at the end of the month, some companies have not yet made quotations, and some companies have successively completed new orders, and the focus of transactions in the soda ash market has shifted downward.
Forecast for next week: Equipment production in individual enterprises will be reduced, and market supply will be reduced; the spot market for soda ash will be stable and weak, and procurement will be more cautious. Affected by market buying and not buying, companies will have a strong wait-and-see attitude; the overall inventory pressure of manufacturers is not high, and prices will be stable; Traders ship frequently, and prices will be mainly negotiated. Both supply and demand in the soda ash market will be weak, and prices will still be weak.
2. 纯碱areas市场价格对比
Unit: yuan/ton
|
areas |
specifications |
December 21 |
December 28 |
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 |
2800 |
2775 |
-25 |
-0.89% |
|
heavy sodium carbonate |
2925 |
2850 |
-75 |
-2.56% |
|
|
central China |
light soda ash |
2800 |
2725 |
-75 |
-2.68% |
|
heavy sodium carbonate |
2900 |
2825 |
-75 |
-2.59% |
|
|
South China |
light soda ash |
3150 |
2975 |
-175 |
-5.56% |
|
heavy sodium carbonate |
3250 |
3125 |
-125 |
-3.85% |
|
|
southwestern region |
light soda ash |
2950 |
2875 |
-75 |
-2.54% |
|
heavy sodium carbonate |
3150 |
3050 |
-100 |
-3.17% |
|
|
northwestern region |
light soda ash |
2725 |
2675 |
-50 |
-1.83% |
|
heavy sodium carbonate |
2850 |
2750 |
-100 |
-3.51% |
3. Soda ash process profit statement
As of December 28 this week, the profit of the combined alkali method was 1414 yuan/ton, down 84.2 yuan/ton from the previous week; the profit of the ammonia-alkali method was 1085 yuan/ton, down 2.85 yuan/ton from the previous week.
|
production process |
December 21 |
December 28 |
Weekly ups and downs |
rise and fall |
|
combined alkali method |
1498.2 |
1414 |
-84.2 |
-5.62% |
|
ammonia-soda process |
1087.85 |
1085 |
-2.85 |
-0.26% |
4. Equipment maintenance of soda ash enterprises
This week, the soda ash industry started at 83.50%, an increase of 0.78% from last week. According to incomplete statistics, the output of soda ash manufacturers this week is about 650,000 tons.
|
Equipment maintenance list of soda ash enterprises on December 28, 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. |
|
|
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 |
|
|
Anhui Hongsifang |
35 |
The company's equipment will be repaired on December 22, and the time is expected to be until the end of the month |
|
|
Jiangsu Shilian |
100 |
On December 24, the company started equipment maintenance, and the maintenance is expected to take 3 days. |
|
|
Henan Junhua |
60 |
The company's equipment will be repaired on December 25, and the maintenance is expected to take 4 days |
|
|
Jinshan, Henan |
390 |
The company's equipment was repaired on December 25, 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 |
|
|
Colorful alkali industry |
110 |
December 12: Enterprises install until the end of the month |
|
|
Shandong haihua |
300 |
On December 25, the company's equipment was reduced and repaired, and the recovery time was to be determined |
|
|
Shandong Haitian |
150 |
On December 27, the company's equipment was reduced and repaired, and the recovery time was to be determined |
|
5. Soda ash manufacturer inventory
The total inventory of Chinese soda ash manufacturers this week was 345,000 tons, compared with 356,000 tons last week, a month-on-month decrease of 11,000 tons, or 3.09%.
