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Caustic soda: Spot prices fell regionally, and the market operated in a weak position after the holiday

80,347
April 7, 2024, 4:34 PM


 

Caustic soda futures analysis:    closed on Sunday, April 7.

 

Market price of caustic soda:

Summary of market price of caustic soda (unit: yuan / ton)

Specifications

Market

April 3rd

April 7th

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

950-1300

950-1300

0/0

Ex-factory price

Northwest

736-768

736-768

0/0

Ex-factory price

North China

740-830

740-830

0/0

-

Hebei

770-870

770-870

0/0

Ex-factory price

South China

940-1050

940-1050

0/0

Can price

Shandong

740-820

740-800

0/-20

Current exchange rate

Zhejiang

1030-1070

1030-1070

0/0

-

Jiangsu Province

890-950

800-900

-90/-50

Delivery price

Tianjin

2520-2650

2520-2650

0/0

A discount of 100%

Anhui Province

900-960

900-960

0/0

Ex-factory price

Henan

2800-2900

2800-2900

0/0

A discount of 100%

50% ionic membrane alkali

North China

1340-1410

1300-1380

-40/-30

Ex-factory price

Hebei

1380-1410

1380-1410

0/0

Ex-factory price

Shandong

1330-1400

1300-1380

-30/-20

Current exchange rate

Tianjin

2800-2900

2800-2900

0/0

A discount of 100%

Southwest

3500-3700

3500-3700

0/0

A discount of 100%

99% tablet alkali

Northwest

2800-2900

2800-2900

0/0

Ex-factory price

Shandong

3200-3250

3200-3250

0/0

Ex-factory price

45% ionic membrane alkali

Northeast China

1680-1750

1680-1750

0/0

Ex-factory price

49% ionic membrane alkali

Jiangsu Province

1400-1450

1340-1400

-60/-50

Ex-factory price

30% ionic membrane alkali

Southwest

990-1080

990-1080

0/0

-

48% ionic membrane alkali

Henan

2900-2950

2900-2950

0/0

A discount of 100%

 

Caustic soda spot analysis:      today China's caustic soda market is weak after the festival, prices show a regional downward trend, most operators are more cautious, the market transaction atmosphere is general. The supply side has relatively little change, the downstream demand maintains a tepid pace, and the market as a whole maintains a weak trend. Today, the price of liquid alkali fell in some areas, the shipping situation of enterprises was relatively flat, and the market trading atmosphere was poor. From the perspective of regional market price adjustment, 32% of ionic membrane alkali fell 20-90 yuan / ton, 50% ion-exchange membrane alkali dropped 20-40 yuan / ton, 49% ion-exchange membrane alkali dropped 50-60 yuan / ton, the price of other concentration alkali almost remained stable, and the price range has not been significantly adjusted. First of all, the operation of the equipment in Shandong, the main production area, is relatively stable, the supply of goods is adequate as a whole, while the downstream demand is lukewarm, and the price center of gravity of some transactions is mainly moved down. The situation of receiving goods downstream of individual areas is not good, and the actual shipping situation of enterprises is not ideal, so the merchants reduce the shipping price. In most other regions, the market is relatively stable, the price maintains the previous level of operation, the supply and demand sides do not change much, the overall enterprise shipment situation has not significantly improved, the downstream demand maintains a lukewarm rhythm, and the attitude of the industry in each region is relatively cautious. Some of the upstream production enterprises reduced the ex-factory quotation, while other manufacturers waited and saw to stabilize the price. Today, the operation of the tablet alkali market is stable and small, the market in most areas has not changed significantly, and the price center of gravity of market transactions in some areas has moved down. The operation of most of the devices is stable, a few devices are stored for maintenance, the downstream demand is relatively weak, the price is weak, the market transaction performance is general, and most areas are stable and wait-and-see.

 

 

Caustic soda futures analysis:    closed on Sunday, April 7.

 

Caustic soda index analysis: according to Tuduoduo data, on April 7, China's caustic soda index was 2788.4, down 9.76, or 0.349%, while China's caustic soda index fell.

 

 

Prediction of the later stage of caustic soda:    

Spot aspect: at present, the operation of caustic soda units in most areas is stable, the overall supply of goods is relatively sufficient, some areas have pre-maintenance equipment recovery plan, at the same time, local equipment storage and maintenance plan, the supply of goods shows regional differences. The overall performance of downstream demand is lukewarm, the enthusiasm for receiving goods is relatively limited, and some downstream have resistance to the high-priced supply of caustic soda, so it is difficult to significantly improve the market transaction situation. In the later period, the increase of caustic soda supply in some areas is bad for local prices, and prices may show a downward trend. Equipment maintenance in some areas supports prices, and prices may be stable for the time being.

 

Market price of liquid chlorine:

Summary of market price (unit: yuan / ton)

Area

April 3rd

April 7th

Rise and fall

Remarks

Northeast China

400-500

400-500

0/0

Tank car quotation

Shandong province

400-500

400-500

0/0

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

250-300

250-300

0/0

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

400-500

400-500

0/0

Tank car quotation

Inner Mongolia

100-200

100-200

0/0

Tank car quotation

Anhui province

200-300

200-300

0/0

Tank car quotation

Hebei Province

500-600

500-600

0/0

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, on April 7, China's liquid chlorine spot index was 396.67, down 0, with a range of 0%. China's liquid chlorine index is stable.

 

 

Caustic soda holding the list:   

 

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