[Soda ash] Soda ash Weekly Review: Soda ash market sentiment is strong, the market may be stable and running well

 1. Analysis of soda ash market in China

The price of China's soda ash market has been collectively raised this week. Up to now, the price of light soda ash in China is 1900-2150 yuan / ton, and the price of heavy soda ash is 2000-2300 yuan / ton. This week, the soda ash market is strong, the previous soda ash price is low, and the purchasing sentiment in the downstream market increases. The light alkali inventory of some manufacturers has declined, the inventory of manufacturers has been kept low, and the number of orders on hand has increased. Most soda ash enterprises do not quote for the time being. Earlier this week, individual maintenance enterprises resumed production, and the start of the market will gradually increase; the overall demand in the downstream market is general, and the transaction at low price is better, while the transaction at high price is still under pressure; this week, the price of soda is resonant upward, and the soda market is running strongly.

In terms of futures, soda ash prices continued to rebound sharply this week. Although the supply-side maintenance enterprises recovered somewhat during the week, the dynamic relationship between supply and demand is still tight, downstream purchasing sentiment is differentiated, large factories are cautious, small factories are relatively willing to receive goods, the current market forms positive feedback to each other, and prices resonate upwards. before the expected increase in summer supply and demand can not be falsified, soda ash futures prices may remain strong, but it is necessary to prevent the departure of profit funds and demand growth that lead to sharp price fluctuations.

Forecast for next week: at present, there are not many enterprises with maintenance plans in May, but the scale of the enterprises is relatively large, and the start of the market is expected to pick up slightly, but the actual production recovery may still be limited. The situation of low-price shipping in the market is better, the inquiry of downstream enterprises is stable, and the market price is stable or stable; however, there is still the impact of imported soda ash, and the sustainability of demand in the middle and lower reaches needs to be considered, and the supply and demand game in the soda market.

2. Comparison of market prices in soda ash regions

Unit: yuan / ton

3. Profit statement of soda process

From this week to April 25, the profit of the combined alkali method was 528 yuan / ton, up 123 yuan / ton from the previous week, and the profit of the ammonia-alkali method was 460 yuan / ton, up 209 yuan / ton from the previous week.

4. Maintenance of equipment in soda ash enterprises

The soda ash industry started about 88.00% this week, up 2.56% from last week. According to incomplete statistics, the output of soda ash manufacturers this week is about 733000 tons.

5. Inventory of soda ash manufacturers

The total inventory of soda ash manufacturers in China this week was 870000 tons, compared with about 885000 tons last week, down 15000 tons, or 1.72 percent, from the previous week.