1、 Price trend

According to the monitoring data of business society, the price of soda ash is strong this week. The average market price at the beginning of the week was about 2375 yuan / ton, and the average market price at the weekend was 2837.5 yuan / ton, with a price increase of 19.47%, an increase of 73.72% over the same period last year. On September 23, the commodity index of light soda ash was 130.13, unchanged from yesterday, hitting a record high in the cycle, up 106.06% from the lowest point of 63.15 on November 18, 2015. (Note: the period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of business agency, the price of soda ash is strong this week. The mainstream market price of light soda ash in East China is about 2800-3000 yuan / ton. The price of soda ash in North China is relatively strong, and the current market price of light soda ash is about 2800-2900 yuan / ton. The price of soda ash in Central China is relatively strong, and the mainstream price of light soda ash is about 2800-2900 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated. Affected by the dual control policy, there are many manufacturers’ parking, the overall supply of soda ash is reduced, and the delivery of early orders is mainly. According to the data, the overall operating rate of soda ash this week was 72.5%, which was 79.33% last week, and the operating rate decreased. Soda ash inventory is small, and some enterprises do not pick up goods smoothly.

In terms of upstream raw salt, affected by the dual control policy, the price rises and the market trading is OK. Demand: the price of glass spot market is weak. In Shahe, North China, production and sales are weak, inventories rise, manufacturers mainly ship at stable prices, and traders ship flexibly. The trend in East China is weak, with many limited films, obvious wait-and-see mood in the downstream and declining focus. The glass market in Central China has a downward focus, lower prices and general shipments. Glass shipments in South China are generally stable, with manufacturers shipping at stable prices, and the downstream just needs to purchase. Forecast: Glass spot market is weak in the short term.

According to the price monitoring of the business society, in the list of price rise and fall of chlor alkali industry in the 37th week of 2021 (9.13-9.17), there were 4 kinds of commodities rising, 0 kinds of commodities falling and 1 kind of commodities rising or falling to 0. The main commodities rising were caustic soda (37.16%), PVC (2.66%) and calcium carbide (1.23%); The average rise and fall this week was 8.32%.

Business analysts believe that the domestic soda ash price is strong, the market is running, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. However, the downstream glass price is still in conflict with the high price soda ash, the glass price is weak, and the soda ash is mostly purchased on demand. There is still demand in the market as a whole, but the supply is small and the supply is difficult to find. In addition, considering the impact of policies, soda ash is still strong in the short term, mainly market operation, depending on the downstream market demand.