1、 Price trend

According to the monitoring data of business agency, the price of domestic soda ash has increased this week. The average market price in East China at the beginning of the week was about 1266.67 yuan / ton, while that at the weekend was 1300 yuan / ton. The price increased by 2.63% and decreased by 21.69% compared with the same period last year. The commodity index of light soda ash on July 30 was 66.67, up 1.71 points compared with yesterday, 43.43% lower than 117.86 points (2017-11-21), and 5.57% higher than the lowest point of 63.15 points on November 18, 2015. (Note: period refers to 2011-09-01 to now)

2、 Market analysis

According to the business agency, at present, the soda ash market is actively moving goods this week, cleaning up inventory, and the price of soda ash has rebounded, but the overall market price is still relatively large, stable and small moving. In North China, the mainstream market price of light soda ash is about 1250-1350 yuan / ton, and that of heavy soda is 1350-1450 yuan / ton; the light and stable price of soda ash in East China is 1150-1250 yuan / ton, and that of heavy soda is 1200-1350 yuan / ton; in Central China, the market price of light soda ash is about 1150-1250 yuan / ton, and that of heavy soda ash is 1200-1350 yuan / ton The current mainstream market price is about 1100-1200 yuan / ton, and the mainstream market price of heavy soda ash is 1200-1300 yuan / ton. According to the data survey, the overall operating rate of soda ash is about 78%, and the operating rate has little change.

Raw materials: the national crude salt market fluctuates in a narrow range, and the market transaction performance is stable. The main production areas of Haiyan kept sufficient supply, the purchasing atmosphere of the two alkali industries was general, the sales performance of salt enterprises was weak, the cost pressure supported, and the market kept a low volume. The supply and demand of the main production areas of well and mineral salt is weak and stable, the transaction continues to be flat, and the mineral salt supply performance is relatively large. In addition, the sea salt market continues to be low, and the downstream purchase transaction is not high as a whole.

Demand: float glass trading is good this week. The overall price in North China is rising, and the downstream receiving enthusiasm is good. Under the stimulation of price rise in Shahe market, traders take delivery actively; in Central China, the transaction is good, and affected by the water level of the Yangtze River, the amount of outward shipment is still not large; at present, the rainfall time in East China is over, the number of orders delivered by glass processing enterprises to the real estate industry has increased, and the speed of purchasing glass original sheet is not high Less. The production and sales rate of production enterprises has also increased to a certain extent recently, effectively reducing the inventory in the early stage; the demand of South China market is good, and the supply of some enterprises is slightly reduced due to hot repair, so the overall production and sales rate of production enterprises is higher, and the price is up.

According to the price monitoring of business agency, in the 29th week (7.20-7.24) of 2020, there are 1 kind of commodity rising and 2 kinds of falling commodity in the list of price rise and fall of chlor alkali industry, and 2 kinds of commodity with rise and fall to 0. The main commodities that rose were calcium carbide (5.49%); the main commodities that fell were PVC (- 0.77%) and light soda ash (- 0.52%). This week, the average rise and fall was 0.84%.

3、 Future forecast

Business agency analysts believe that: at this stage, the domestic soda market downstream transaction is still weak, enterprises mainly discuss shipment. At present, soda ash inventory is still large, glass inventory is still at a high level, downstream procurement is mainly on-demand procurement, traders are more wait-and-see attitude, still hold a wait-and-see state for soda ash. It is predicted that the domestic soda ash market in the short-term will still be sorted out with small fluctuations.