1、 Price trend

According to the monitoring data of business agency, the price of soda ash was strong in August. At the beginning of the month, the average market price was about 2137.5 yuan / ton, and at the end of the month, the average market price was 2312.5 yuan / ton, with a price increase of 8.19%, an increase of 41.58% over the same period last year. On August 31, the commodity index of light soda ash was 118.59, the same as yesterday, reaching a record high in the cycle, an increase of 87.79% from the lowest point of 63.15 on November 18, 2015（ Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of business agency, the mainstream market price of light soda ash in East China is about 2200-2350 yuan / ton. The price of soda ash in North China is relatively strong, and the mainstream market price of light soda ash is about 2200-2400 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 2200-2300 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Demand: according to the monitoring of business society, the price of glass in the spot market is basically stable. The average price of glass at the beginning of the month is 38.5 yuan / m2, and the average price at the end of the month is 38.62 yuan / m2. The price rises within the week, with a range of 0.31%. The glass spot market price is basically stable this month. In terms of regions, in Shahe, North China, the overall outbound situation is general, the production and sales have improved at the end of the month, the downstream just needs replenishment, mainly multi stable price shipments, and the prices of some manufacturers have increased. Traders’ market prices are more flexible. The overall inventory is temporarily low and the market confidence is good. The transaction atmosphere in East China’s glass spot market is weak, the delivery speed slows down, and the quotation is mainly stable. Glass shipments in Central China slowed down, downstream processing plants purchased cautiously, inventories increased, and production and sales improved at the end of the month. Glass shipments in South China were good, glass prices of some enterprises increased, mainly in the downstream, and the quotation showed an upward trend in the later stage. Glass production in Northeast China operates steadily, mainly in the downstream. The glass market trend in Southwest China is slightly upward, and the market price in Yunnan and Guizhou is rising. The glass market trend in Northwest China is general, and the market changes little. Generally speaking, the manufacturers mainly focus on price stability, the downstream just needs to purchase, and the traders’ transactions are more flexible.

According to the price monitoring of the business community, in the list of price rise and fall of chlor alkali industry in the 34th week of 2021 (8.23-8.27), there were 3 kinds of commodities rising, 0 kinds of commodities falling and 2 kinds of commodities rising and falling to 0. The main commodities rising are: light soda ash (2.21%), calcium carbide (0.92%), PVC (0.67%); The average rise and fall this week was 0.76%.

Business analysts believe that the domestic soda ash price is light, the market is running, the market trading atmosphere is relatively stable, and the manufacturers are mainly active in shipping. This month, due to the impact of epidemic situation and maintenance, the output of soda ash decreased. However, end users mostly insist on purchasing on demand, which is inconsistent with high priced soda ash. On the whole, soda ash tends to be strong in the later stage, focusing on the consolidation and operation of the market, depending on the downstream market demand.