1、 Price trend

According to the monitoring data of business society, the price of soda ash is strong this month. At the beginning of the month, the average market price was about 2312.5 yuan / ton, and at the end of the month, the average market price was 3025 yuan / ton, with a price increase of 30.81%, an increase of 66.51% over the same period last year. On September 28, the commodity index of light soda ash was 152.56, unchanged from yesterday, hitting a record high in the cycle, an increase of 141.58% 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 month. At present, 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 2850-3200 yuan / ton. Generally speaking, the short-term soda ash price is mainly high. 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. Soda ash inventory is small, and some enterprises do not pick up goods smoothly.

Demand: the price of glass spot market is weak. At the beginning of the month, the average market price was 38.75 yuan / m3, and at the end of the month, the average market price was 37.31 yuan / m3, down 3.72%. The production and sales of Shahe in North China are weak, manufacturers mainly ship at stable prices, and traders ship flexibly. The trend in East China was weak, the wait-and-see mood in the downstream was obvious, and the spot price of glass fell. Glass shipments in Central China are generally, some enterprises implement preferential policies, and the price is reduced slightly. The glass shipment in South China is acceptable, the manufacturers deliver at stable prices, and the downstream just needs to purchase. Forecast: in the short term, the glass spot market will wait and see, and the price will continue to be weak.

According to the price monitoring of the business community, in the 38th week of 2021 (9.20-9.24), there were 4 kinds of commodities rising, 1 kind of commodities falling and 0 kind of commodities falling. The main commodities rising were: light soda ash (19.47%), calcium carbide (10.94%), caustic soda (7.82%); The main commodities falling were hydrochloric acid (- 4.35%). The average rise and fall this week was 7.82%.

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.