1、 Price trend

According to the monitoring data of business agency, this week, domestic soda ash consolidation operation is mainly. The average market price in East China was about 1256.67 yuan / ton at the beginning of the week and 1273.33 yuan / ton at the weekend, up 1.33% and 22.52% compared with the same period last year. The commodity index of light soda ash on July 12 was 65.30, flat with yesterday, down 44.60% from 117.86 (2017-11-21), and 3.40% higher than the lowest point of 63.15 on November 18, 2015. (Note: period refers to 2011-09-01 to now)

2、 Market analysis

According to the business agency, there is no obvious sign of improvement in the downstream demand of soda ash market at present, and the market price is still dominated by large, stable and small movements. 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; in East China, the current mainstream market price of light soda ash is about 1050-1250 yuan / ton, and that of heavy soda ash is 1150-1250 yuan / ton; in Central China, the market price of light soda ash is about 1050-1250 yuan / ton, and that of heavy soda ash is 1150-1250 yuan / ton At present, the mainstream market price is about 1000-1100 yuan / ton, and the mainstream market price of heavy soda ash is 1100-1150 yuan / ton. The market atmosphere is light, the demand of downstream market is not recovered well, the enterprise inventory is high, and active shipment is the main reason, and the market transaction is not so good. It is expected that the price of soda ash will be more consolidated in the short term. At present, most of the soda ash enterprises have been overhauled, only a few of them are in the process of maintenance. This week, most of the manufacturers who sealed the orders have released the sealed orders, and a few enterprises are still in the sealing state. At present, the total inventory of soda ash is still large.

Raw materials: upstream: at present, the sea salt enterprises are running smoothly, and the market center of gravity has not changed greatly. The well and mineral salt enterprises have begun to rotate for maintenance, and there is a certain inventory pressure. The industrial salt enterprises are stable in shipping, and the enterprises are actively shipping. Stable industry and sufficient market supply.

Demand: glass prices have risen steadily this week. At the beginning of the week, the average price of glass was 18.78 yuan / square meter, and the average price at weekend was 18.95 yuan / square meter. During the week, the price increased by 0.91%. In the near future, the recovery and increase of production capacity have also been accelerated. In addition, the Meiyu season is affected by weather factors such as rainfall. Production enterprises in some regions rose slightly to boost market confidence and maintain good market sentiment. The traditional sales peak season is coming, and the enthusiasm of downstream traders and processing enterprises to prepare goods has also increased.

According to the price monitoring of business agency, in the 26th week (6.29-7.3) of 2020, there are 0 kinds of commodities rising and 2 kinds of falling commodities in the price rising and falling list of chlor alkali industry, and there are 3 kinds of commodities that rise or fall to 0. The main commodities that fell were calcium carbide (- 4.26%) and PVC (- 0.48%). This week, the average rise and fall was – 0.95%.

3、 Future forecast

Analysts of business agency believe that: at present, the inventory of soda ash is still large. Although the price of glass has increased slightly, the inventory of glass is still at a high level. Downstream procurement is mainly based on demand, while traders hold a wait-and-see attitude. It is expected that the domestic soda ash market will be sorted out in the short term, with small fluctuations.