1、 Price trend

According to the monitoring data of business agency, the domestic soda ash market is weak. The average market price at the beginning of the week was 1446 yuan / ton, while that at the weekend was 1400 yuan / ton. The price fell by 3.18%, 10.26% compared with the same period last year. The commodity index of light soda ash on December 20 was 71.79, unchanged with yesterday, down 39.09% from the highest point of 117.86 (2017-11-21) and 13.68% 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, the atmosphere of domestic soda ash market is light, and downstream manufacturers are cautious and wait-and-see attitude. The price of soda ash in Central China is weak. The mainstream market price of light soda ash is about 1200-1300 yuan / ton. The market atmosphere is general. The overall downstream manufacturers are cautious. It is expected that the price of soda ash will be stable in the short term. The price of soda ash in North China is weak. The mainstream market price of light soda ash is about 1400-1500 yuan / ton. The market atmosphere is general. The overall downstream manufacturers are cautious. It is expected that the price of soda ash will be stable in the short term.

Raw materials: this week, the domestic crude salt trading atmosphere is relatively stable, more continuation of the early price trend. The supply of well and mineral salt manufacturers is stable, the lake salt market continues to operate stably, and the supply is stable; the purchase of sea salt market declines slightly.

Demand: glass prices have risen in recent weeks. In Shahe of North China, the inventory of production enterprises is low, the overall trend of the spot market is relatively stable, and the market transaction price has also increased by a certain extent, with an increase of 0.5-0.8 yuan / m2. The market demand in East China is good, the inventory of production enterprises is low, the number of glass imported from other ports in East China decreases, and the price of local enterprises rises by 0.7-2.2 yuan / m2. In South China, manufacturers’ prices rose by 1-2 yuan / m2. Traders and processing enterprises purchased on demand, and glass demand remained at a normal level. The overall trend of glass spot market in Central China is good, and the prices of manufacturers have increased by about 1.5 yuan / m2. The overall trend of the spot market of glass in Southwest China is general, and the price of manufacturers has not been raised much, with an increase of about 0.7 yuan / m2. In Northeast China, local demand is weakening. At present, manufacturers are exporting to North China and East China, and the quotation is slightly increased, with an increase of 0.5-0.8 yuan / m2. The overall trend of glass spot market in Northwest China is general, and the price of manufacturers has increased slightly, with an increase of 0.5-0.8 yuan / m2.

According to the price monitoring of the business agency, in the 50th week of 2020 (12.14-12.18), there are 1 commodity rising, 3 falling and 1 commodity falling to 0. The main commodities that rose were calcium carbide (5.91%), light soda ash (- 3.18%), hydrochloric acid (- 0.81%) and PVC (- 0.44%). This week, all rose or fell 0.3%.

Business agency analysts believe that: soda ash market performance is weak, manufacturers’ prices have been close to the cost line, some manufacturers have reached the cost line. When the downstream manufacturers of glass have increased but need to purchase, traders hold a wait-and-see attitude, market prices follow the market. According to the comprehensive forecast, the weak operation of domestic soda ash market in the short term is given priority to.