Glass Soda Ash Data Daily

Glass : Last week, the daily production and sales data declined day by day. On August 10, the national production and sales rate dropped to 101%, and the production and sales rates of Shahe and Hubei dropped to 96% and 75% respectively. The production and sales declined significantly. Although the real estate policy is still expected, but the policy landing takes time, the actual impact is limited, more for the underpinning role. At present, there is no change in the number of glass production lines. If production and sales continue to decline, glass will turn to accumulation. Therefore, there is a risk of chasing high prices in operation. We can short light positions at high prices and pay more attention to the changes in production and sales data.

Soda ash : There is still a game in the short-term production maintenance, but the prototype climbing alkali maintenance will gradually end. With the expectation of substantial growth in the follow-up supply side, the supply and demand will weaken again, and the long-term price focus will continue to decline. It is recommended to wait and see in the short term, and short in the long term.