Market News & nbsp;
1. Henan Jinshan Plant is in normal operation and the price is temporarily stable. The ex-factory price of light soda ash is 2570 yuan/ton, and that of heavy soda ash is 2760 yuan/ton. Inventory is hovering at a low level, mainly through direct sales.
2. The soda ash plant of Shandong Haihua is normal. The price is stable, the light price is 2750 yuan/ton, and the heavy price is 2900 yuan/ton. The inventory of enterprises is low, and the orders to be issued are supported.
3. The soda ash plant of Shandong Haitian Biochemical is normal. The price is stable, 2770 yuan/ton for light soda ash and 2850 yuan/ton for heavy soda ash. Enterprise inventory is hovering at a low level and orders are supported.
4. The soda ash plant of Henan Haohua Junhua is running smoothly. The price is stable, the price of light soda ash is 2600 yuan/ton, and the price of heavy soda ash is 2750-2800 yuan/ton. Enterprises are supported by pending orders, and inventory is low.
5. The soda ash plant of Henan Zhongyuan Chemical started normally. Soda ash is not quoted temporarily. Enterprise orders are good, inventory is low, and production and marketing are maintained.
6. The coproduction plant of Huainan Alkali Plant in Anhui started normally. The price is stable, with light ex-factory quotation of 2680 yuan/ton and heavy soda ash ex-factory quotation of 2800 yuan/ton.
7. The price of Jiangsu Kunshan Jingang is stable, the light ex-factory price is 2750-2800 yuan/ton, and the heavy soda ash is 2900 yuan/ton.
8. On January 6, the operating rate of soda ash in China was 91.50%, and the operating rate showed a downward trend, with a decrease of 1.78%, which was mainly affected by Hubei Shuanghuan and Chongqing Alkali Ammonia.
9. On January 6, there were 1,123 soda ash warehouse receipts with an intra-day change of + 462 and 808 effective forecasts, equivalent to 38,620 tons of spot goods.
Market Review
1. Brief Introduction to
the Spot Market of Soda Ash The recent trend of the domestic soda ash market is mainly stable, with strong shocks. It is understood that Hubei Shuanghuan Coal Gasification overhaul, reduction of 1/3, is expected 7-8 days, Chongqing alkali ammonia fuel problem, short-term production decline, half-load operation, other equipment start-up is relatively stable. Enterprise orders support, production and marketing are still acceptable, and inventory is hovering at a low level. Recently, market sentiment has been positive and supply and demand have been maintained.
2, glass spot market brief
downstream glass: As of the 20230106, the national average price of float glass was 1599 yuan/ton, an increase of 0.19% over yesterday. Shahe market transactions are still acceptable, the price of small plates has been raised, and the price of large plates is stable. East China market downstream demand weakened, a small part of the middle and lower reaches of the appropriate stock, the overall sales volume did not change much. Most manufacturers in the central China market stabilize prices to protect the market, and hoard goods in the middle and lower reaches. In recent days, the South China market has been in a general mood to take goods. In order to promote shipments, some manufacturers have boosted market confidence by raising prices.
3. Market outlook
During the weekend, the domestic soda ash market is stable and the price is strong. The operation of the plant is relatively stable, the load of individual enterprises fluctuates, the overall impact is not significant, and the focus of start-up may show a downward trend. Enterprise inventory is low, orders support, it is expected to be difficult to accumulate too much, local supply is tight. Downstream demand is weak and stable, light quality demand shows a downward trend, holidays before the festival, holiday effect, heavy quality is mainly stable. It is expected that the soda ash market will be dominated by shocks as a whole in the week. Futures: the spot side continues to be tight, driven by the sentiment of funds on the market, the pattern of high volatility of Zheng soda ash continues overnight, and the main 05 long and short positions diverge significantly near the 2800 level. The change of intra-day positions will still be the main factor affecting the market changes, so we need to pay attention to the pulse market of short-term sharp rise and fall. Operation: before there is no obvious change in the spot pattern, the medium and long-term hedging empty orders will continue to be held. Enterprises with inventory or orders can still try to lay out hedging empty orders at high levels. They can try to follow the trend in the day, but they should pay attention to the timely reduction of profits.
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