Market News & nbsp;
1. The soda ash plant of China Salt Anhui Red Sifang started normally and the price was raised. The ex-factory price of light soda ash is 2850 yuan/ton, and the price of heavy soda ash is 3050-3100 yuan/ton, so the supply is tight.
2. The soda ash plant with an annual production capacity of 1.2 million tons in Hebang, Sichuan is in normal operation. The light alkali leaves the factory at 2850, and the heavy alkali is not offered for the time being.
3. Hubei Shuanghuan Soda Plant is stable. The price is stable, the price of light soda ash is 2650 yuan/ton, and the price of heavy soda ash is 2850 yuan/ton. Stock is tight and orders are acceptable. The new price has not come out.
4. The soda ash plant of Henan Haohua Junhua is running smoothly. The price is stable, 2650 yuan/ton for light soda ash and 2900 yuan/ton for heavy soda ash. Enterprises are supported by pending orders, and inventory is low.
5. The operation of Jiangsu Jingshen Chemical Soda Ash is normal, the light ex-factory price is 2570-2800 yuan/ton, and the heavy soda ash is not quoted temporarily. Orders are maintained and inventory is hovering at a low level. A new price has not yet been issued.
6. 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. The new price has not come out.
7. The 600,000-ton soda ash plant in Jinghao, Jiangxi was put into normal operation. The offer of light alkali and heavy alkali was 2800, and the offer of heavy alkali was 2910-2960.
8. On January 31, there were 73 soda ash warehouse receipts with an intra-day change of + 73 and 622 effective forecasts, equivalent to 13,900 tons of spot goods.
Market Review
1. Brief Introduction
to the Spot Market of Soda Ash In January, the domestic market price of soda ash still showed an upward trend. According to Longzhong data, the output of soda ash in January was 2.6994 million tons, and the operating rate was 91.20%, showing a slight increase on a month-on-month basis. Recently, the inventory of enterprises has risen steadily, the local logistics is tight, and the transport capacity has declined, especially in the northwest region. Enterprise orders are still acceptable, basically maintained for about 20-22 days, and inventory continued to fluctuate at a low level. Social inventory shows a downward trend, with low inventory and small impact on spot goods. Downstream demand performance is acceptable. For the spot price, the price showed a small increase trend, and some enterprises raised their prices. At present, the supply and demand are relatively balanced, and the trend of soda ash is mainly volatile and strong.
2. Brief introduction
of glass spot market Downstream glass: As of the 20230130, the national average price of float glass was 1666 yuan/ton, + 0.66% compared with the previous trading day. Recently, the market price of Shahe is general, some small board prices are slightly loose, and some large board prices are still rising. Shipments in the East China market have improved, and prices of individual brands in the Zhejiang region have moved up. Central China market downstream appropriate stock, most of the original film production and marketing enterprises are good, some prices increased by 2 yuan/heavy box. The mainstream transaction price of large factories in South China market was raised by 2 yuan/heavy box, and the overall transaction atmosphere was acceptable.
3. Market outlook
Yesterday, the domestic soda ash market was mainly stable, and some enterprises raised their prices by 50-100 yuan/ton. The shipment of soda ash enterprises is relatively smooth, the logistics is gradually recovering, and the inventory of some enterprises is declining. Downstream demand is maintained and supplemented after the festival. The unit operates stably, and there is no maintenance plan for the time being. Futures: the soda ash futures market pulled up significantly overnight, the linkage of the building materials sector pulled up together with the sentiment repair after the recent deep fall, the main force 05 stood firm at the 3000 integer level again overnight, short-term funds continued to enter the market, and there was momentum to pull up again. The change of intra-day capital sentiment is still the main reason for the current market changes. Operation: short-term concern about the main straddle for the 3000 pass near the fight for the situation, in addition to the pre-preservation of the single, the new single cautious admission.
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