Source: soda ash people
Inventory situation
On May 16, the total inventory of domestic soda ash enterprises was 84.Nftcryptogamesplaytoearn.20,000 tons (including external inventory of some manufacturers)NftcryptogamesplaytoearnInventory is basically the same as on May 9.Nftcryptogamesplaytoearn, a year-on-year increase of 62Nftcryptogamesplaytoearn.5%, of which the heavy alkali inventory was about 490000 tons, down 2.2% from the inventory on May 9. This week, the start-up load rate of the soda ash industry has decreased, and the supply of goods has been reduced. Recently, the new order of soda ash manufacturers is general, and the price has been loosened.
The trend of domestic soda ash market is weak, and the shipments of manufacturers are general. The soda plant of Henan Junhua is in normal operation, and the caustic soda plant of China Salt Qinghai is stopped for maintenance. The recent follow-up of new orders in the market is not good, the price of some new orders has dropped by about 50 yuan / ton, and the negotiation intention of soda ash manufacturers has been improved. Downstream users mainly purchase on demand, accompanied by a cautious wait-and-see mentality.
The market trend of soda ash in northwest China is weak. The ex-factory price of light alkali in Qinghai is 1800-1900 yuan / ton, and that of heavy alkali is 1820-1900 yuan / ton. The trend of the soda market in North China is weak. The mainstream ex-factory evaluation price of light alkali in Shandong is 2100-2200 yuan / ton, the terminal price of some external sources is 2150-2200 yuan / ton, and the receiving price of heavy alkali by local glass manufacturers is 2150-2250 yuan / ton. Price terms: including tax, acceptance.
The northern port d thermal coal continues the stalemate, and the market transaction is not active. Some traders in the port are still optimistic about the future, and now they have a strong intention to raise prices, and their willingness to ship at low prices is not strong; but downstream users are more resistant to high prices, and their enthusiasm for inquiry and procurement is not high, so they continue to wait and see mainly. On the whole, the mentality differences between buyers and sellers are serious, and the actual transaction in the market is not active.
The mainstream of domestic float glass prices is stable, and local adjustments are sporadic. Today, North China is stable and small, some small boards in Shahe are slightly loose, the market trading atmosphere is general, supply is not under pressure for the time being, and the board is stable; the price of float glass in central China is basically stable, the market demand does not change much, and the mentality is relatively calm; the East China market is temporarily stable, various manufacturers wait and see price stability, shipments do not change much, local individual factory shipments are OK, and most production and sales are still general. The price of float white glass in South China is mainly stable, the price of individual enterprises is reduced, the market wait-and-see atmosphere is strong, and the terminal purchases more on demand; the price in the southwest market is stable, there are some differences in regional production and sales, and the shipments of Sichuan enterprises maintain good, and the inventory decreases.
Recently, the situation of new orders from soda ash manufacturers is general, and manufacturers are more flexible to take orders for shipment. Downstream users purchase on demand, soda ash price depression mood increases, short-term domestic soda ash spot market or negative decline.
