Brief introduction of soda ash Market in China (2023.07.17~2023.07.20)

2023-07-20354

This week, the trend of the domestic soda ash market is strong, and enterprises are shipping smoothly. Longzhong information data monitoring, the week soda ash overall operating rate of 85.13%, last week 84.62%, +0.51 percentage points. Weekly soda ash production of 568,800 tons, + 0.3,400 tons, an increase of 0.61%, individual enterprises repair recovery, there are new maintenance or reduction, the overall start-up fluctuation is small; The inventory of domestic soda ash manufacturers was 330,000 tons, compared with -52,300 tons, down 14.32%, and the heavy and heavy fell simultaneously, among which the heavy alkali fell sharply; Soda ash waiting orders increased within the week, currently maintained 13+ days. Within the week, for the downstream glass enterprise soda ash inventory understanding, 35 sample inventory 12+ increased by 0.4 days; 45% of the sample was 12+, an increase of 0.17 days; 50% of the sample 12+ increased by 0.15 days, some enterprises have low inventory, the recent purchase performance is tight, and the purchase price has increased. Near the end of the month, just need to downstream procurement expectations. It is understood that the delivery warehouse inventory is basically stable, and the narrow range is declining. On the supply side, the supply of soda ash is expected to increase in a narrow range next week, and it is expected to start 85-86% and produce 57+ tons. Toward the end of the month, businesses take orders and set prices. The current waiting to be extended to the end of the month or the beginning of next month, the supply of goods is tight, and the delivery is slow. On the demand side, the demand for soda ash is relatively stable, and enterprises have recently purchased and maintained inventories, and the overall level is still low. In the week, three production lines were added for float glass, with a capacity of 2150 tons/day, and one glass production line with a capacity of 600 tons/day. Photovoltaic resumption of production, capacity of 500 tons/day. Next week, the float and PV production lines are stable. In summary, in the short term, the soda ash market has a strong trend.