Soda ash, that is, sodium carbonate, is mostly used in industry, and a small part is used in civilian use. The downstream includes light industry, building materials, chemical industry and many other fields.
Today, the domestic soda ash market is running smoothly, and the market trading atmosphere is mild. Henan Jinshan plant is expected to resume in the past two days, Jiangsu Jingshen is expected to increase the load next week, and the overall start-up load of soda ash manufacturers will remain high. Soda ash manufacturers have sufficient orders to be issued, the railway transportation in Northwest China is limited, and the spot supply of soda ash in some areas is tight, and some manufacturers control orders, showing a strong attitude towards prices.The operation of the soda ash plant in Chongqing Xiangyu Saltification is basically normal, and there is no quotation for heavy alkali for the time being.
“In the fourth quarter of 2022, the domestic soda ash market has strong positive support. It is predicted that the center of gravity of the soda ash market in the market outlook will still move upwards, and the overall situation will be volatile and upward. Soda ash manufacturers will remain profitable, and the overall market is optimistic. But the overall trend of the downstream glass industry In order to balance the profits of the industrial chain, it is difficult for the price of soda ash to increase significantly.”
Huawen Futures analyzed that on the supply side, Henan Jinshan and Henan Junhua’s soda ash plants have expansion plans in the fourth quarter, and the domestic soda ash production capacity is expected to increase to about 32.43 million tons. The high probability remains above 80%, and the supply of goods may be relatively sufficient. On the demand side, the main demand factor supporting the price rise of soda ash this year is photovoltaic glass. Judging from the progress of the photovoltaic glass project, some new production lines under construction are close to ignition conditions. increased expectations. However, at present, the pressure on the supply side of the domestic photovoltaic glass market is obvious, the demand support is insufficient, the supply is unbalanced or difficult to reverse, and the profits of manufacturers are meager. The actual progress of new ignition still needs to be waited and watched.
Soda ash enterprises have been receiving orders recently. Some manufacturers have a tight supply of goods. Manufacturers have a strong attitude towards prices, and the price of new orders has risen at a high level.
Post time: Dec-21-2022