JiuSu New Materials Weekly Report on Flake Soda Ash for the Second Week of January

阅读次数：34  更新时间：2025-01-20

一、Liquid Alkali

Shandong Dongying liquid alkali 32 alkali 940 or so, 50 alkali 1570 or so, this week's data are all de-stocking, the national de-stocking to 17.69 (-1.46). Highly alkali ship orders continue to ship, upstream inventory is low, this week, the load reduction of 440,000 tons (load reduction of Huaxiang, Zhongyinshan Aluminium, Jinmao, Dadi). Inner Mongolia qihai area 32 alkali discount 290048 alkali 3000, up 100 or so. Shandong region Weiqiao receipt price this week 890 two-ticket system to deliver, up 140 this week, the current inventory of about 250,000 tonnes. Delivery volume to maintain 9000 tonnes Around / day. Liquid alkali export transaction price reported to 435 U.S. dollars or so, export signed orders to be issued to the end of February. 

二、caustic soda

 1. Inner Mongolia caustic soda offer 3700-3750. each factory normal volume sales, the market price of Inner Mongolia 3750 or so, before the Spring Festival and after the Spring Festival traders offer is basically the same. Difficulties in shipping before the festival in Xinjiang led to tight supply in Inner Mongolia, and the inventory of each plant in Inner Mongolia continued to be low, and the pre-sale was about 7-10 days. Traders to maintain the inventory to be issued, each of the current plan to protect the supply of terminals, the second and third tier traders have a small amount of inventory for the holidays, the average price is low. The downstream has finished stocking one after another, and the heavy snow in Inner Mongolia region will affect the transport next week.

2. Xinjiang caustic soda offer 3400-3500, mentioned after the Spring Festival, Zhongtai stopped sending before the festival, to protect the supply of aluminium plant supply is tight, so the market price is also reported to 3400 or so. The plants to continue to deliver mainly has been pre-sold to March, 1 quarter now see no pressure. Traders delivery-based, off-site library inventory to remain low, around the library continues to be less than 10,000 tonnes. Xinjiang continues to maintain a pre-sale status of about 45 days. There will be no inventory pressure during the Spring Festival, Southwest Aluminium plant supplies are tight off-site depot shipments will continue to reduce inventory. 3. export, this week's offer 570 or so. This week, the plant did not hear of a signed order, Xinjiang, before the order has not been delivered, traders to deliver the previous order, now 570 price, traders hoarding willingness is poor, wait-and-see mood. 4. 90.2 million tonnes of alumina started this week, the start rate of 85.6%, 43.834 million tonnes of electrolytic aluminium started, the start rate of 97.1%, alumina and electrolytic aluminium started to increase, the transmission of innovation has been out of the product, the 2-4 month and Wenfeng and Beihai Xinhua. In February-April, there are also Wenfeng and Beihai new
Production.
Opinion：
Liquid Alkali: stable strong, this week the inventory belongs to go, Weiqiao and upstream spread of 60-70, next week is expected to also adjust the spread through price increases, but need to pay attention to the price change of liquid chlorine (LUXI tanker factory subsidies (300-400 yuan), Lunan Lunan south tanker factory subsidies (300-400 yuan), Jiangsu FQ Liquid Chlorine prices remain unchanged, the factory sticker 400 yuan.) The price of liquid chlorine in Jiangsu Fuqiang is unchanged, and the ex-factory sticker is 400 yuan. Caustic soda: stable to strong, upstream inventory low row plan delivery, non-aluminium downstream years ago has begun to stock up, low inventory of off-site library, upstream no pressure on the human tour is expected to accumulate inventory. Inner Mongolia caustic soda ex-factory price next week is expected to 3750 Xinjiang is expected to 3400-3500 maintained. Summarise:Liquid alkali prices are stable and strong, flake alkali prices are stable and strong.
The above is a personal analysis, for reference only long plastic new materials (Junzheng, E velvet, Zhongtai Beiyuan) Liang Xin

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