Soda ash trend this week

阅读次数：8  更新时间：2025-01-23

This week, domestic pure alkali market trend oscillated weakly, downstream replenishment basically ended, new orders weakened. According to the data of LongZhong Information, the capacity utilization rate of pure alkali was 87.35% during the week, compared with 86.88% last week, an increase of 0.47%, and the output of pure alkali was 720,700 tons, an increase of 0.38 million tons, or 0.54%. Installation of normal operation, individual enterprise fluctuations, production narrowly increased, the pure alkali plant inventory of 1,429,500 tons during the week, compared with Monday, a decrease of 0.66 million tons, down 0.46%, compared with last Thursday, a decrease of 0.16 million tons, a decrease of 0.11%. Order support, production and sales were relatively balanced, and some enterprises increased their pre-holiday shipments, reserving inventory for the spring festival. During the week, pure alkali enterprises to be issued orders increased narrowly, close to 15 days, the pre-futures prices rose, the period of cash take increased, the end of the terminal replenishment. As far as we know, the social inventory decreased by 20,000 tons, totaling 30+ million tons. On the supply side, the recent pure alkali inspection and repair enterprises are few, and the operation is stable during the holiday. It is estimated that the output of pure alkali next week will be close to 730,000 tons, and the workload will be about 88%. After the holiday, some parking enterprises are running. Currently, the price is relatively firm, during the holiday, there is no market, the implementation of the previous order is the main. Demand side, downstream demand declined, some industries began to vacation, consumption decreased, just need raw material reserves completed, new orders to take weak intention to execute orders mainly. Recently, the logistics and transportation is restricted, it is difficult to find cars, and the freight charges increase, local weather has an impact on transportation. Traders' turnover declined and started to take a vacation. During the week, the float melting capacity of 157,400 tons per day, stable, PV 81,100 tons per day, stable. Next week, a 900 photovoltaic production line is planned for cold repair, and a 600 float daily melting capacity downstream is expected to be released, and may be delayed. To summarize, the short-term trend of alkali is mainly narrow fluctuation, and there is a price but no market.

上一篇: 2025 Chinese New Year's Holiday Notice
下一篇: 没有了