1、 Price trend

According to the commodity analysis system of Business Society, the price of soda ash is running steadily. The average market price from the beginning of the week to the weekend was 2800 yuan/ton, an increase of 5.9% compared to the same period last year. On December 21, the commodity index of light soda ash was 143.59, unchanged from yesterday. It was a decrease of 24.07% from the highest point of 189.10 points (2021-11-07) in the cycle and an increase of 127.38% from the lowest point of 63.15 points on November 18, 2015. (Note: The cycle refers to the period from September 1st, 2011 to present)

2、 Market analysis

According to the Commodity Analysis System of Business Society, the price of soda ash has remained strong this week. The price of caustic soda in the North China region is strong, with a mainstream market price of around 2700-2850 yuan/ton for light caustic soda. The price of caustic soda in the East China region is strong, with a mainstream market price of around 2700-2850 yuan/ton for light caustic soda. Data shows that the operating rate of soda ash this week is around 83%.

In terms of demand: According to the commodity analysis system of Business Society, the price of glass has slightly declined, with an average market price of 22.19 yuan/square meter at the beginning of the week and 21.86 yuan/square meter on the weekend, a price drop of 1.49% and a year-on-year increase of 20.24%. Glass downstream is purchased on demand.

According to the price monitoring of Business Society, in the 50th week of 2023 (12.11-12.15), there were 2 products that rose, 3 products that fell, and 2 products that rose or fell to 0 on the chlor alkali industry price list. The main rising commodities include: light soda ash (0.72%) and calcium carbide (0.57%); The main commodities falling are: caustic soda (-0.91%), baking soda (-0.26%), and PVC (-0.21%). The average increase and decrease this week is -0.01%..

According to the commodity analysis system of Business Society, the domestic price of soda ash is relatively stable. There is data showing that 350000 tons of pure alkali were stored for fish production during the week, with downstream procurement being the main focus. Based on the supply-demand game, it is expected that the operation of pure alkali will be mainly stable, depending on downstream market demand.