1、 Price trend

According to the monitoring data of business society, the price of soda ash rose this month. The average market price of light soda ash was about 3100 yuan / ton at the beginning of the month and 3575 yuan / ton at the end of the month, with a price increase of 15.32% and 91.52% over the same period last year. On October 28, the commodity index of light soda ash was 183.33, unchanged from yesterday, hitting a record high in the cycle, up 190.31% from the lowest point of 63.15 on November 18, 2015. (Note: the period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of business agency, the price of soda ash is still strong this month. At present, the mainstream market price of light soda ash in East China is about 3500-3600 yuan / ton. The price of soda ash in North China is relatively strong, and the current market price of light soda ash is about 3500-3700 yuan / ton. Generally speaking, the short-term soda ash price is mainly high. The price rise of soda ash this month is affected by the dual control policy. The supply of soda ash decreases and the price rises.

In terms of demand: the glass price fell this month. The average price of glass at the beginning of the month was 36.77 yuan / m2, and the average price at the end of the month was 31.01 yuan / m2. The price decreased within the month, with a range of 15.66%. The focus of the glass spot market is down this month. In terms of subregions, the prices of some glass enterprises in Shahe, North China have been reduced, the downstream power and production have been limited, the main need for replenishment is just needed, and the overall production and sales are general. The focus of the trend in East China is downward, and the enterprises implement preferential policies. The downstream processing enterprises have general commencement, limited demand and just need to purchase. The spot glass price in Central China has been reduced, and the shipment is OK. The glass shipment in South China is general, waitun glass enters, local enterprises are under pressure to take goods, the downstream receiving is more cautious, and the price has been reduced. The operation of glass in Northeast China is relatively stable, and the prices of a few enterprises are reduced. The glass market trend in southwest and Northwest China is weak, the inventory is high, and the spot price of glass in the market is reduced.

According to the price monitoring of the business community, in the price rise and fall list of chlor alkali industry in the 42nd week of 2021 (10.18-10.22), there were 3 kinds of commodities rising, 1 kind of commodity falling and 1 kind of commodity rising or falling to 0. The main commodities rising were hydrochloric acid (53.29%), caustic soda (6.19%) and light soda ash (1.43%); The main commodities falling were PVC (- 6.27%). The average rise and fall this week was 10.93%.

Business analysts believe that the domestic soda ash price is strong, the market is running, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. However, the downstream glass price is still in conflict with the high price soda ash, the glass price is weak, and the soda ash is mostly purchased on demand. It is expected that soda ash will still focus on market consolidation and operation in the short term, depending on the downstream market demand.