1、 Price trend

According to the monitoring data of the business agency, the domestic soda market is stable this week. The average market price between the beginning of the week and the weekend in East China is 1883.33 yuan / ton, up 5.02% from the same period last year. The light soda commodity index was 96.58 on October 22, which was flat with yesterday, down 18.06% from the highest point 117.86 in the cycle (2017-11-21), up 52.94% from the lowest point of 63.15 on November 18, 2015. (Note: the period refers to 2011-09-01 to now)

2、 Market analysis

According to the business community, the domestic soda market is temporarily stable and tidy, the market atmosphere is light, downstream manufacturers are cautious and wait-and-see attitude is the main. The price of soda ash in Shandong Province is stable temporarily. The main light alkali is quoted at RMB 1850-1950 / T. the market atmosphere is still acceptable. The downstream manufacturers are cautious in mind. It is expected that the price of soda ash will be stable in the short term. The price of soda in Central China is about 1750-1850 yuan / ton, and the market atmosphere is still acceptable. However, the overall downstream manufacturers are cautious and it is expected that the prices of soda ash will be settled stably in the short term.

Raw materials: the domestic exchange of raw salt is in a good atmosphere this week, and the prices in some regions are stable and upward. The sea salt is stable in operation, and the well and salt area performs well and the price is up. Lake salt performance is not good, downstream purchasing intention is not good, market performance is light.

Demand: the general trend of the glass spot market is stable in the near future, and most production enterprises mainly increase the delivery, and the market price changes little. Generally speaking, the order situation of downstream processing enterprises remains stable, and the acceptance degree of market price increases month on month, with rigid demand as the main factor. The inventory of production enterprises has been reduced to the same period last year, and the social inventory of traders and processing enterprises also has a good consumption. The number of glass purchased directly from the production enterprises increased on a month to month basis. Because the current production enterprises offer a high price, in order to maintain a better delivery level, there is no intention to adjust the price again. Most manufacturers basically maintain the current spot market price level.

According to the price monitoring of business agency, there are 2 commodities in the list of rise and fall of chlor alkali industry price in the 41st week (10.12-10.16) in 2020, 0 commodities falling, 3 commodities rising and falling to 0. The main commodities that rose were PVC (3.45%), caustic soda (1.02%); this week, the rise and fall was 0.89%.

Analysts of business society believe that the market performance of soda is light, downstream manufacturers purchase on demand, while enterprises actively ship downstream procurement mainly on demand, traders are more wait-and-see, and remain in wait-and-see status for soda. The overall trend of the spot glass market is stable, most of the production enterprises are mainly increasing the delivery, and the market price is not changed much. According to the comprehensive forecast, the domestic soda market is still sorted out in the short term, with small fluctuation mainly.