1、 Price trend

According to the monitoring data of the business agency, the price of soda ash rose this month. At the beginning of the month, the average market price of light soda ash was about 2687.5 yuan / ton, and at the end of the month, the average market price was about 2850 yuan / ton, with a price increase of 6.05%, an increase of 62.86% over the same period last year. On May 30, the commodity index of light soda ash was 146.15, unchanged from yesterday, down 22.71% from the highest point of 189.10 in the cycle (2021-11-07), and up 131.43% 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 the business agency, the price of soda ash is strong this month. At present, the mainstream market price of light soda ash in East China is about 2850-2950 yuan / ton. The price of soda ash in North China is temporarily stable, and the current market price of light soda ash is about 2800-3000 yuan / ton. In this month, the soda ash market was strong, the trading atmosphere was acceptable, the enterprise’s order receiving was acceptable, and the price was mainly supported.

On the demand side: according to the monitoring of the business agency, the glass price fell this month. The average price of glass at the beginning of the month was 24.52 yuan / square meter, and the average price at the end of the month was 22.78 yuan / square meter. The price fell by 7.1%. The overall market trading situation in the East China market is general, and the market price is slightly lowered. The overall production and sales in Central China are average, and the downstream is more wait-and-see. Replenishment is mainly on demand, and the inventory increases slowly. The spot trading of glass in South China is general, the market price is mainly stable, the trading is light, and the downstream purchasing enthusiasm is not high, so stay on the sidelines. The shipment in Southwest China slowed down, the downstream purchased on demand, and the production and sales were average. The glass market trend in Northwest China is general, the glass transaction is flexible, and the demand is weak. The market trend in Northeast China is general, the downstream orders are general, the shipment slows down, and the inventory increases.

According to the price monitoring of the business community, in the 21st week of 2022 (5.23-5.27), there was one rising commodity, two falling commodities, and two rising and falling commodities in the list of chlor alkali industry prices. The main commodities rising are: light soda ash (2.15%); The main commodities falling were PVC (-2.28%) and caustic soda (-1.73%). The average rise and fall this week was -0.37%.

According to the analysts of the business club, according to the monitoring data of the business club, the price of soda ash has been raised and the market trading atmosphere is stable. The downstream is still purchasing on demand, and has a mentality of resistance to high priced soda ash. Based on the game between supply and demand, it is comprehensively estimated that soda ash will mainly operate at a price, depending on the downstream market demand.