Soda ash category introduction: soda ash is mainly divided into light alkali and heavy alkali, the chemical composition is sodium carbonate, is an important basic chemical raw materials, widely used in building materials, chemicals, gold treatment, pharmaceutical products, etc., high-end soda ash can also be used for picture tube glass shell and optical glass manufacturing.
Soda ash use association: the fuel for alkali production is mainly thermal coal (934 + 0.09% + 0.8) light alkali is mainly used in the daily glass industry, detergents, heavy alkali is mainly used in the production of flat glass.
From the supply side, the data shows that the operating rate of soda ash enterprises in The country is 76.5% (+1.1%), the weekly output is 545,000 tons (+0.9), and the operating rate of million tons of soda ash enterprises is 85.5% (+4.5%). The operating rate of alkali was 81.02%, 78.77% last week, an increase of 2.25% month-on-month. The operating rate of soda ash has increased significantly, the supply provides a negative impact, and the futures price has fallen sharply.
From the demand side, the recent glass futures price has fallen sharply, the price of FG2201 has fallen to 1670, the inventory of downstream glass companies is relatively sufficient, and the demand for soda ash has declined, resulting in a decline in the price of soda ash.
Therefore, it is expected that the next soda ash price will fall under the pull of supply and demand, the operation is recommended, the 01 contract is short on the high, pay attention to macro changes, cost trends and demand changes.
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