1、 Price trend

According to the monitoring data of business society, the price of soda ash is strong this month. At the beginning of the month, the average market price was about 1882 yuan / ton, and at the end of the month, the average market price was 2137.5 yuan / ton, with a price increase of 13.58% and a year-on-year increase of 64.42%. On July 29, the commodity index of light soda ash was 106.41, the same as yesterday, down 9.71% from the highest point of 117.86 in the cycle (November 21, 2017), and up 68.50% from the lowest point of 63.15 on November 18, 2015（ Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of business society, the soda ash market atmosphere is good, and the manufacturers are mainly active in shipping. The mainstream market price of light soda ash in East China is about 2000-2100 yuan / ton. The price of soda ash in North China is relatively strong, and the mainstream market price of light soda ash is about 2100-2200 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 2000-2050 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Demand: the glass price is strong this month. The average price at the beginning of the month is 35.35 yuan / m2, and the average price at the end of the month is 38.58 yuan / m2, with a price increase of 9.14% and a year-on-year increase of 96.14%. Glass spot market prices rose slightly, inventory growth slowed down, and prices in some regions increased. In terms of Shahe in North China, the shipment of enterprises is OK, the inventory of enterprises is low, and some manufacturers have increased slightly. The overall trend of glass spot market in East China is general, and the quotations of individual manufacturers are increased. The production and sales in Central China are OK, and the spot price of glass has increased. Glass shipments in South China are better, and the prices of individual enterprises have increased. On the whole, there is no pressure on the manufacturer’s inventory, the overall shipment is good, and the price is mainly increased slightly.

According to the price monitoring of the business society, in the list of price rise and fall of chlor alkali industry in the 29th week of 2021 (7.19-7.23), 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: caustic soda (7.05%), light soda (2.89%), calcium carbide (0.98%); The main commodities falling were PVC (- 0.14%). Both rose or fell by 2.16% this week. Average: 20.00%.

Business analysts believe that domestic soda ash prices are strong, and manufacturers are mainly active in shipping. Downstream glass prices are strong, and soda ash still gives strong support to glass. The inventory of soda ash has decreased and the supply is tight. Generally speaking, soda ash is mostly strong in the later stage, and the market operation is mainly based on the downstream market demand.