1、 Price trend

According to the monitoring data of business agency, the price of soda ash is down this month. The average market price of light soda ash at the beginning of the month was about 3312.5 yuan / ton, and the average market price at the end of the month was 2700 yuan / ton, down 18.49% and up 101.49% over the same period last year. On December 30, the commodity index of light soda ash was 138.46, the same as yesterday, down 26.78% from the highest point of 189.10 in the cycle (2021-11-07), and up 119.26% from the lowest point of 63.15 on November 18, 2015. (Note: the period refers to the period from September 1, 2011 to now)

It can be seen from the above figure that the price of soda ash has been continuously reduced this month, and the soda ash market was weak in December.

2、 Market analysis

According to the monitoring data of business society, the price of soda ash is weak this month. The mainstream market price of light soda ash in East China is about 2400-2800 yuan / ton. The price of soda ash in North China is weak, and the current market price of light soda ash is about 2900-3000 yuan / ton. On the whole, the short-term soda ash price is weak, mainly running. The manufacturer actively shipped, and the actual transaction was average. Data show that as of December 30, the overall operating rate of soda ash in the week was 78.99%. Soda ash output during the week was 528600 tons, and 566800 tons last week.

Demand: the glass price is adjusted and operated this month. The average price of glass at the beginning of the month is 24.78 yuan / m2, and the average price at the end of the month is 24.87 yuan / m2. The price is adjusted slightly by 0.36%. The glass spot market was consolidated this month. The glass spot market is weak and downward. In Shahe, North China, the market turnover is general, the market demand is weakened, and the enterprises ship flexibly. The market in East China has a strong wait-and-see mood and the transaction is flexible. The market focus in Central China is downward, the downstream wait-and-see mood is strong, the downstream willingness to take goods is not high, and the prices of some manufacturers are reduced. South China Glass spot market is lack of confidence, and there is more wait-and-see on the floor.

According to the price monitoring of the business community, in the price rise and fall list of chlor alkali industry in the 51st week of 2021 (12.20-12.24), there were 1 kind of rising commodity, 3 kinds of falling commodities and 1 kind of rising and falling commodity. The main commodities rising were: caustic soda (13.07%); The main commodities falling were calcium carbide (- 2.40%), light soda ash (- 0.90%), PVC (- 0.36%). The average rise and fall this week was 1.88%.

According to the analysts of the business society, the monitoring data of the business society shows that the price of soda ash has been adjusted to run the market. The start-up of soda plant is relatively stable, and the price fluctuates little near the end of the month. The downstream glass demand is general, not warm and not fire. Traders are cautious, and it is comprehensively expected that soda ash will be dominated by weak consolidation operation in the later stage, depending on the downstream market demand.