I. Market Focus
II. Price List
| Product | Region | Oct 22 | Oct 15 | Change Rate |
|---|---|---|---|---|
| Raw Coal | East China | 1034 | 1025 | +0.88% |
| Crude Salt | East China | 220 | 220 | +2.33% |
| Light Soda Ash | East China | 1000 | 1000 | 0% |
| Heavy Soda Ash | East China | 1100 | 1100 | 0% |
| Float Glass | National Average | 1069 | 1076 | -0.65% |
| Notes: 1. All product prices refer to domestic premium-grade products. 2. Unit: CNY/ton. 3. All RMB prices above are ex-works, tax-inclusive, spot cash settlement prices. 4. The two periods' prices represent point-in-time values from the two preceding working weeks before this week, not weekly averages. 5. The change rate is the week-over-week percentage change. |
III. Data Summary
Soda Ash Industry Supply-Demand Data Summary
| Data Type | Oct 22 | Oct 15 | Change Rate | Expected Trend This Week |
|---|---|---|---|---|
| Capacity Utilization Rate | 64.68% | 64.59% | +0.09% | ↗ |
| Enterprise Sales-to-Production Ratio | 126.04% | 124.74% | +1.30% | ↘ |
| Factory Inventory (10k tons) | 147.10 | 162.89 | -9.69% | ↘ |
| Notes: 1. Capacity utilization rate reflects the proportion of actual output relative to total capacity, indicating production levels. 2. Enterprise sales-to-production ratio represents the proportion of total weekly sales to total production for sample enterprises, indicating order fulfillment status. 3. Factory inventory indicates the trend of inventory pressure by showing the ratio of current stock to total storage capacity. |
IV. Market Outlook
Last week, the domestic soda ash market showed a weak trend, with prices remaining firm but experiencing slight declines in some cases. Maintenance activities continued, keeping supply at low levels. Downstream demand was moderate, primarily driven by immediate needs, while transactions involving futures-spot arbitrage increased. This week, plants undergoing maintenance are gradually resuming operations, leading to an expected increase in production. Order backlogs support shipments, with enterprises aiming to secure end-of-month orders. Downstream demand remains lukewarm, with strong resistance to high prices. In the short term, soda ash prices are expected to fluctuate within a narrow range with minimal volatility.
V. Data Calendar
| Data Item | Release Time | Previous Data | Expected Trend This Period |
|---|---|---|---|
| Soda Ash Utilization Rate | Every Friday at 16:00 | 64.68% | ↗ |
| Soda Ash Production Volume | Every Friday at 16:00 | 64.68 | ↗ |
| Soda Ash Inventory | Thursday at 16:00 | 147.10 (10k tons) | ↘ |
| Notes: 1. ↑↓ indicates significant fluctuations, highlighting data dimensions with changes exceeding 3%. 2. ↗↘ indicates minor fluctuations, highlighting data dimensions with changes within 0–3%. |
Data Source: Chempricehub Information
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