I. Market Focus
II. Price Table
| Product | Region | Oct 15 | Oct 8 | Change Rate |
|---|---|---|---|---|
| Raw Coal | East China | 1025 | 999 | +2.60% |
| Crude Salt | East China | 220 | 215 | +2.33% |
| Light Soda Ash | East China | 1000 | 1000 | 0% |
| Dense Soda Ash | East China | 1100 | 1100 | 0% |
| Float Glass | National Avg. | 1076 | 1076 | 0% |
| Notes: 1. Prices refer to domestic premium-grade products. 2. Unit: CNY/ton. 3. All RMB prices are ex-works, cash, inclusive of tax. 4. The two price points represent snapshot prices from the previous two working weeks prior to this week, not weekly averages. 5. Change rate refers to the period-over-period percentage change. |
III. Data Table
Soda Ash Industry Supply-Demand Data Table
| Data Type | Oct 15 | Oct 8 | Change Rate | Expected This Week |
|---|---|---|---|---|
| Capacity Utilization Rate | 64.59% | 76.15% | -11.55% | ↘ |
| Enterprise Sales-to-Production Ratio | 124.74% | 97.28% | +27.46% | ↘ |
| Plant Inventory (10k tons) | 162.89 | 177.87 | -8.42% | ↘ |
| Notes: 1. Capacity utilization rate reflects the ratio of actual output to total capacity for production enterprises, indicating production levels. 2. The enterprise sales-to-production ratio represents the proportion of total weekly sales to total production for sample enterprises, reflecting order status. 3. Plant inventory indicates the ratio of current stock to total storage capacity, showing inventory trends and pressure. |
IV. Market Outlook
Last week, the domestic soda ash market trended weakly, with prices adjusting within a narrow range, characterized mainly by stability with minor fluctuations. Due to unit maintenance, supply remained at low levels. Downstream demand was moderate; however, high trading volumes were observed due to the price advantage of futures-spot arbitrage. This week, maintenance expectations for soda ash plants persist, though some units are expected to resume operations, leading to a slight increase in production. Downstream demand remains lukewarm, with purchasing pace expected to slow down. Overall, the soda ash market is projected to fluctuate sideways.
V. Data Calendar
| Data Item | Release Time | Previous Data | Expected Trend This Period |
|---|---|---|---|
| Soda Ash Utilization Rate | Every Monday 16:00 | 64.59% | ↘ |
| Soda Ash Production | Every Monday 16:00 | 60.56 | ↘ |
| Soda Ash Inventory | Thursday 16:00 PM | 162.89 10k tons | ↘ |
| Notes: 1. ↑↓ indicates significant volatility, highlighting data dimensions with changes exceeding 3%. 2. ↗↘ indicates narrow-range volatility, highlighting data dimensions with changes within 0-3%. |
Data Source: Chempricehub Information
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