1、 Price trend

According to the monitoring data of the business agency, the price of soda ash fell as a whole this month. The average market price of light soda ash at the beginning of the month was about 2920 yuan / ton, and the average market price at the end of the month was about 2820 yuan / ton. The price fell by 3.42%, an increase of 35.9% over the same period last year. On July 28, the commodity index of light soda ash was 144.62, down 1.02 points from yesterday, down 23.52% from 189.10 points (2021-11-07), the highest point in the cycle, and up 129.01% from 63.15 points, the lowest point on November 18, 2015. (Note: the period refers to 2011-09-01 to now)

2、 Market analysis

According to the monitoring data of the business community, the price of soda ash this month is weak. At present, the mainstream market price of light soda ash in East China is about 2600-2800 yuan / ton. The price of soda ash in North China is temporarily stable, and the current market price of light soda ash is about 2900-3000 yuan / ton. Domestic soda ash prices are weak, the overall trading atmosphere is relatively weak, and the enthusiasm for downstream procurement of soda ash is not high.

Demand: according to the monitoring of the business agency, the price of glass fell this month. The average price of glass at the beginning of the month was 20.68 yuan / square meter, and the average price at the end of the month was 19.3 yuan / square meter. The price fell by 6.67%. The spot price of glass continued to decline slightly and the transaction was flexible. The overall trading volume of the glass spot market was light. The terminal real estate industry has limited funds and poor demand. Downstream processing enterprises are cautious in trading and investment, and mainly purchase on demand.

According to the price monitoring of the business community, in the 29th week of 2022 (7.18-7.22), there were 0 kinds of commodities rising, 5 kinds of commodities falling and 0 kinds of commodities rising or falling. The main commodities that fell were hydrochloric acid (-13.24%), caustic soda (-5.50%), and PVC (-2.00%). The average rise and fall this week was -4.37%.

According to the survey data of the business society, the price of domestic soda ash is weak, the overall trading atmosphere is relatively weak, the enthusiasm for downstream procurement of soda ash is not high, mainly on-demand procurement, and the price of soda ash is depressed, so the pressure on soda ash enterprises to ship is large. It is comprehensively expected that the price of soda ash will be weak in the later stage, depending on the downstream market demand.