2026年7月18日 | admin |
aljs
| Summary of views of soda ash organization |
| Futures company |
Core view |
| Nanhua futures |
The reduction of supply is still recovering, and the return of production capacity of previous maintenance is slightly delayed, and the static balance will continue to move towards surplus. |
| Galaxy futures |
The domestic soda ash market fluctuated at a low level, the market confidence was insufficient, the supply increased slightly, the inventory continued to accumulate, the downstream purchasing enthusiasm was not good, and the overall trend was slightly pessimistic. Unilateral: it is difficult to find upward momentum, and the price fluctuates or is weak. |
| Yongan research |
Soda futures, the disk weakened; Low basis; The price difference between January and May was low. The supply and demand of soda ash decreased, and it was in the middle and high level; The demand for light alkali is higher than that for heavy alkali; Inventory continues to increase, and the watch needs to drop. At present, soda ash is in the state of "middle and low profit+middle price+high inventory", the spot is in the middle, the relative valuation of futures in recent months is reasonable, and the cost is the anchor in far months. Strategy: soda ash air distribution. |
| Xingye futures |
Key points of soda ash futures varieties-the maintenance scale of soda plants will gradually decline, and the colorful soda plants will be restored. -The daily operating rate of soda ash rose to 75.64%, and the daily maintenance loss decreased to 29,000 tons. -The operating capacity of glass dropped to 267,300 tons/day, and the demand for heavy alkali decreased steadily. -The direction of long-term overcapacity is clear, and the center of gravity of the futures price has moved down for a long time. -Strategically, the Soda 01 contract is held patiently. |
| Sdic Anxin futures |
Hubei Shuanghuan, Shandong Haitian and Multicolored Alkali Industry were all overhauled in early September. Last week, the output decreased by 36,300 tons from the previous month to 637,200 tons. Some of the overhauled soda plants have resumed work, and the output has a rising trend. |
| Zhengxin futures |
The short-term fundamental support of soda ash is insufficient, and it is weak and oscillated. In the medium and long term, under the expectation of supply improvement, the trend of soda ash weakens and remains unchanged, paying attention to the dynamics of upstream and downstream suppliers and macro-policy changes. |
| Hongye futures |
The spot price of soda ash continues to weaken, and the total inventory of manufacturers has reached 1,304,600 tons, and the supply-side output and start-up will gradually increase. The demand-side downstream operation is under great pressure, and the overall trend is slightly pessimistic. Empty orders are temporarily held. |
| Everbright futures |
The weak state of soda ash futures market is maintained, and the general trend of futures price remains unchanged. Short-term attention to whether the procurement in the middle and lower reaches before Mid-Autumn Festival and National Day can bring staged bottoming effect. |
| Guantong futures |
The maintenance of soda plant increased, and the supply decreased slightly. As of September 9, the latest inventory was 1.259 million tons, an increase of 17,000 tons from the previous month. The market sentiment is pessimistic, maintaining the view of weak shocks and operating at high altitude. |
| Shen Yin wanguo |
The market outlook pays attention to the process of supply and demand adjustment, especially the adjustment degree of supply end and inventory change, and at the same time pays attention to the degree of supply contraction of downstream glass. |
| Huatai futures |
Soda soda: Soda soda futures continued to decline yesterday, hitting a recent low in intraday trading, with spot prices mainly falling simultaneously. |