2017 3-April comparison of domestic soda storage in China
Domestic soda market in the first quarter after a sustained decline, the current market has tended to stabilize, and east and central China, some manufacturers due to early inventory digestion good, the price of the transaction tentatively rose 20-30 Yuan/ton, Henan Hao Hua Chun light alkali transaction price has been 1300 yuan/ton up to 1330 yuan/ton, Fengcheng salt light alkali price has been raised twice, from the previous 1400 yuan/ton raised to 1450 yuan/ton.
At the same time, the total number of domestic soda ash also decreased significantly, according to statistics, at the end of March inventory of 970,000 tons, at the end of April inventory has fallen to about 730,000 tons, the chain decreased by 240,000 tons, it can be seen that the downstream just need relatively stable, and soda manufacturers to ease inventory pressure, and constantly increase export strength, March soda export volume of 121200 tons, exports increased by 4.03% than February. And ammonium chloride market continues to decline, leading to some of the joint alkali enterprise losses, in this case, the factory price mentality is more prominent, the market low price transactions significantly reduced.
Statistics of equipment maintenance in domestic soda industry in April 2017
According to statistics, the April National soda overhaul enterprises for six, because most manufacturers repair time is short, and the region is more decentralized, the overall capacity of the market less impact. At present, the total operating rate of ammonia-alkali enterprises is more than 93%, and in the case of profitability, the willingness of enterprises to make limited work is lower. And some of the cost of the joint alkali Enterprise although there is a loss, but the number of maintenance enterprises in April is not much, its limited production is also very few, the overall operating rate is more than 85%; domestic three natural alkali-law enterprises, the installation of the basic full load, only Nemonsonite at the end of April have maintenance The April Commonwealth Conference called for May to start the industry to 10%-15%, but by the end of April, the total operating rate of soda ash industry is still high.
At present, the whole national Soda ash inventory in 730,000 tons, is still at a higher level, and some of the soda enterprises later has expansion plan, if the late maintenance, limited production enterprises, on the current downstream demand and soda ash enterprise start-up situation analysis, late inventory still has a rising trend. At the same time, April 25-May 25, the third batch of environmental inspection teams settled in Tianjin, Shanxi, Liaoning, Anhui, Fujian, Hunan, Guizhou and other 7 provinces to carry out environmental protection inspectors, then soda ash and downstream enterprises will be affected, as the above-mentioned areas of soda ash enterprise capacity and accounted for relatively small, coupled with the supply of local sources can be supplemented in a timely manner, later on the soda market little Conversely, downstream printing and dyeing and light industrial glass accounted for relatively high, the environmental inspection on the downstream industry has a greater impact, the overall demand or will be reduced.
In the case of positive and negative factors coexist, the regional differentiation of soda ash market is more obvious, some high inventory areas do not rule out there is still a possibility, and less inventory of the region or will appear stable in the market trend, the overall view, soda ash future does not exclude the market pattern of the exchange, in view of this, the latter should pay more attention to market supply and demand and soda ash, downstream industries start the situation.