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The domestic soda ash market continues to rise, with a tense supply and demand relationship.
Classification: Bolg
Release time: 2023-11-30
Summary: Recently, the domestic soda ash market has continued to rise, and it is expected that the soda ash market may experience high-level fluctuations in December.
Recently, in ChinaSoda ashthe market continues to rise.
According to Baichuan Yingfu, as of November 26, in Chinalight soda ashthe market average price is 2429 yuan/ton, an increase of nearly 400 yuan/ton within the month;heavy soda ashthe market average price is 2665 yuan/ton, an increase of about 470 yuan/ton within the month.
As of November 27, according to Zhuochuang Information, the nationallight soda ashmainstream factory average price is 2640 yuan/ton,heavy soda ashthe mainstream terminal price is 2904 yuan/ton. Spot supply remains tight, manufacturers are controlling orders, and the currentSoda ashprice has risen to a relatively high level. It is expected that in DecemberSoda ashthe market may fluctuate at a high level.
Driven by factors such as downstream inventory replenishment, recentlySoda ashprices have risen significantly, and related listed companies are operating at full capacity. According to the latest data from the Business Society, on November 28, in many placesSoda ashprices continue to rise
The listed companies producing in A-shares mainly include Yuanxing Energy (000683),Soda ashShandong Haihua (000822), Jiangyan Group (601065), etc. It is reported that currently, the production capacity of each company is almost running at full capacity, with low inventory. Most manufacturers' orders for November are saturated, and some manufacturers' orders for December are also full, with basically no spot available recently.Haitong Securities research report shows,
related targets: Yuanxing Energy, Zhongyan Chemical, Shuanghuan Technology, Shandong Haihua, and Hebang Biological, etc.Soda ash相关标的：远兴能源、中盐化工、双环科技、山东海化、和邦生物等。
Key words: The domestic soda ash market continues to rise, with a tense supply and demand relationship.
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