SDHH(SZ:000822) Jin Tou Wang·2025-05-11 23:12Group 1 - The main contract for soda ash futures closed at 1305 CNY/ton, with a weekly decline of 3.76% [1] - Soda ash inventory reached 1.7013 million tons, an increase of 29,100 tons or 1.74% week-on-week [2] - Production costs for ammonia-soda method in North China decreased to 1300 CNY/ton, down 420 CNY/ton or 24.4% from last October's peak [2] Group 2 - Some soda ash production facilities are operating at reduced capacity, with Tangshan Sanyou and Shandong Haitan both running at about 70% [2] - Short-term supply tightness may arise due to maintenance plans, but long-term oversupply remains a concern [3] - The price of soda ash futures may experience a brief rebound in May, but sustained upward momentum is lacking due to weak demand and high inventory levels [3]