Group 1 - The domestic futures market for soda ash showed significant gains, with the main contract opening at 1194.00 CNY/ton and reaching a high of 1229.00 CNY, reflecting an increase of approximately 3.37% [1] - As of July 10, the total inventory of domestic soda ash manufacturers was 1.8634 million tons, an increase of 53,900 tons or 2.98% compared to the previous week [1] - The production capacity of major soda ash plants, such as Tangshan Sanyou and Shandong Haitan, is currently operating at around 70% due to reduced output [1] Group 2 - Chaos Tiancheng Futures indicated that the current supply-demand situation remains oversupplied, with production expected to decrease to around 710,000 tons due to plant maintenance, but this will not significantly alter the oversupply dynamics [1] - Zhengxin Futures noted that the soda ash market is still in an oversupply situation, with high absolute inventory levels and a general demand that is not robust, suggesting a bearish outlook for the market [2] - The market sentiment is heavily influenced by commodity emotions, and a clear reduction in supply is needed for a positive shift in the medium to long term [2]
后市仍有大产能计划投产 纯碱期货连续数日上涨
Jin Tou Wang·2025-07-10 07:10