纯碱行业格局并未明显改善,预计延续宽幅震荡趋势
Sou Hu Cai Jing·2025-08-08 04:12

Group 1 - The core viewpoint indicates that the soda ash market is experiencing a weak trend, with the main contract dropping over 2% as supply increases due to the resumption of maintenance at various enterprises [1] - Supply remains high as production continues at elevated levels, while upstream inventory concentration is high with regional disparities [1][3] - Demand for soda ash is primarily driven by basic needs, with new order acquisition sentiment weakening and some downstream companies reducing raw material inventory [1] Group 2 - The overall supply-demand balance for soda ash is weak, with limited new drivers for market sentiment and a lack of significant support from fundamentals [3] - Short-term expectations suggest that soda ash prices will continue to fluctuate within a wide range, with market sentiment leaning towards weakness [3]