Group 1 - The core viewpoint indicates that the soda ash futures market is experiencing a significant decline, with the main contract dropping over 6% to around 1290, and the glass main contract falling over 5% to approximately 1150 due to increased supply and weak demand [1] - As of this week, soda ash inventory stands at 1.8973 million tons, with light soda ash inventory at 771,800 tons and heavy soda ash inventory at 1.1255 million tons, showing mixed changes compared to the previous week [1] - The supply side shows an increase in production due to fewer maintenance activities, while the demand side remains weak, with downstream companies primarily purchasing based on need and showing limited inventory intentions [1] Group 2 - Nanhua Futures notes that the fundamental situation of strong supply and weak demand for soda ash remains unchanged, with a focus on fluctuations in coal and raw salt prices [2] - According to Everbright Futures, the soda ash market is in a weak state with insufficient new driving forces, leading to expectations of weak and volatile prices in the short term [2] - Zhengxin Futures highlights that the supply side continues to maintain high production levels, while the demand side remains primarily based on just-in-time needs, indicating a weak fundamental outlook for soda ash [3]
市场情绪不佳,纯碱期货大幅下跌,后续价格走势如何?
Jin Shi Shu Ju·2025-08-20 03:06