Group 1 - The float glass industry is entering a traditional peak season, which may lead to a temporary improvement in the supply-demand structure [1] - The average ex-factory price of domestic light soda ash is 1267.5 yuan/ton, down 2.9% from the end of July, while the average ex-factory price of float glass is 1209.38 yuan/ton, down 6.92% from the end of July [1] - Despite high inventory levels among float glass producers and intermediaries, improved orders from downstream processing plants are expected to support the sales rate of float glass manufacturers [1] Group 2 - The soda ash market is characterized by a strong supply and weak demand imbalance, with the Inner Mongolia Boyuan Yingen Chemical's second phase 2.8 million ton facility expected to start production in the second half of the year [2] - The operating load of the soda ash industry is expected to remain between 85%-89%, with a daily output of 10.7-11.2 thousand tons [2] - The demand for soda ash remains relatively stable, but poor profitability of downstream products limits support for the soda ash market, leading to expectations of a weak market in the short to medium term [2]
基本面差异 浮法玻璃、纯碱中短期走势或有分化
Xin Hua Cai Jing·2025-08-21 07:21