纯碱:厂家挺价情绪伴随,轻重碱走势分化
Sou Hu Cai Jing·2025-11-20 04:48

Core Viewpoint - The overall production load of soda ash manufacturers is low due to maintenance activities, leading to a mixed performance between light and heavy soda ash prices [1] Group 1: Production and Maintenance - Several manufacturers, including Fengcheng Salt Chemical, Xiangyu Salt Chemical, and China Salt Kunshan, are undergoing maintenance, resulting in reduced production capacity [1] - Key soda ash production facilities in Henan, Tianjin, Shaanxi, Hunan, and Huainan are also experiencing maintenance, contributing to the overall low operational load [1] Group 2: Market Demand and Pricing - The demand for light soda ash remains stable, with tight supply in the central and eastern regions, leading to a strong pricing sentiment among manufacturers [1] - Most manufacturers have filled their orders for the month, indicating a robust market for light soda ash [1] - In contrast, the demand for heavy soda ash is weak, with futures prices declining and a noticeable price advantage for futures sources, resulting in increased transaction volumes for heavy soda ash [1] - The transaction price focus for heavy soda ash has shifted downward due to these market dynamics [1]