Group 1 - The domestic futures market for soda ash is showing a strong upward trend, with the main contract opening at 1208.00 CNY/ton and reaching a high of 1234.00 CNY, reflecting a 2.08% increase [1] - Soda ash production has increased to 111,400 tons per day, with an operating rate of 83.8%. However, demand from glass manufacturers is stabilizing, and inventory levels are rising [2] - The overall market sentiment is cautious due to oversupply pressures, with a recommendation for a short-selling strategy in the medium to long term, while short-term price support is expected due to winter storage demand [2][3] Group 2 - The float glass industry is experiencing a slight increase in operating rates, but demand remains weak, leading to stable soda ash prices. New orders are limited, and manufacturers are maintaining low inventory levels [2] - Southern soda ash producers are planning maintenance, which may lead to a decrease in operating rates. The overall supply is under pressure, and caution is advised in pursuing long positions [3]
纯碱厂家库存高位上升 预计节前盘面仍震荡对待
Jin Tou Wang·2026-02-04 06:02