高库存低需求
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高库存低需求 纯碱上方空间有限
Jin Tou Wang· 2025-08-15 08:12
Group 1 - The core viewpoint of the article indicates that the domestic soda ash futures market is experiencing mixed trends, with the main contract closing at 1395.00 CNY/ton, reflecting a slight increase of 0.58% [1] - According to Jianxin Futures, the recent maintenance volume has been low, leading to a decrease in loss volume and a continuation of high production levels, with weekly soda ash production rising to 76130 tons, a month-on-month increase of 2.24% [1] - New Lake Futures notes that overall demand is primarily driven by essential purchases, with weak transactions for high-priced soda ash and a lack of significant inventory accumulation intentions from glass manufacturers [1] Group 2 - As of August 14, the total inventory of domestic soda ash manufacturers reached 189.38 million tons, an increase of 2.87 million tons from the previous week, representing a growth rate of 1.54% [1] - The inventory breakdown shows that light soda ash accounts for 76 million tons, with a month-on-month increase of 4.24 million tons, while heavy soda ash stands at 113.38 million tons, with a month-on-month decrease of 1.37 million tons, but an increase of 1.76 million tons from Monday, reflecting a growth rate of 0.94% [1] - Donghai Futures suggests that the market is characterized by high supply, high inventory, and weak demand, indicating that the supply-side issues are the main factors suppressing prices, and the combination of high inventory and low demand limits the upward potential for soda ash prices [1]