Source: China Glass Network
[China Glass Network]
Last week, the main contract 2409 fell first and then rose. The closing price was 2301 yuan/ton, up 129 yuan/ton month on month, or 5.94%.
In terms of supply, according to the latest data of Lonza Information, last week Soda ash The operating rate was 85.12%, down 1.28% month on month. Last week, the output of soda ash was 709600 tons, down 1.47% month on month. In terms of inventory, the total inventory of domestic soda manufacturers last week was 885300 tons, down 1.47% month on month.
On the whole, affected by the maintenance of production line in summer, the output of soda ash continued to decline last week, but still remained at a high level. Consumer end Glass With good profits in production and marketing and the glass factory, the glass production line has not seen an increase in maintenance, and the consumer side still maintains a high growth. The inventory side is slightly destocked, and with the further increase of maintenance, it faces certain destocking pressure. The short-term contradiction is not yet prominent, and the maintenance is expected to maintain a strong operation of shock, but there is a risk of cash in the future, closely tracking the maintenance of soda production line and inventory changes.
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