Domestic soda ash kugadzirwa kuri kuderera svondo rino, hubei double-ring load down, the current nissan 2000-2200 tons, lightweight alkali downstream industry cost pressure, yakaderera kudiwa kwesoda ash, heavy alkali performance yakanaka, but the current soda company delivery. yakashata, kusagadzikana kwemusika, kushaya simba kwemusika wepasi, misika yemafungiro haisi yakanaka, kuva bearish masikati.
Parizvino, chiedza alkali 1700, inorema alkali 1800, musika mamiriro haana kunaka, kudzika kwemvura kudiwa kwakawanda, kunotarisirwa kuve kusina kusimba kupedzisa, kushanda kwekubatanidza muCentral China, munharaunda, chiedza alkali 1450-1650 yuan/ton, heavy alkali 1650-1800 yuan/ton.Wait-and-see, light market, south China market consolidation operation, South China light alkali factory 1750, heavy alkali 1950, the firm price is low, the market is flat, the short-term maitiro anotarisirwa kuve asina kusimba uye akagadzikana.
Operation rate analysis
Vhiki rino chiyero chekushanda kwemabhizinesi esoda chakawedzera zvichienzaniswa nesvondo rapfuura, chiyero chekushanda mukati mesvondo chasvika 77.91%, mutengo wepamusha wesoda wanga uchifamba zvakanaka, muganho wazvino wekugadzira mabhizinesi esoda wakaumbwa, asi iyo yakazara. kudiwa kwesoda kuchiri kusimba, mutambo pakati pekupa uye kudiwa unowedzera, kukwira kwemutengo wemusika kwakaoma kuenderera mberi.Zvinotarisirwa kuti chiyero chekushanda chesoda chichavandudzwa zvishoma nezvishoma munguva inotevera, kugadzirwa kwesoda kuchawedzerwa zvishoma nezvishoma. , uye misika ine usimbe icharamba ichiwedzera.
Inventory analysis
Vhiki yega yega yesoda inventory ichiri mukukura kunoramba kuripo, pakati peiyo yepamba yakazara hesiti yakasvika 118.27, zvichienzaniswa nekutanga kwe23,900 matani, kuwedzera kwe24.29%, inventory deactivation inononoka, uye chiyero chekushanda kwemabhizinesi kutangazve yakakwirira- speed running state, soda industry conference yakarongwa kudzikamisa kugadzirwa kwe 20-30%, mamwe makambani apinda pace.Single domestic soda market demand ichiri kushaya simba, kugovera uye kudiwa kuri mumhepo, zvinotarisirwa kuti ichangopfuura kudiwa kuderedzwa kwesoda. Soda musika wekupa uye kupokana kwekuda kunowedzera.
Kupinza uye kunze kwekuongorora
Zvinoenderana nenhamba dzetsika, munaGunyana 2020, soda ash inotengeswa muChina i0.4723 matani, accumulative total imports of 205329.13 tons, September import amount is $05700, accumulative total import amount is $31.1496 miriyoni, September / import avhareji mutengo we$16042. mutengo wepakati wepakati we $ 151.71 / tani, kutengeswa kwakadonha 98% uye kutengeswa kwakadonha 99.98% gore pagore, kuunganidza kuzere kwekunze ne110.31% kupfuura nguva yakafanana gore rapfuura.
Forodha manhamba, munaGunyana 2020, China inotengeswa kunze soda ash i116871.00 matani, yakazara kunze kwenyika ye1107057.67 matani, huwandu hwekutengesa kunze kwe $ 2018103.5 munaGunyana, inounganidza huwandu hwemadhora kunze kwenyika, kutengesa kunze kwenyika munaGunyana avhareji mutengo we $ 172. mutengo we $ 167.80 / tani, kutengeswa kunze kwakadonha 39.64%, kutengeswa kunze kwe10.20%, zvichienzaniswa nehuwandu hwekutengesa ne5.46% kupfuura nguva yakafanana gore rapera.
Domestic mainstream bhizinesi quotation
Vhiki rino, mutengo wefekitari wesoda ash Enterprises hauna kugadzikana, iyo ikozvino soda ash mutengo uri padanho rakagadzikana, inventory iri kukwira. maitiro haana kunaka.
Ongororo yezvinhu zvinopesvedzera musika
Mutengo: musika wemunyu wakabikwa uye kudiwa kwakawedzera, mitengo mune mamwe matunhu yakakwira, musika hauna kuchinja zvakanyanya, vagadziri vanopa uye kudiwa kuripo mutambo, kuita kwemusika kwakareruka, kwakashata mumusika wesoda ash.
Supply side: parizvino, mamwe mabhizinesi abatana nekumhanya kwekurambidza kugadzirwa, Jinshan Mengzhou chirimwa nzvimbo yakaronga kujoinha timu yezvirambidzo pakupera kwemwedzi, kudzika kwekutanga kuita hakuna simba, mutengo wakakwira, musika wezasi une. resistance psychology, procurement is not active, vashandisi vekupedzisira vanonyanya kungwarira kutarisa pamusika, shungu dzekutora zvinhu hadzina kukwirira.Inventory runs inononoka.Mutambo wekumusoro nekudzika uri kuramba uchibuda pachena. Munguva pfupi, kushanda kwakadzikama kweiyo quotation yevagadziri vesoda yemumba ndiro basa guru, uye nzvimbo yekutengeserana yemusika unorema alkali iri kudzika pasi, uye rutsigiro rwemusika rwunoderera.
Demand side: ichangoburwa yepamba inoyangarara girazi mutengo wakagadzikana mutengo kufamba, musika wekutengesa mamiriro akatsetseka, shahe dunhu kugadzirwa uye kutengesa kunowedzera tarisiro.Kudiwa kweinorema alkali yegirazi rinoyangarara uye photovoltaic girazi richachengeta kudiki kuwedzera.Inotarisirwa kuti iyo gare gare kudiwa kwesoda ash ichave yakafa. Current soda ash ichiri pachinhanho chekugadzirisa, kugadzirwa kwesoda ash fekitari uye kushambadzira zvishoma nezvishoma kunowedzera, vamwe vanogadzira zvinyorwa zvinowedzera zvishoma nezvishoma, kutengesa kwemusika uye kudiwa kwekuderera, misika yepfungwa ichiri isina simba. , gare gare vachiri kufanira kuteerera kumusoro uye kudzika kwemusika mutengo mafambiro, bhizinesi kugadzirwa uye kugona kushandiswa, musika nharaunda, mamiriro ekunze anokanganisa mafambiro emitengo, senge yenguva pfupi yesoda musika icharamba yakadzikama, iyo yekutevera kuonekwa kunodiwawo.
Kufanotaura kwemusika
Comprehensive, pasoda ash musika haisi chete mukuru wenheyo kudzvinyirirwa, nharaunda kuvakwa zvakare isingagutsikani, kunyange zvazvo mamwe makambani muganhu kugadzirwa anogona kuita goho akawira, asi kutengeswa chaiko kana kusina kugadziriswa, chiyero pakati pekupa uye kudiwa kuchaita zvakare stalemate, iyo yakadzika. musika utera, vatengesi nokuda kuramba yakakwirira maonero, musika zvachose utera nhungamiro development.Short - term soda ash mutengo musika inotarisirwa kumhanya kushaya simba.