unrealengineblockchain| The supply of soda ash has steadily increased, and the profit of ammonia soda enterprises is 256 yuan/ton: the price difference between Shahe and North China markets is 200 yuan
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Soda ash price fluctuates upstream, spot price 1950 yuan / ton in Shahe area and 2100 yuan / ton in North China.UnrealengineblockchainThe mainstream price of staple fiber market rose to 7430 yuan / ton.
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The supply of soda ash market increased steadily, and the short-term trend fluctuated. The main current price of heavy alkali in Shahe area was 1950 yuan per ton, while that in North China was 2100 yuan per ton. In terms of basis difference, the basis difference of Shahe-2409 is minus 200 yuan / ton. According to the latest data, the operating rate of soda ash in China is 85%.Unrealengineblockchain.61%, while the operating rates of ammonia, alkali and co-production were 86.03% and 86.2%, respectively. At the same time, the national enterprise inventory of heavy alkali and light alkali is 527700 tons and 363200 tons respectively, and the number of warehouse receipts is 1450. In terms of profit, the profit of ammonia-alkali enterprises is 256.05 yuan per ton, while that of United alkali enterprises is 411.1 yuan per ton. Float glass (coal) profit is 243 yuan per ton, float glass (petroleum coke) profit is 388 yuan per ton, float glass (natural gas) profit is 149 yuan per ton. With the gradual recovery of maintenance in individual enterprises, the supply of soda ash has increased steadily. Downstream demand shows a divergent trend, large manufacturers maintain a wait-and-see attitude, while small manufacturers are actively replenishing inventory. In the short-term market trend, the soda ash market is expected to be mainly volatile upward, which may be a noteworthy point for secondary market investors. Staple fiber prices rose slightly, PX-MX is expected to weaken in May in the staple fiber market, 1.4D direct spinning East China market mainstream price of 7430 yuan per ton, up 30 yuan from the previous day. The main basis difference of PF is minus 8 yuan, which is 4 yuan lower than that of the previous day. The variety profit of aromatic polyester industry chain is more prominent in the upstream aromatics end. Valuations of PXN and other aromatics are expected to be under pressure relative to naphtha until the end of April, but recent strengthening trends in MXN and PXN, especially stronger MXN performance, may be related to the good supply and demand of MX itself. As gasoline profits stop falling at the end of April, upstream aromatics valuations relative to naphtha are expected to strengthen again, squeezing the cost side of PX-MX. At the same time, the supply and demand side of PX-MX guidance also showed a downward trend. In May, the market is expected to see a weakening of PX-MX, which may be an important market development for investors who are concerned about the variety of the industry chain.
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