1、 Price trend
According to the commodity analysis system of Shengyi Society, the price of soda ash continued to decline in June. The average market price of light soda ash at the beginning of the month was 1386 yuan/ton, and the average market price at the end of the month was around 1264 yuan/ton. The price decreased by 122 yuan/ton during the month, with an overall decline of 8.80%.
2、 Market analysis
According to the commodity analysis system of Shengyi Society, the soda ash market has been weak and declining this month. Due to the restoration of the soda ash maintenance equipment, the utilization rate of soda ash production capacity has increased. At the same time, the downstream market is weak, and soda ash is mainly purchased on demand. The consumption of soda ash is average, and the sales pressure of enterprises has increased. Under the pressure of inventory, soda ash prices continue to decline.
As of June 30, 2025, the mainstream market price of light soda ash in East China is around 1140-1300 yuan/ton, with a monthly decrease of 140-150 yuan/ton; The mainstream market price of light soda ash in Central China is around 1130-1300 yuan/ton, which will be lowered by 100-120 yuan/ton within the month; The mainstream market price of light soda ash in North China is around 1180-1250 yuan/ton, with a decrease of 170-250 yuan/ton within the month.
On the demand side: According to the commodity analysis system of Shengyi Society, the glass price trend has been weak and downward this month. The average market price of glass at the beginning of the month was 14.38 yuan/square meter, and the average market price at the end of the month was 13.82 yuan/square meter, a decrease of 3.89%. During the month, the glass market had sufficient spot goods, downstream demand was weak, market trading atmosphere was sluggish, enterprise inventory accumulated, market destocking was slow, and glass prices were running weakly.
Market forecast: According to the commodity analysis system of Shengyi Society, the current price of soda ash is weak and declining, the market trading atmosphere is not good, the supply side opening rate is high, and the sales pressure of enterprises still exists. The downstream market trend on the demand side continues to be weak, with limited consumption of soda ash and a lack of market benefits. It is expected that the price of soda ash will continue to be weak in the future, depending on downstream market demand.

In June 2025, China’s acetone production was 277000 tons, an increase of 2000 tons from May 2025 and a month on month growth of 0.7%. In June, 8 sets of phenol ketone units were shut down for maintenance, resulting in a loss of approximately 50000 tons of acetone. In June, China’s acetone production capacity utilization rate was 79.3%.
In July, the production and operating rate of acetone in China are predicted to be around 307000 tons, with an operating rate of 80%. The production is showing an increasing trend compared to June, and attention should be paid to the operation status of newly added phenol ketone enterprises in China.

1、 Price trend
According to the Commodity Market Analysis System of Shengyi Society, the overall price of bromine has increased this month. The average market price at the beginning of the month was 24800 yuan/ton, and the average market price over the weekend was 25100 yuan/ton, with a price increase of 1.21%, which is 9.61% higher than the same period last year. On June 26, the Business Society Bromine Index was 88.07, unchanged from yesterday, a decrease of 64.08% from the highest point of 245.18 points (2021-10-27) during the cycle, and an increase of 49.47% from the lowest point of 58.92 points on October 29, 2014. (Note: The cycle refers to the period from September 1, 2011 to present)
2、 Market analysis
This month, the overall price of bromine has been on the rise. Currently, the reference price for bromine spot production in Shandong is 25000-26500 yuan/ton. This month, due to the impact of environmental inspections, the pressure on bromine inventory in enterprises is not significant, and prices are firm. Downstream demand is average, and overall market transactions are relatively light. In terms of raw materials, domestic sulfur prices have been running weakly, with an average market price of 2454.33 yuan/ton at the beginning of the month and 2334.33 yuan/ton at the end of the month, a decrease of 4.89% and an increase of 93.45% compared to the same period last year. Downstream demand is still acceptable.
Prediction: Bromine prices are expected to rise in the near future, while upstream sulfur prices are expected to remain weak. Bromine supply is expected to remain stable, and downstream purchases will be made as needed. Bromine prices remain relatively stable. It is expected that bromine will continue to consolidate and operate in the later period, depending on downstream market demand.

According to the monitoring of the commodity market analysis system of Shengyi Society, the 1 # tin ingot market in East China rose this week (6.23-6.27), with an average market price of 262080 yuan/ton at the beginning of the week and 269640 yuan/ton at the end of the week, with a weekly increase of 2.88%.
On the supply side, there is also a downward trend. Due to the reduction in tin concentrate supply, smelters have been affected by shutdowns and maintenance, resulting in a corresponding decrease in operating rates. At the same time, smelters that use waste tin as raw material are also facing a shortage of raw materials, resulting in a passive reduction in their production.
On the demand side, after the wave of photovoltaic installation has subsided, the order volume of photovoltaic tin bars in East China has significantly declined, and the operating rates of some manufacturers have also decreased accordingly; In the field of the electronics industry, electronic terminals in southern China have entered a off-season, and tin prices continue to be high. Terminal customers have a strong wait-and-see attitude, and orders are only maintained at a level that meets rigid demand; The demand for tinplate, chemical and other industries remained stable, without any unexpected growth trend.
comprehensive analysis
The current market shows a weak supply-demand situation, but it is worth noting that the overall inventory level is low, especially overseas inventory has dropped to an extremely low level. In addition, recent macroeconomic optimism has dominated, and these factors collectively support the continued strength of tin prices amidst volatility.

The demand for hydrofluoric acid in the market was weak in June, and the price trend declined. The mainstream ex factory price including tax in East China is about 10700-10850 yuan/ton, a decrease of about 650 yuan/ton from last month. According to the analysis system of Shengyi Society, as of June 26th, the benchmark price of hydrofluoric acid in Shengyi Society was 11133.33 yuan/ton, a decrease of -6.31% compared to the beginning of the month (11883.33 yuan/ton).
On the raw material side, the domestic fluorite price trend continued to decline in June. As of June 26th, the benchmark price of fluorite in Shengyi Society was 3243.75 yuan/ton, a decrease of 7.16% compared to the beginning of this month (3493.75 yuan/ton). The current situation of the game in the domestic fluorite industry still exists. Overall, the operating rate of enterprises has increased. Upstream mining is tight, backward mines will continue to be eliminated, and new mines will be added. Mineral investigation work is still difficult. In addition, national departments need to rectify fluorite mines, and fluorite mining enterprises are facing increasingly strict safety and environmental protection requirements. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has limited the operation of fluorite enterprises. However, as the temperature rises, northern enterprises gradually start operating, and the supply of fluorite enterprises on site has increased, with sufficient inventory. The price center of fluorite market has decreased, and the cost support of hydrofluoric acid is weak, resulting in a decline in hydrofluoric acid prices in June.
On the demand side: Although the downstream refrigerant market is in the traditional peak season, due to weak terminal demand and low stocking enthusiasm, upstream products are mainly purchased on demand, and there is a strong wait-and-see attitude. The market trading atmosphere is cold, and some companies have reduced their raw material demand due to profit losses. The demand for downstream refrigerants is average, and the market price of hydrofluoric acid continues to decline.
Market forecast: The domestic fluorite price trend will continue to decline in June, with weak downstream terminal demand and no favorable supply and demand support, resulting in poor market trading. It is expected that the market price of anhydrous hydrogen fluoride will continue to decline in July, with a downward range of around 500 yuan/ton. More attention should be paid to the news of leading enterprises and market supply and demand situation.