1、 Price trend
According to the monitoring data of the business association, the price of caustic soda is relatively stable. From the beginning of the week to the end of the week, the average price of Shandong market is 517.5 yuan / ton, which is 0.49% higher than that of the same period last year. The commodity index of caustic soda on June 24 was 74.46, unchanged from yesterday, down 64.01% from 206.87 (November 14, 2017), the highest point in the cycle, and up 14.36% from 65.11, the lowest point on October 9, 2020( Note: period refers to the period from September 1, 2011 to now
2、 Market analysis
This week, the price of caustic soda was adjusted. The price of caustic soda in Shandong has been stable for the time being. At present, the mainstream ex factory price of 32% caustic soda is 490-560 yuan / ton, and the downstream demand is slightly better than before. However, because the supply of caustic soda is sufficient, the caustic soda manufacturers now adjust their prices according to their own conditions. It is comprehensively estimated that the subsequent narrow consolidation operation of caustic soda will be the main trend. In Hebei area, the market of caustic soda mainly fluctuates in a narrow range. At present, the mainstream ex factory price of 32% caustic soda is 480-650 yuan / ton, and it is expected that caustic soda will continue to be consolidated in the future.
Downstream: due to the demand of downstream alumina for caustic soda inventory, caustic soda manufacturers are mainly active in shipping, and the trading atmosphere is acceptable. There is a good demand for caustic soda. However, due to the sufficient supply of caustic soda, the price of caustic soda at this stage is multi-dimensional.
According to the price monitoring of the business community, in the 24 th week of 2021 (6.14-6.18), the price of chlor alkali industry increased by 1 commodity, decreased by 1 commodity, and decreased by 0 commodity. The main commodities that rose were calcium carbide (6.44%); The main commodities falling were PVC (- 0.68%). The average rise and fall this week was 1.15%.
Business community analysts believe that in the near future, Shandong has been mainly operating in a narrow range, and the demand for downstream alumina is acceptable. But now the supply of caustic soda enterprises is sufficient, and manufacturers in other regions adjust their quotations according to their own conditions. It is expected that caustic soda will continue to be consolidated and operated in the future, depending on the downstream market demand.
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