Caustic soda: The Jinjiu market started off well, and the price rose firmly. Will it continue to rise in the later period?

Preface: & nbsp;  "Golden Nine" has come, the current time node is in early September, the caustic soda market continued to rise in August in the early days of Jinjiu, showing a good start, and since September, the market has almost continuously risen to welcome the arrival of Jinjiu.

Market analysis: & nbsp;  caustic soda market as a whole has shown an upward trend recently, various regional markets have increased in varying degrees, prices have almost completely risen, while individual regions have also fallen, demand has shown a regional improvement, market supply and demand is slightly different. First of all, from the point of view of the liquid alkali market, the inventory of caustic soda enterprises in some areas is low, and the shipment performance of enterprises in some areas is OK, and the market transaction price is mainly rising; there is a phenomenon of load reduction in local devices, and the reduction of supply supports the local market; the price of high concentration caustic soda rises, the inventory pressure of enterprises is not great, and the performance of enterprise shipments is better than that in the previous period, and the market is supported by this, the market transaction price center of gravity moves up mainly. Recently, under the influence of the rising market of caustic soda in China, the foreign trade volume of caustic soda enterprises in some regions has decreased, the volume of foreign trade has tilted towards domestic trade, and prices have increased greatly; the price decline in individual regions is mainly affected by the negative impact of local suppliers. At present, most manufacturers are willing to increase prices, the quotations of enterprises are relatively strong, and the market as a whole shows an upward trend. From the point of view of the tablet alkali market, the tablet alkali market has risen continuously since July. in the near future, the new order quotations of various manufacturers have been raised, driving the regional market up, the shipments of manufacturers are relatively smooth, and the price center of gravity of market transactions has moved up in an all-round way. the performance of the market trading atmosphere is OK, at present, the inventory pressure of various manufacturers is not great, and some of the devices are still under maintenance, and the overall operation of the market is relatively strong under the support of the supply side.

Recovery and maintenance of equipment in the later stage: & nbsp; 

In the later stage, there are plans for the restoration and maintenance of caustic soda plants in China. On the whole, the market still has some rigid support on the supply side of gold, silver and silver.

Future forecast: & nbsp;  from the current market situation, the current caustic soda market is not obvious, the market shows a regional upward trend, the demand side of most areas maintain a tepid situation, while in the later stage, the supply still has support in the face of the market, coupled with the recent rise in outer disk prices have a certain boost to the Chinese market, the price mentality of manufacturers is relatively positive, and some operators are bullish on the future. In the later stage, the early maintenance devices in some areas of the supply side will be restored in the near future, and some new production capacity devices will be put into production in late September; at the same time, local devices will have maintenance plans in late September or early October. The supply side will show regional changes in the later period, the supply in some areas will show a trend of reduction, local maintenance devices will resume, and the supply may show a trend of slight increase. In addition, there will be a large-scale event in East China in late September, so we should pay attention to the start-up of the plant at that time. On the demand side, the current recovery of demand in the lower reaches of each region is not as good as Jin Jiu expected. recently, there has been a regional increase in the start-up of alumina plants downstream, with a slight increase in demand in some areas. however, the actual demand in the market as a whole has not improved substantially, while in the later period, the Mid-Autumn Festival short holiday is approaching in late September. According to past experience, traders and downstream industries have stock needs. It is believed that the support of the traditional gold, silver and silver consumption season to the market will gradually become obvious. The overall performance of the downstream demand in the later stage may be relatively positive compared with the current market, and the downstream demand or the overall demand will increase in the later stage. But the specific recovery situation needs to be studied in the later stage, but under the expectation of Jin Jiu Silver Ten, we still have a certain degree of confidence in the market.