Home > News >

Overcapacity of soda ash becomes a criticism, industry restructuring or a cure for stubborn diseases

wallpapers News 2020-11-12
In 2013, soda ash industry experienced a bottom rebound, which finally saw a glimmer of hope for soda ash enterprises which had been suffering for two years in the downturn. Now, with the support of the downstream glass market, enterprises are unwilling to reduce prices, the price of heavy soda ash remains high. Industry insiders said that in 2014, the problem of soda ash overcapacity needs to be solved urgently, the industry integration is expected. In addition, environmental protection ammonium chloride market will have an impact on the supply of soda ash, which deserves further attention.

* * analyst: many factors promote the price rise, overcapacity is still serious * *

since the end of August 2013, the price of soda ash rebounded, the price of soda ash rose nearly 10% in a month. Even in the traditional off-season of November December, in order to prevent the market from falling sharply, the manufacturers have held a joint meeting to raise the price at a unified pace, so as to promote the stability of the market. In addition, the existence of the dem of the downstream glass market, the heavy soda ash is still maintained at the delivery price of 1700 yuan / ton-1800 yuan / ton. At present, due to the weakness of the downstream dem, light soda ash has begun to decline.

for this price rise, many analysts have given many factors. Driven by the national policy, the downstream glass market recovered, leading to an increase in dem; the shortage of inventory caused by the long-term downturn of soda ash industry the subsequent speculation mentality of manufacturers; the supply reduction caused by the environmental protection event of Shuanghuan science technology, as well as the expectation of environmental protection, all these factors combined to start the price 'skyrocketing mode' of soda ash.

at present, the price of heavy soda ash is still high in the off-season, but the industry's worries about overcapacity have never been reduced. At the beginning of the price rise, some insiders of a listed enterprise expressed such concerns to Da wisdom news agency. He said frankly that although the price has increased, once the price is profitable, the operating rate of the manufacturer will increase. In this way, the supply exceeds the dem, the result will only be "worse". An authoritative person in the

Soda Industry Association has also said that the price rise of soda ash is not "surprising". After all, it has been lost for so long, the situation of overcapacity is still serious.

* * to solve overcapacity is the key, pay attention to environmental protection ammonium chloride Market * *

from the industry point of view, the solution of overcapacity is the key, some analysts say that they expect the industry to have production restriction integration. The personage frankly said that the current situation of soda ash industry can only be useful by limiting production capacity, solving the problem of overcapacity is the key. Li Jun, President of China Chlor Alkali Industry Association chairman of chlor alkali chemical industry (600618. SH), also said that "the market of products in excess industries is bound to be depressed", it is crucial to solve the problem of overcapacity. Insiders of the

Soda Industry Association said that the soda industry should have certain criteria. The integration of the industry can only rely on the internal integration of the industry, the backward production capacity is eliminated in the market competition.

also have industry insiders who believe that technological innovation can guide industry integration enhance product competitiveness. However, some analysts say that it is still difficult for soda ash industry to seek breakthrough by relying on technological innovation, the funding is a problem. Many enterprises are still afraid to explore new technologies.

a number of insiders told big wisdom news agency that environmental protection, ammonium chloride market, new withdrawn capacity are the factors that may affect the price of soda ash in the future, the price of soda ash is directly related to the income of soda ash enterprises. Liu Yinjiang, director of

Sanyou chemical (600409. SH), once said that there are two main factors that can affect the price trend of soda ash next year: environmental protection the market situation of ammonium chloride. "We expect the soda ash market of next year to be: the first quarter will be down, the second quarter will be restored, the third fourth quarter will gradually rise. However, the possibility of price surge is not very high will not exceed 2000 yuan. On the whole, the price will fluctuate between 1600 yuan 2000 yuan, with an average price of about 1800 yuan / ton. 'he said.

some industry analysts said that the ammonium chloride market has affected the operating rate of combined soda enterprises to a certain extent, indirectly affected the supply of soda ash market.

for environmental protection, many people in the industry believe that once environmental protection is tightened more manufacturers are restricted from starting operations, the supply will be tight the price of soda ash is expected to rise. Guojin securities has published a research report that the pollution event of Shuanghuan Technology (000707. SZ) will promote the environmental protection process of soda ash industry.

in addition, Chen qiusha, an analyst at Zhuo Chuang information, pointed out that in the future, new exited production capacity, import export situation the overall economic environment are also worthy of attention. At present, the lack of good in 2014, soda ash industry may still be difficult to escape the downturn. Insiders of some production enterprises of

have said that the company may not do soda ash business in the future. If more production capacity exits the soda ash market, the market supply will be reduced the price will rise.


TRUNNANO (aka. Luoyang Tongrun Nano Technology Co. Ltd.) is a trusted global chemical material supplier & manufacturer with over 12 years' experience in providing super high-quality chemicals and Nanomaterials. The nitride powder produced by our company has high purity, fine particle size and impurity content. Please contact us if necessary. (aka. Luoyang Tongrun Nano Technology Co. Ltd.) is a trusted global chemical material supplier & manufacturer with over 12 years' experience in providing super high-quality chemicals Nanomaterials. The nitride powder produced by our company has high purity, fine particle size impurity content. Please contact us if necessary.
TRUNNANO (aka. Luoyang Tongrun Nano Technology Co. Ltd.) is a trusted global chemical material supplier & manufacturer with over 12 years' experience in providing super high-quality chemicals and Nanomaterials. The nitride powder produced by our company has high purity, fine particle size and impurity content. Please contact us if necessary.