Soda soda： the price of heavy soda is 1500 yuan, which may fluctuate within a narrow range in the market outlook.

[Soda soda market trends]The main transaction price of soda ash and heavy alkali is about 1500 yuan/ton. This week, the output of soda ash was 695,300 tons, a decrease of 15,000 tons from the previous month or 2.11%. Among them, the output of light alkali was 288,600 tons, a decrease of 0.42 million tons from the previous month; The output of heavy alkali was 406,700 tons, a decrease of 10,800 tons from the previous month. This week, the total inventory of domestic soda ash manufacturers was 1,648,100 tons, an increase of 0.43 million tons or 0.26% compared with Monday. Among them, light soda ash was 701,400 tons, a decrease of 0.66 million tons from the previous month; 946,700 tons of heavy soda ash, an increase of 10,900 tons from the previous month. Due to the great pressure of supply and demand and the continuous accumulation pattern, the overall pressure of soda ash disk is great, and the macro expectation cools down after the superposition meeting, and the disk weakens. From the fundamentals of soda ash itself, the pattern of supply and demand is more obvious than that of glass surplus, and the production lines of downstream float glass and photovoltaic glass are obviously reduced, which aggravates the excess pressure. If there is no large upstream load reduction in the market outlook, the industry accumulation pattern will continue. It is expected that the short-term disk of soda ash will have a bullish mood driven by macro emotions, which is still a narrow range of shocks. Short-term operation can be considered near 1600 on the upper edge of the 01 shock range, and the short-term view is neutral.