"It is too early to conclude." According to Li Guangqiang, a representative of Shandong Haihua Securities, who told a reporter about the nation's soda production volume reached a record high last month, although the price of soda ash has risen since the beginning of this month, whether the price increase is immediacy or trending Still to be seen.
The reporter learned from Shuanghuan Technology, Shandong Haihua and other listed companies in the soda ash industry that, thanks to the recovery of the downstream glass industry's boom driven by demand recovery, recently the prices of listed companies' soda ash all rose slightly.
Statistics show that in November China's soda ash production was 2.0531 million tons, an increase of 52.1% year-on-year and an increase of 21.3% compared with the previous month. The monthly output reached a record high. Huaitai United Securities analyst Xiao Hui pointed out: "At the beginning of December, Sanyou Chemicals, Shuanghuan Technology and Shandong Haihua soda ash prices have risen around 50 yuan / ton, and light alkali factory prices have reached 1100-1150 yuan / ton. The price of electricity on November 20th. An increase of 0.028 yuan / ton, to promote the cost of soda ash rose 20-30 yuan / ton. According to its forecast, in 2010 soda industry downstream strong demand, the formation of rising prices.
The analysis from Essence Securities pointed out that under the drive of the real estate industry, the glass industry has entered a boom, and the slack industry's loss-making situation has been difficult to sustain, and the soda ash price hike has begun. According to statistics, from January to November, the area of ​​newly started real estate was 976 million square meters, a cumulative increase of 15.8% over the same period of last year. Driven by the real estate industry, the flat glass industry entered a booming season. In November, the monthly output rose by 6.4% year-on-year, and flat glass stocks continued to decline.
Compared with the optimism of industry researchers, listed companies are more cautious. Li Guangqiang told reporters: "The company's current demand and production and sales conditions are good, and the operating rate is above 70%. However, it is still difficult to say whether the industry's turning trend has been formed." Shuanghuan Securities Department staff said: "Soda Requirement this year Quarter by quarter, the company's average price of light alkali plant, from the low of 500 yuan / ton at the beginning back to the current 1000 yuan / ton and above, the production line is also running at full capacity, but the recovery of the industry also need to continue to observe the price trend."
On November 27th, the Ministry of Industry and Information Technology released the Draft for the “Admission Requirements for Soda Ash Industryâ€, which stipulated that several large regions would no longer approve new production capacity. Some analysts pointed out: "This measure will help solve the crisis of overcapacity in the industry, and the operating rate and gross profit margin of the soda industry may be restored to a reasonable level in 2010. Now, due to the overcapacity, the operating rate has increased, but the price of soda ash has risen. It is still at a relatively low level.†The relevant listed companies all agreed that the setting of access conditions has limited impact on the company’s performance in the short term, but will benefit the industry in the long term. “The problem of excess capacity is still very serious. After all, there is a willingness to add new production capacity. It's already built."
The reporter learned from Shuanghuan Technology, Shandong Haihua and other listed companies in the soda ash industry that, thanks to the recovery of the downstream glass industry's boom driven by demand recovery, recently the prices of listed companies' soda ash all rose slightly.
Statistics show that in November China's soda ash production was 2.0531 million tons, an increase of 52.1% year-on-year and an increase of 21.3% compared with the previous month. The monthly output reached a record high. Huaitai United Securities analyst Xiao Hui pointed out: "At the beginning of December, Sanyou Chemicals, Shuanghuan Technology and Shandong Haihua soda ash prices have risen around 50 yuan / ton, and light alkali factory prices have reached 1100-1150 yuan / ton. The price of electricity on November 20th. An increase of 0.028 yuan / ton, to promote the cost of soda ash rose 20-30 yuan / ton. According to its forecast, in 2010 soda industry downstream strong demand, the formation of rising prices.
The analysis from Essence Securities pointed out that under the drive of the real estate industry, the glass industry has entered a boom, and the slack industry's loss-making situation has been difficult to sustain, and the soda ash price hike has begun. According to statistics, from January to November, the area of ​​newly started real estate was 976 million square meters, a cumulative increase of 15.8% over the same period of last year. Driven by the real estate industry, the flat glass industry entered a booming season. In November, the monthly output rose by 6.4% year-on-year, and flat glass stocks continued to decline.
Compared with the optimism of industry researchers, listed companies are more cautious. Li Guangqiang told reporters: "The company's current demand and production and sales conditions are good, and the operating rate is above 70%. However, it is still difficult to say whether the industry's turning trend has been formed." Shuanghuan Securities Department staff said: "Soda Requirement this year Quarter by quarter, the company's average price of light alkali plant, from the low of 500 yuan / ton at the beginning back to the current 1000 yuan / ton and above, the production line is also running at full capacity, but the recovery of the industry also need to continue to observe the price trend."
On November 27th, the Ministry of Industry and Information Technology released the Draft for the “Admission Requirements for Soda Ash Industryâ€, which stipulated that several large regions would no longer approve new production capacity. Some analysts pointed out: "This measure will help solve the crisis of overcapacity in the industry, and the operating rate and gross profit margin of the soda industry may be restored to a reasonable level in 2010. Now, due to the overcapacity, the operating rate has increased, but the price of soda ash has risen. It is still at a relatively low level.†The relevant listed companies all agreed that the setting of access conditions has limited impact on the company’s performance in the short term, but will benefit the industry in the long term. “The problem of excess capacity is still very serious. After all, there is a willingness to add new production capacity. It's already built."
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