1、 Price trend
According to the commodity analysis system of Shengyi Society, the price trend of soda ash in December first increased and then decreased. The average market price of light soda ash at the beginning of the month was 1252 yuan/ton, and the average market price at the end of the month was around 1250 yuan/ton. The overall price decreased by 2 yuan/ton during the month, a decrease of 0.16%.
2、 Market analysis
According to the Commodity Analysis System of Shengyi Society, the soda ash market fluctuated in November. On the supply side, the load of some enterprises’ equipment has decreased, with a slight decrease during the month. The total inventory of soda ash manufacturers has also decreased, and most enterprises’ quotations have remained firm; In terms of demand, the glass market is weak and declining, and the demand for soda ash continues to be weak. The atmosphere for soda ash transactions is sluggish, and the market sentiment is bearish, resulting in a weak downward trend in soda ash prices during the month.
As of December 31, 2025, the mainstream market price of light soda ash in East China is around 1140-1600 yuan/ton, a decrease of 40 yuan/ton compared to the previous month; The mainstream price of light soda ash in Central China is around 1140-1220 yuan/ton, with a month on month increase of 30 yuan/ton; The mainstream price of light soda ash in North China is around 1250-1280 yuan/ton, with a month on month increase of 10 yuan/ton.
On the demand side: According to the commodity analysis system of Shengyi Society, glass prices have continued to decline this month, with the average glass market price dropping from 13.88 yuan/square meter to 12.75 yuan/square meter, an overall decrease of 8.14%. The glass production has not changed much within the month, downstream orders are average, overall shipments are weak, enterprise inventory continues to accumulate, glass destocking is limited, and glass prices are weakly declining.
Market forecast: The supply side soda ash maintenance equipment will resume, the expected operating rate will increase, the pressure on the supply side will increase, and downstream inventory consumption will be the main factor. The support for soda ash will be average, and the short-term market oversupply pattern is difficult to improve. It is expected that the soda ash market will weakly consolidate and operate in the future, depending on downstream follow-up.
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