This week, the operating rate in the soda ash industry fell to 79%, a month-on-month decline of 4.9%, with a weekly output of 689,000 tons. Meanwhile, the futures market experienced a sharp rally. Most manufacturers halted new orders, while some raised prices by 7–20 USD/Ton. As a result, sodium carbonate inventory levels dropped to 1,788,000 tons.
Speculative demand and replenishment by midstream and downstream sectors increased, driving up spot prices. As of this Thursday, China had 283 float glass production lines, with 220 in operation. The total daily melting capacity reached 157,755 tons, a decrease of 1,100 tons compared to last week. The 600T/D Daming First Line of Gansu Kaisheng Daming Solar Energy Technology Co., Ltd. and the 500T/D float glass line of Sichuan Kangyu Electronic Substrate Technology Co., Ltd. were shut down for cold repair and water quenching.
This week, China’s photovoltaic glass market saw improved overall trading activity, with inventories declining gradually.As of this Thursday, China had 414 operational domestic photovoltaic glass production lines, with a total daily melting capacity of 90,490 tons – representing a month-on-month decrease of 1.47%.Haikong Sanxin (Bengbu) New Energy Materials Co., Ltd. is performing water-cooling maintenance on one kiln housing three production lines, with a combined daily output of 550 tons. Meanwhile, Dongguan Nanbo Solar Glass Co., Ltd. is conducting similar maintenance on one kiln containing five production lines, representing an 800-ton daily production capacity.
Amonium klorida restocking in the off-season tracked low prices, maintaining market stability. Domestic liquid ammonia prices edged up steadily amid stronger demand from phosphate fertilizer makers.This week, China’s domestic urea market showed initial gains before weakening, with new orders primarily driven by rigid demand.
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