Soda ash rose more or to boost capital and market sentiment, plus some rumors

Gold Ten Futures Special New Lake Futures Comments: Since yesterday night's trading, the soda ash market has risen sharply. At the end of today, the main contract has risen by more than 9%. The sharp rise this time may boost capital and market sentiment, plus some rumors (such as Yuanxing water index issues, etc.). From the perspective of recent fundamentals, there has not been much change: in terms of spot prices, the overall alkali price has remained firm, and individual manufacturers have increased their light alkali end in the early stage; in terms of demand, downstream glass factories have replenished their warehouses recently, and the transaction is good; on the supply side, the overall output has increased slightly this week, and the production line has gradually recovered in the early stage of maintenance, but there are still production lines to maintain reduction/maintenance, and there are still maintenance plans for alkali plants in the future. Overall, in the short term, it is necessary to pay more attention to the order situation and the trend of the alkali plant production line. Later, as the maintenance season is gradually approaching, after the price correction, more than 09 orders can be arranged on the back of the ammonia-alkali cost. The current disk has been raised, and it is necessary to be cautious to chase more in the short term, and further attention needs to be paid to the spot price trend. In addition, the imported alkali is still expected before June, pay attention to the actual arrival in Hong Kong.