According to the inquiry of Yuanxing Energy official website, 3.4 million tons of soda ash will be put into production in February 65438, and 5 million tons of soda ash will be put into production in 2023. Construction is planned to start in June 2023. Affected by market rumors that the production time of Yuanxing Energy may be delayed, alkali fluctuates greatly.

Recently, the production and sales of soda ash have been relatively stable, the number of devices in Kunlun, Qinghai has decreased, Jinshan has started operation, and the construction has maintained a high level; Downstream on-demand procurement is still bearish. At the end of the month, the new price of soda ash plant has not yet been issued, and it is expected that new orders will be received in the near future. Considering that the warehouse receipt price is lower than the spot price, the soda plant may face some pressure.