1、 Price trend
According to the commodity analysis system of Shengyi Society, the price of soda ash fell in January. The average market price of light soda ash at the beginning of the month was 1250 yuan/ton, and the average market price at the end of the month was around 1208 yuan/ton. The price decreased by 42 yuan/ton during the month, a decrease of 3.36%.
2、 Market analysis
According to the Commodity Analysis System of Shengyi Society, the soda ash market fluctuated and declined in January. In terms of supply, the early maintenance equipment has been restored, the operating rate of soda ash has increased, the market supply is abundant, the mentality of operators is bearish, and the focus of soda ash prices has shifted downwards; In terms of demand, the glass industry’s production lines are undergoing cold repairs, and the purchasing sentiment is relatively weak. The actual transaction demand is mainly driven by essential needs, and there is insufficient support for the demand for soda ash. The market supply and demand are weak, and soda ash prices have declined this month.
As of January 30, 2026, the mainstream market price of light soda ash in East China is around 1120-1560 yuan/ton, a decrease of 20-40 yuan/ton compared to the previous month; The mainstream price of light soda ash in Central China is around 1100-1180 yuan/ton, a decrease of 40 yuan/ton compared to the previous period; The mainstream price of light soda ash in North China is around 1180-1250 yuan/ton, with a month on month increase of 30-70 yuan/ton.
On the demand side: According to the commodity analysis system of Shengyi Society, glass prices have been running strongly this month, with the average glass market price increasing from 12.75 yuan/square meter to 13.10 yuan/square meter, an overall increase of 2.75%. During the month, some glass production lines underwent cold repairs, resulting in a narrow decrease in industry operating rates. Downstream buyers entered the market on demand, and overall shipments were good. The pressure on enterprise inventory eased, and the glass industry experienced significant destocking, leading to an increase in glass prices.
Market forecast: On the supply side, the operating rate of soda ash is relatively high, and market supply pressure still exists. The downstream mentality is wait-and-see, and there is limited support for soda ash due to the urgent need to purchase after entering the market. The short-term soda ash market will continue to be weak. As the Spring Festival holiday approaches, there may be a demand for replenishment in the downstream. It is expected that the soda ash market will experience narrow fluctuations in the future, depending on the follow-up situation of the downstream.
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