Some basic data of the soda ash industry in 2012
Thread Content
In 2012, the output of soda ash accumulated to 24.01 million tons, a year-on-year increase of 7.4%. The average production capacity of the entire industry was 83.7%. Among them, the ammonia-alkali process was 10.32 million tons, the combined alkali process was 12.02 million tons, and trona was 1.67 million tons. The entire industry suffered losses, with the loss amounting to* * The top ten alkali plants with a production capacity of 100 million yuan total 16.3 million tons (these plants basically control the market production capacity. According to the theory of market economy, these manufacturers are production oligarchs and can control prices through supply, but they are helpless and helpless and basically suffer losses). 11 new, renovated, and expanded alkali plants are under construction. 7 more alkali plants are being planned and constructed. There are entry channels and no exit mechanism.
Alkali prices are still falling: dizzy:
Will there be a reshuffle? It’s very bad now!
Reshuffling the deck is unlikely, after all, the industry is relatively low-risk. It's just that some companies whose capital chains are broken will be in trouble.
I broke into a cold sweat when I heard some manufacturers talking about "production and sales ratio"
I wonder if any companies in the industry are still issuing over-production bonuses? I remember that when the market was booming a few years ago, there were many monthly overproduction bonuses.
We basically don’t have it, do you still have it now?
No more, now we do not advocate overproduction.
Neither do we, we rely on efficiency! Get performance!
In the current situation, where do the benefits come from? Performance? ……