1、 Price trend

According to the commodity analysis system of Shengyi Society, the price of soda ash fell in February. The average market price of light soda ash at the beginning of the month was 1208 yuan/ton, and the average market price at the end of the month was around 1188 yuan/ton. The price decreased by 20 yuan/ton during the month, a decrease of 1.66%.
2、 Market analysis
According to the Commodity Analysis System of Shengyi Society, the soda ash market experienced a weak downward trend in February. In terms of supply, the operating rate of soda ash plants has not changed much and continues to operate at a high level. The market supply is sufficient, and there is significant inventory pressure on enterprises. In order to promote the downward shift of soda ash prices before the holiday; In terms of demand, the glass industry’s production lines have undergone cold repairs, resulting in a decrease in production. Additionally, many companies have consumed inventory, which has weakened support for soda ash. As a result, both supply and demand in the market have weakened, leading to a continued decline in soda ash prices during the month.
As of February 28, 2026, the mainstream market price of light soda ash in East China is around 1120-1560 yuan/ton, in Central China it is around 1100-1200 yuan/ton, and in North China it is around 1200-1270 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 13.10 yuan/square meter to 13.38 yuan/square meter, an overall increase of 2.14%. During the month, some glass production lines underwent cold repairs, leading to a decrease in industry operating rates. Downstream procurement followed suit as needed, and the market trading atmosphere remained positive. The mentality of enterprises also increased, resulting in a narrow increase in glass prices.
Market forecast: Currently, the operating rate of soda ash is relatively high, the market inventory pressure is high, and downstream production is not high, which has limited support for soda ash. The short-term soda ash market will continue to be weak, and some companies have maintenance plans in March, which may provide support for price increases. It is expected that the soda ash market will fluctuate and consolidate in the future, depending on downstream follow-up.