The total inventory of soda ash manufacturers accelerates accumulation. What conditions are required for subsequent pattern changes?

Golden Ten Futures, August 1st, July, soda ash maintenance volume is less than expected, production growth of 38% year-on-year, inventory rebounded rapidly. Import and export end industry is still a net import status, further increasing the domestic supply pressure. The float + photovoltaic glass industry is weak, cash flow is tight, and the willingness to replenish raw materials is significantly low. This Thursday, the total inventory of soda ash manufacturers accelerated accumulation, and the spot pressure is still there. On the one hand, the subsequent pattern change requires downstream demand to pick up and then drive the demand for soda ash replenishment. Secondly, it depends on soda ash to increase production reduction. Before that, it may still be viewed as a weak shock.