薛鹤翔解读：玻璃市场小幅反弹，纯碱供需修复进程加速

Group 1: Glass Market Dynamics - The glass market is currently facing challenges with a slowdown in supply-demand recovery, despite the typical demand-driven period in summer and autumn and the effectiveness of domestic consumption support policies [1] - Short-term inventory rebound is putting pressure on supply-demand digestion, making market trends more complex due to intertwining policy expectations and short-term consumption drivers [1] - In July and August, domestic glass prices showed a trend of rising first and then falling, with July's rapid price rebound driven by policy expectations not translating into significant improvements in the actual fundamentals [5] Group 2: Soda Ash Market Dynamics - The soda ash market is showing positive signs with a trend towards recovery after short-term adjustments from both supply and demand sides, as indicated by a two-week decline in inventory [3] - In August, the market shifted focus from expectations to reality, with spot prices falling leading to a contraction in supply, increased factory maintenance, and a decrease in industry operating rates [3][5] - As of last week, soda ash production enterprise inventory decreased by approximately 150,000 tons compared to peak levels, laying a good foundation for the consumption season in September [3]