Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Report's Core View - There is no clear core view presented in the provided content. Group 3: Glass Summary Price - On April 30, 2025, the prices of 5mm glass plates from different manufacturers showed various trends compared to April 23 and April 29. For example, the price of the 5mm large plate of Shahe Anquan decreased by 58.0 from April 23 to April 30, while the price of the 5mm large plate of Shahe Great Wall increased by 9.0 [1]. - The FG09 contract price decreased by 72.0 from April 23 to April 30, and the FG05 contract price decreased by 75.0 during the same period [1]. Basis and Spread - The 05 Hebei basis increased by 75.0 from April 23 to April 30, and the 05 Hubei basis increased by 65.0 [1]. - The FG 5 - 9 spread decreased by 3.0 from April 23 to April 30 [1]. Profit and Cost - The North China coal - fired profit increased by 5.0 from April 23 to April 30, and the North China coal - fired cost decreased by 5.0 [1]. - The South China natural gas profit remained unchanged, while the North China natural gas profit increased by 2.1 from April 23 to April 30 [1]. Spot and Sales - The spot price of Shahe traders was around 1173, and the futures - spot quotation was 09 + 50, with a fixed - price of around 1170. The low - price of factories in Hubei Province was around 1140, and the Hubei futures - spot was at 05 parity, with rigid - demand transactions [1]. - The sales rates in different regions were as follows: Shahe 103, Hubei 91, East China 88, and South China 99 [1]. Group 4: Soda Ash Summary Price - On April 30, 2025, the prices of heavy and light soda ash from different regions also had different trends. For example, the price of heavy soda ash in Central China decreased by 20.0 from April 23 to April 30, while the price of heavy soda ash in Qinghai increased by 20.0 [1]. - The SA05 contract price decreased by 30.0 from April 23 to April 30, and the SA01 contract price decreased by 9.0 [1]. Basis and Spread - The SA05 Shahe basis increased by 30.0 from April 23 to April 30, and the SA monthly spread 05 - 9 decreased by 9.0 [1]. Profit and Cost - The North China ammonia - soda process profit decreased by 4.9 from April 23 to April 30, and the North China ammonia - soda process cost decreased by 5.1 [1]. - The North China combined - soda process profit increased by 68.4 from April 23 to April 30 [1]. Spot and Market - The spot price of heavy soda ash in Hebei delivery warehouses was around 1300, with 05 parity. The price in Shahe warehouses was around 1320 - 1330, with 05 + 20, and the terminal delivery price was around 1350 - 1380. The transaction was good [1].
玻璃纯碱早报-20250506
Yong An Qi Huo·2025-05-06 10:12