玻璃纯碱早报-20250714

Report Industry Investment Rating - No relevant content provided Core Viewpoints - No clear core viewpoints are presented in the given content Summary by Related Catalogs Glass - Price Information: On July 11, 2025, the price of 5mm large - plate glass from various manufacturers showed different trends. For example, the price of 5mm large - plate glass from Shache Anquan remained at 1160, while the low - price of 5mm large - plate glass in Shache increased by 17.0 week - on - week and 19.0 day - on - day. The FG09 contract price was 1086, with a week - on - week increase of 60.0 and a day - on - day increase of 3.0 [1] - Profit and Cost: The profit of North China coal - fired glass was 286.5 on July 11, 2025, with a week - on - week increase of 7.5 and a day - on - day increase of 20.4. The cost of North China coal - fired glass was 873.5, with a week - on - week increase of 9.5 and a day - on - day decrease of 1.4. The profit of South China natural gas glass was - 118.6, with a week - on - week increase of 21.0 and no day - on - day change [1] - Market Conditions: Shache traders' glass price was around 1160, with average shipments from middle - stream traders and a small amount of futures - cash purchases. In Hubei, the low - price of glass from factories was 980, some manufacturers raised prices, and the transactions were good with futures - cash purchases. The new futures - cash price was 960, with average transactions. The glass production and sales ratios were 110 in Shache, 140 in Hubei, 128 in East China, and 100 in South China [1] 纯碱 - Price Information: On July 11, 2025, the price of heavy soda ash in Shache was 1210, with a week - on - week increase of 40.0 and a day - on - day decrease of 10.0. The SA05 contract price was 1282, with a week - on - week increase of 52.0 and a day - on - day decrease of 5.0 [1] - Profit and Cost: The profit of North China ammonia - soda method was - 105.0 on July 11, 2025, with a week - on - week increase of 24.3 and a day - on - day decrease of 11.3. The cost of North China ammonia - soda method was 1285.0, with a week - on - week increase of 5.7 and a day - on - day increase of 1.3. The profit of North China combined - soda method was - 92.7, with a week - on - week increase of 30.6 and a day - on - day decrease of 11.4 [1] - Market Conditions: The spot price of heavy soda ash at the delivery warehouse in Hebei was around 1180, and the price delivered to Shache was around 1210. The factory inventory of soda ash was accumulating, and the delivery warehouse had a slight inventory increase [1]