玻璃纯碱早报-20250716

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - No explicit core viewpoints provided in the given content Group 3: Summary of Glass Market - Price Changes: From July 8 to July 15, 2025, prices of various 5mm glass products showed different trends. For example, the price of Wuhan Changli 5mm large - plate increased by 40.0, while the price of South China low - price 5mm large - plate remained unchanged [1]. - Contract Price Changes: FG09 and FG01 contracts had price changes. FG09 decreased by 31.0 from July 14 to July 15, and FG01 decreased by 28.0 during the same period [1]. - Profit and Cost: North China coal - fired profit increased from 258.5 to 285.5, and North China coal - fired cost decreased by 5.2 from July 14 to July 15 [1]. - Spot and Sales: In the glass spot market, the price of Shahe traders was around 1156, with average mid - stream trader shipments. In Hubei, the factory low - price was 1020 - 1040, and sales were good after price increases. Glass sales rates were 101 in Shahe, 125 in Hubei, 100 in East China, and 97 in South China [1]. Group 4: Summary of Soda Ash Market - Price Changes: From July 8 to July 15, 2025, prices of different types of soda ash also changed. For instance, the price of Shahe heavy soda decreased by 30.0 from July 14 to July 15 [1]. - Contract Price Changes: SA05, SA01, and SA09 contracts all had price fluctuations. SA09 decreased by 27.0 from July 14 to July 15 [1]. - Profit and Cost: North China ammonia - soda profit decreased by 31.3 from July 14 to July 15, and North China ammonia - soda cost increased by 1.3 during the same period [1]. - Spot and Industry Situation: The spot price of heavy soda in Hebei delivery warehouses was around 1180, and the price delivered to Shahe was around 1200, with average downstream purchasing willingness. Factory inventories of soda ash were accumulating [1].