玻璃纯碱早报-20250722

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Viewpoints of the Report - No clear core viewpoints are presented in the provided reports Group 3: Summary of Glass Information Price Changes - From July 14 to July 21, 2025, the prices of various 5mm glass products in different regions showed different degrees of change. For example, the price of 5mm large - plate glass from Shahe Anquan increased from 1160.0 to 1207.0, a weekly increase of 47.0 [1]. - FG09 contract price rose from 1102.0 to 1173.0, a weekly increase of 71.0; FG01 contract price increased from 1196.0 to 1254.0, a weekly increase of 58.0 [1]. Profit and Cost - North China coal - fired glass profit increased from 276.2 to 281.7, a weekly increase of 5.5; North China coal - fired cost increased from 879.8 to 895.3, a weekly increase of 15.5 [1]. - South China natural gas glass profit remained at - 118.6; North China natural gas glass profit increased from - 203.4 to - 192.9, a weekly increase of 10.5 [1]. Sales and Production - Glass sales and production data showed that the sales - to - production ratio in Shahe was 114, in Hubei was 108, in East China was 106, and in South China was 101 [1]. Group 4: Summary of Soda Ash Information Price Changes - From July 14 to July 21, 2025, the prices of various soda ash products in different regions changed. For example, the price of Shahe heavy soda ash increased from 1230.0 to 1280.0, a weekly increase of 50.0 [1]. - SA05 contract price rose from 1311.0 to 1390.0, a weekly increase of 79.0; SA01 contract price increased from 1286.0 to 1354.0, a weekly increase of 68.0 [1]. Profit and Cost - North China ammonia - soda process profit increased from - 75.6 to - 33.2, a weekly increase of 42.4; North China combined - soda process profit increased from - 60.9 to - 35.0, a weekly increase of 25.9 [1]. Market Conditions - Soda ash spot market: The spot price of heavy soda ash at the Hebei delivery warehouse was around 1260, and the price delivered to Shahe was around 1280. The downstream purchasing willingness for heavy soda ash was poor [1]. - Soda ash industry: Factory inventory decreased slightly [1].