玻璃纯碱早报-20250805

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The report presents the latest prices, price changes, and profit margins of glass and soda ash, as well as the production and sales situation of glass and the inventory status of soda ash [1] 3. Summary by Related Catalogs Glass - Price and Price Changes: From July 28 to August 4, 2025, the prices of various types of 5mm glass plates in different regions generally declined. For example, the price of the 5mm large plate of Shahe Security dropped from 1301.0 to 1207.0, a decrease of 94.0; the price of the 5mm large plate of Shahe Great Wall dropped from 1280.0 to 1156.0, a decrease of 124.0. The prices of FG09 and FG01 contracts also showed varying degrees of decline, with the FG09 contract dropping from 1223.0 to 1086.0, a decrease of 137.0 [1] - Profit Margin: The profit margins of different production methods and regions also changed. The profit of North China coal - fired decreased from 365.0 to 258.6, a decrease of 106.4; the profit of North China natural gas decreased from - 107.1 to - 206.3, a decrease of 99.2 [1] - Production and Sales: The production and sales of glass in different regions varied. The production and sales rate in Shahe was 41, in Hubei was 38, in East China was 83, and in South China was 89. The production and sales situation in Shahe and Hubei was relatively average, while that in East China and South China was better [1] Soda Ash - Price and Price Changes: From July 28 to August 4, 2025, the prices of heavy and light soda ash in different regions also changed. The price of heavy soda ash in Shahe dropped from 1300.0 to 1250.0, a decrease of 50.0; the price of heavy soda ash in Qinghai dropped from 1060.0 to 980.0, a decrease of 80.0. The prices of SA05, SA01, and SA09 contracts also showed different trends [1] - Profit Margin: The profit margins of different production methods in North China decreased. The profit of North China ammonia - soda decreased from - 33.9 to - 122.2, a decrease of 88.3; the profit of North China combined - soda decreased from - 141.1 to - 246.4, a decrease of 105.3 [1] - Inventory Status: The inventory of soda ash factories increased [1]