玻璃纯碱早报-20250806

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not provided in the given content 3. Summary by Relevant Catalogs Glass - Price Changes: From July 29 to August 5, 2025, the prices of various 5mm glass products decreased, such as the price of Shahe Anquan 5mm large - plate dropping from 1301.0 to 1190.0, a decrease of 111.0; the FG09 contract price dropped from 1188.0 to 1077.0, a decrease of 111.0 [1]. - Profit Changes: The profits of different glass production methods and regions also changed. For example, the North China coal - fired profit decreased from 355.6 to 249.0, a decrease of 106.7; the 09FG盘面 natural gas profit decreased from - 194.0 to - 295.2, a decrease of 101.1 [1]. - Sales and Production: Shahe factory's glass sales and production were average, with Shahe traders' low - price products around 1150, and the shipment improved slightly. The sales volume in Hubei was 63, in East China was 89, and in South China was 84 [1]. Soda Ash - Price Changes: From July 29 to August 5, 2025, the prices of various soda ash products showed different trends. For example, the price of Shahe heavy soda decreased by 40.0, and then increased by 10.0 on August 5 compared with August 4; the SA05 contract price increased by 45.0 on August 5 compared with August 4 [1]. - Profit Changes: The profits of different soda ash production methods in North China changed. The North China ammonia - alkali profit decreased from - 34.6 to - 104.8, a decrease of 70.2; the North China combined - alkali profit decreased from - 141.7 to - 208.4, a decrease of 66.7 [1]. - Market Situation: The spot price of heavy soda in the Hebei delivery warehouse was around 1220, and it was around 1260 when delivered to Shahe. Downstream customers purchased at low prices for rigid demand, with a small amount of spot - futures transactions, and downstream customers placed low - price orders. The factory inventory of soda ash increased [1].