玻璃纯碱早报-20250807

Report Industry Investment Rating - No relevant content provided Core Viewpoints - No explicit core viewpoints presented in the given content Glass Summary Price Changes - From July 30 to August 6, 2025, the prices of various 5mm glass products in different regions showed diverse trends. For example, the price of Shahe Anquan 5mm large - plate decreased from 1301.0 to 1181.0, a weekly decrease of 120.0 [1]. - FG09 contract price decreased from 1191.0 to 1083.0, a weekly decrease of 108.0; FG01 contract price decreased from 1320.0 to 1231.0, a weekly decrease of 89.0 [1]. Profit and Cost - North China coal - fired profit decreased from 329.6 to 245.8, a weekly decrease of 83.8; North China coal - fired cost increased slightly from 903.4 to 901.2, a weekly decrease of 2.2 [1]. - South China natural gas profit remained at - 129.1; North China natural gas profit decreased from - 141.1 to - 216.6, a weekly decrease of 75.5 [1]. Market Conditions - Shahe factory glass sales were average, with traders' low - price at around 1150, and shipments improved slightly. Hubei factory prices were around 1100, and trading was not good [1]. - Glass sales rates were 68 in Shahe, 67 in Hubei, 88 in East China, and 83 in South China [1]. Soda Ash Summary Price Changes - From July 30 to August 6, 2025, the prices of various soda ash products also changed. For example, the price of Shahe heavy soda decreased from 1310.0 to 1270.0, a weekly decrease of 40.0; the price of Central China heavy soda increased from 1130.0 to 1230.0, a weekly increase of 100.0 [1]. - SA05 contract price decreased from 1452.0 to 1424.0, a weekly decrease of 28.0; SA01 contract price decreased from 1394.0 to 1370.0, a weekly decrease of 24.0; SA09 contract price decreased from 1311.0 to 1279.0, a weekly decrease of 32.0 [1]. Profit and Cost - North China ammonia - soda process profit increased from - 35.9 to - 96.7, a weekly decrease of 60.8; North China combined - soda process profit increased from - 158.6 to - 189.4, a weekly decrease of 30.8 [1]. Market Conditions - The spot price of heavy soda in Hebei delivery warehouses was around 1230, and the price delivered to Shahe was around 1270. Downstream customers made low - price rigid - demand purchases, and futures - spot trading was poor [1]. - Factory inventories of soda ash increased, and delivery warehouse inventories increased significantly [1].