玻璃纯碱早报-20250811

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoint - No explicit core viewpoint presented in the given text 3. Summary by Related Catalogs Glass Price and Contract Information - From August 1 to August 8, 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 in Wuhan Changli decreased by 40.0, and the FG09 contract price decreased by 39.0 [2]. - The FG9 - 1 spread changed from - 122.0 on August 1 to - 133.0 on August 8, with a weekly change of - 11.0 and a daily change of 11.0 [2]. Profit and Cost - From August 1 to August 8, 2025, the profit of North China coal - fired glass decreased by 55.4, and the cost decreased by 2.8. The profit of South China natural gas glass remained unchanged at - 129.1, and the profit of North China natural gas glass decreased by 46.8 [2]. Spot and Sales - The sales of glass factories in Shahe were average, with the low - price of traders around 1150 and the sales volume average. The price of factories in Hubei was around 1060, and the sales of glass in different regions were as follows: Shahe 82, Hubei 79, East China 91, and South China 89 [2]. Soda Ash Price and Contract Information - From August 1 to August 8, 2025, the prices of heavy soda ash in different regions changed. For example, the price of heavy soda ash in Central China decreased by 60.0, and the SA05 contract price increased by 13.0 [2]. - The SA09 - 01 spread changed from - 77.0 on August 1 to - 83.0 on August 8, with a weekly change of - 6.0 and a daily change of 7.0 [2]. Profit and Cost - From August 1 to August 8, 2025, the profit of North China ammonia - soda process decreased by 33.1, and the profit of North China combined - soda process increased by 11.0 [2]. Spot and Industry - The spot price of heavy soda ash in Hebei delivery warehouses was around 1200, and the price delivered to Shahe was around 1240. Downstream customers purchased on a low - price and just - in - time basis, and the futures - spot trading volume was average. The factory inventory of soda ash increased, and the delivery warehouse inventory increased significantly [2].