玻璃纯碱早报-20250813

Report Industry Investment Rating - No relevant content provided Core Viewpoints - No clear core viewpoints are presented in the given content Summary by Related Catalogs Glass - Price Changes: From August 1 to August 8, 2025, prices of various 5mm glass products decreased, e.g., the price of the 5mm large - plate of Shahe Anquan dropped from 1207.0 to 1173.0, a decrease of 34.0; the price of the 5mm large - plate of Wuhan Changli decreased from 1240.0 to 1200.0, a decrease of 40.0 [1] - Profit Changes: Profits of different glass production methods and contracts also changed. For example, the profit of North China coal - fired glass decreased from 304.6 to 249.2, a decrease of 55.4; the profit of 09FG contract natural gas decreased from - 267.0 to - 304.5, a decrease of 37.5 [1] - Spot Market: Shahe factory's glass sales were average, with Shahe traders' low - price products around 1150 and poor sales; Hubei's factory price was around 1020, and the Hubei 09 futures - spot price difference was - 30 to 40, with poor transactions [1] - Production and Sales: The production - sales ratios of glass in different regions were as follows: Shahe 82, Hubei 56, East China 87, and South China 99 [2] Soda Ash - Price Changes: From August 1 to August 8, 2025, prices of different types of soda ash changed. For example, the price of Shahe heavy soda decreased from 1250.0 to 1240.0, a decrease of 10.0; the price of Central China heavy soda decreased from 1200.0 to 1140.0, a decrease of 60.0 [1] - Profit Changes: Profits of different soda ash production methods also changed. For example, the profit of North China ammonia - soda method decreased from - 99.7 to - 132.8, a decrease of 33.1; the profit of North China combined - soda method decreased from - 192.9 to - 220.6, a decrease of 27.7 [1] - Spot Market: The spot price of heavy soda at the Hebei delivery warehouse was around 1240, and the price delivered to Shahe was around 1280. Downstream customers were reluctant to accept high prices, with an intended price of 1220 - 1250 for delivery. Futures - spot transactions were average [1] - Industry Situation: Factory inventories continued to accumulate, and there were rumors of potential environmental protection actions in Qinghai, but the industry could not confirm them [1]