玻璃纯碱早报-20250815

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints - The report provides price, profit, and inventory data for glass and soda ash, as well as their contract prices and spreads, to reflect the market conditions of these two industries [1] Group 3: Glass Market Summary Price - From August 7th to 14th, 2025, the prices of 5mm glass in different regions showed various changes. For example, the price of Wuhan Changli 5mm large - plate decreased by 40.0, while the price of Shahe Great Wall 5mm large - plate increased by 17.0 [1] Contract - FG09 contract price decreased by 23.0 from August 7th to 14th, and FG01 contract price remained unchanged during the same period [1] Spread - FG 9 - 1 spread decreased by 23.0 from August 7th to 14th [1] Basis - 09 Hebei basis decreased by 148.0 from August 7th to 14th [1] Profit - North China coal - fired profit decreased by 14.3 from August 7th to 14th, and South China natural gas profit remained unchanged [1] Sales and Production - The sales - to - production ratios in different regions are as follows: Shahe 98, Hubei 97, East China 95, and South China 96 [2] Group 4: Soda Ash Market Summary Price - From August 7th to 14th, 2025, the prices of heavy and light soda ash in different regions showed different trends. For example, the price of Shahe heavy soda ash increased by 20.0 [1] Contract - SA05 contract price increased by 40.0 from August 7th to 14th, and SA01 contract price increased by 43.0 [1] Spread - SA09 - 01 spread decreased by 16.0 from August 7th to 14th [1] Basis - SA09 Shahe basis decreased by 7.0 from August 7th to 14th [1] Profit - North China ammonia - soda process profit increased by 9.2 from August 7th to 14th, and North China combined - soda process profit increased by 60.3 [1] Inventory - Factory inventory and delivery - warehouse inventory of soda ash continued to accumulate [1]