玻璃纯碱早报-20250819

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - The report presents the latest price, production and sales, and inventory data of glass and soda ash, reflecting the current market situation of these two industries [2][3] 3. Summary by Related Catalogs Glass - Price Changes: From August 11th to August 18th, the prices of various glass products showed different trends. For example, the price of 5mm large - plate glass from Shahe Anquan decreased from 1173.0 to 1164.0, a weekly decrease of 9.0; the FG09 contract price dropped from 1068.0 to 1030.0, a weekly decrease of 38.0 [3] - Production and Sales: Shahe's glass production and sales rate was 114, Hubei's was 85, East China's was 103, and South China's was 93 [3] - Profit Situation: The profits of different production methods and regions also changed. For instance, the profit of North China's coal - fired glass decreased from 247.8 to 229.2, a weekly decrease of 18.6; the 09FG disk natural gas profit decreased from - 300.0 to - 342.4, a weekly decrease of 42.4 [3] Soda Ash - Price Changes: From August 11th to August 18th, the prices of various soda ash products also had fluctuations. The price of Shahe heavy soda increased from 1240.0 to 1260.0, a weekly increase of 20.0; the SA05 contract price rose from 1400.0 to 1442.0, a weekly increase of 42.0 [3] - Industry Situation: The factory inventory of soda ash continued to accumulate slightly, and the heavy - soda delivery price in Hebei was about 1220, and about 1260 when delivered to Shahe. Downstream customers replenished at low prices but did not accept high - priced goods [3]