玻璃纯碱早报-20250822

Report Industry Investment Rating - No relevant content provided Core Viewpoints - The document presents the price, profit, and inventory data of glass and soda ash, as well as the sales and production situation of glass, reflecting the market conditions of these two industries [2] Summary by Related Catalogs Glass Price - The prices of 5mm large glass plates from various manufacturers showed different degrees of decline. For example, the price of 5mm large plates from Shahe Anquan decreased by 15.0 from August 14th to August 21st, and the price of 5mm large plates from Wuhan Changli decreased by 60.0 [2] - Futures prices also declined. The FG09 contract decreased by 70.0 from August 14th to August 21st, and the FG01 contract decreased by 64.0 [2] Profit - The profits of华北燃煤玻璃 showed a downward trend, with a weekly decrease of 5.6 and a daily decrease of 2.0. The profits of华南天然气 glass remained unchanged, and the profits of华北天然气 glass decreased by 2.4 weekly and 2.0 daily [2] Sales and Production - The sales and production rate of glass in Shahe was 73, in Hubei was 134, in East China was 100, and in South China was 97. The sales and production of Shahe factories decreased compared with the previous period, while the sales of Hubei factories were better [2] Inventory - No specific inventory data was mentioned, but the price changes may be related to inventory levels Soda Ash Price - The prices of heavy soda ash in different regions showed different trends. The price of Shahe heavy soda ash decreased by 70.0 from August 14th to August 21st, while the price of South China heavy soda ash remained unchanged [2] - Futures prices also declined. The SA05 contract decreased by 90.0 from August 14th to August 21st, the SA01 contract decreased by 94.0, and the SA09 contract decreased by 86.0 [2] Profit - The profits of华北氨碱 and华北联碱 showed a downward trend. The profit of华北氨碱 decreased by 65.7 weekly, and the profit of华北联碱 decreased by 40.9 weekly and 5.6 daily [2] Inventory - Both factories and delivery warehouses of soda ash had a slight increase in inventory [2]