玻璃纯碱早报-20250826

Report Industry Investment Rating - No relevant content provided Core Viewpoints - The report provides a comprehensive analysis of the glass and soda ash markets, including price trends, production and sales, and inventory levels [2] Summary by Related Catalogs Glass Market - Price Trends: The prices of 5mm large glass plates in various regions showed different degrees of change. For example, the price of 5mm large glass plates in Shijiazhuang decreased by 21 - 40 yuan from August 18th to 25th, while the price in South China remained stable [2] - Production and Sales: The production and sales of glass factories in Shijiazhuang were relatively good, with a production - sales ratio of 112. The production and sales in Hubei were also good, with a ratio of 120. However, the sales of traders in Shijiazhuang were average [2] - Profit and Cost: The profit of North China's coal - fired glass decreased from 229.2 yuan on August 18th to 207.3 yuan on August 25th, a decrease of 21.9 yuan. The cost of North China's coal - fired glass increased slightly by 2.1 yuan during the same period [2] Soda Ash Market - Price Trends: The prices of heavy and light soda ash in different regions also had different trends. The price of heavy soda ash in Shijiazhuang decreased by 30 yuan from August 18th to 25th, while the price in South China remained unchanged [2] - Industry Situation: Soda ash factories had a slight reduction in inventory [2] - Profit and Cost: The profit of North China's ammonia - soda process decreased from - 124.8 yuan on August 18th to - 146.7 yuan on August 25th, a decrease of 21.9 yuan. The profit of North China's combined - soda process increased by 18.3 yuan during the same period [2]