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玻璃纯碱早报-20250908
Yong An Qi Huo·2025-09-08 01:07
  1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Related Catalogs Glass - Price Changes: From August 29 to September 5, 2025, the price of 5mm glass in some regions remained stable, while others showed slight fluctuations. For example, the price of 5mm glass in Wuhan Changli remained at 1040.0, and the price of 5mm glass in Hubei increased by 10.0 to 1010.0 [1]. - Contract Price Changes: The FG09 contract price decreased by 5.0 to 991.0, and the FG01 contract price increased by 7.0 to 1189.0 [1]. - Spread Changes: The FG 9 - 1 spread decreased by 12.0 to -198.0 [1]. - Basis Changes: The 09 Hebei basis decreased by 210.0 to -76.0, and the 09 Hubei basis increased by 15.0 to 19.0 [1]. - Profit Changes: The North China coal - fired profit decreased by 15.5 to 218.0, and the North China coal - fired cost increased by 6.3 to 895.0. The South China natural gas profit remained at -181.8, and the North China natural gas profit decreased by 19.1 to -242.2 [1]. - Production and Sales: The production and sales rate in Shahe was 97, in Hubei was 106, in East China was 86, and in South China was 99 [1]. Soda Ash - Price Changes: From August 28 to September 4, 2025, the price of heavy soda ash in some regions changed. For example, the price of heavy soda ash in Shahe decreased by 10.0 and then increased by 20.0 to 1200.0, and the price of heavy soda ash in Qinghai decreased by 80.0 to 930.0 [1]. - Contract Price Changes: The SA05 contract price decreased by 22.0 to 1357.0, the SA01 contract price decreased by 34.0 to 1277.0, and the SA09 contract price decreased by 27.0 to 1160.0 [1]. - Basis Changes: The SA09 Shahe basis increased by 17.0 to 40.0 [1]. - Spread Changes: The SA month - spread 09 - 01 increased by 7.0 to -117.0 [1]. - Profit Changes: The North China ammonia - soda process profit decreased by 12.4 to -171.5, and the North China combined - soda process profit data was unavailable on September 4 [1]. - Inventory Status: Soda ash factories reduced inventory, while delivery warehouses increased inventory, with an overall slight reduction in inventory [1].