玻璃纯碱早报-20250918

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - No explicit core viewpoints presented in the given reports 3. Summary by Related Catalogs Glass - Price Changes: From September 9 to September 16, 2025, the prices of 5mm glass in different regions showed various trends. For example, the price of 5mm glass from Shache Anquan decreased by 21.0 from 1165.0 to 1144.0, while Wuhan Changli's price increased by 20.0 from 1040.0 to 1060.0 [1]. - Contract Price Changes: FG05 and FG01 contracts also had price increases. FG05 rose by 51.0 from 1289.0 to 1340.0, and FG01 increased by 45.0 from 1192.0 to 1237.0 during the same period [1]. - Price Spread Changes: The FG 1 - 5 spread decreased by 6.0 from -97.0 to -103.0, and the 01 Hebei basis decreased by 62.0 from -32.0 to -94.0 [1]. - Profit and Cost Changes: North China's coal - fired profit decreased by 36.4 from 271.0 to 234.6, and the cost increased by 19.4 from 889.0 to 908.4. South China's natural gas profit decreased by 6.3 from -181.8 to -188.1 [1]. - Production and Sales: Shache's factory production and sales improved, but the low - price sales of Shache's traders were poor. Hubei's factory prices increased, and the factory transactions were good, while the transactions of Hubei's middle - stream old goods were poor [1]. - Production and Sales Ratios: Shache's production and sales ratio was 113, Hubei's was 127, East China's was 108, and South China's was 103 [1]. Soda Ash - Price Changes: From September 9 to September 16, 2025, the prices of heavy soda ash in different regions generally increased. For example, Shache's heavy soda ash price increased by 70.0 from 1180.0 to 1250.0, and Central China's increased by 50.0 from 1190.0 to 1240.0 [1]. - Contract Price Changes: SA05, SA01, and SA09 contracts all had price increases. SA05 rose by 62.0 from 1358.0 to 1420.0, SA01 increased by 61.0 from 1278.0 to 1339.0, and SA09 increased by 289.0 from 1159.0 to 1448.0 [1]. - Price Spread Changes: The SA 01 - 5 spread decreased by 1.0 from -80.0 to -81.0, and the SA01 Shache basis increased by 9.0 from -98.0 to -89.0 [1]. - Profit Changes: North China's ammonia - soda process profit increased by 61.7 from -149.3 to -87.6, and the combined - soda process profit increased by 63.2 from -126.5 to -63.3 [1]. - Inventory Changes: Soda ash factory inventories decreased significantly, while delivery warehouse inventories increased significantly [1].