玻璃纯碱早报-20250922

1. Report Industry Investment Rating - No relevant content found 2. Core Viewpoints - The report provides a comprehensive analysis of the glass and soda ash markets, including price changes, production and sales, and profit margins [2] 3. Summary by Related Catalogs Glass - Price Changes: From September 12 to September 19, 2025, the prices of various 5mm glass products in different regions showed different trends. For example, the price of Wuhan Changli 5mm large - plate increased by 40, while the price of Shandong 5mm large - plate remained unchanged. Futures contracts such as FG05 and FG01 also had price increases [2] - Production and Sales: In the glass market, the production and sales in Shahe area declined, with poor shipments at low prices. In Hubei, factory transactions were acceptable, but the transactions of new products in the middle - reaches were poor. The production and sales rates in different regions were as follows: Shahe 88, Hubei 102, East China 99, and South China 102 [2] - Profit and Cost: The profits of glass production in different regions and using different energy sources varied. For example, the profit of North China coal - fired glass decreased by 7.7, and the profit of South China natural - gas glass decreased by 6.3. The cost of North China coal - fired glass increased by 16.7 [2] Soda Ash - Price Changes: From September 12 to September 19, 2025, the prices of various soda ash products in different regions generally increased. For example, the price of Shahe heavy soda increased by 30, and the price of North China light soda increased by 40. Futures contracts such as SA05 and SA01 also had price increases [2] - Industry Situation: The factory inventory of soda ash decreased significantly, while the delivery warehouse inventory increased significantly, resulting in a slight overall increase in inventory [2] - Profit and Cost: The profits of soda ash production in different production methods and regions also changed. For example, the profit of North China ammonia - soda method decreased by 6.2, and the profit of North China combined - soda method decreased by 35.5. The cost of North China ammonia - soda method increased by 28.3 [2]