永安期货：玻璃纯碱早报-20251017

Group 1: Glass Market Price and Contract Information - From 2025/10/9 to 2025/10/16, the price of 5mm large glass plates in various regions decreased, e.g., the price of 5mm large plates from Shahe Anquan dropped from 1241.0 to 1181.0, a decrease of 60.0 [1]. - FG05 and FG01 contracts also declined, with FG05 dropping from 1338.0 to 1284.0 (a decrease of 54.0) and FG01 from 1218.0 to 1147.0 (a decrease of 71.0) [1]. Profit and Cost -华北燃煤利润 decreased from 302.3 to 244.6, a decrease of 57.7, while the cost increased from 891.7 to 906.4, an increase of 14.7 [1]. -华南天然气利润 remained at -188.1, and the North China natural gas profit decreased from -150.7 to -193.7, a decrease of 43.0 [1]. Spot and Sales - In Shahe, the factory sales were weak, with the low - price of traders around 1150, and the shipment improved slightly. In Hubei, the factory price was around 1110, and the factory transactions weakened [1]. - The glass sales rates were 40 in Shahe, 58 in Hubei, 92 in East China, and 83 in South China [1]. Group 2: Soda Ash Market Price and Contract Information - From 2025/10/9 to 2025/10/16, the price of Shahe heavy soda decreased from 1170.0 to 1160.0, a decrease of 10.0. The SA05 and SA01 contracts also changed, with SA05 dropping from 1344.0 to 1325.0 (a decrease of 19.0) and SA01 from 1250.0 to 1235.0 (a decrease of 15.0) [1]. Profit and Cost - The North China ammonia - soda profit decreased from -207.6 to -234.3, a decrease of 26.7, and the North China combined - soda profit decreased from -231.4 to -253.3, a decrease of 21.9 [1]. Spot and Inventory - The spot price of heavy soda in Hebei delivery warehouses was around 1140, and the price delivered to Shahe was around 1170 [1]. - The factory inventory of soda ash accumulated, and the delivery warehouses had a slight reduction in inventory [1].