Group 1: Glass Price and Spread - The price of 5mm glass in Shahe Safety decreased from 1143.0 on Oct 21 to 1113.0 on Oct 28, a weekly change of -30.0 [2] - The FG05 contract price increased from 1236.0 on Oct 21 to 1263.0 on Oct 28, a weekly change of 27.0 [2] - The FG 1 - 5 spread changed from -149.0 on Oct 21 to -150.0 on Oct 28, a weekly change of -1.0 [2] Profit - North China coal - fired glass profit changed from 203.3 on Oct 21 to 182.9 on Oct 28, a weekly change of -20.4 [2] - 05FG盘面 natural gas profit increased from -141.8 on Oct 21 to -121.8 on Oct 28, a weekly change of 20.1 [2] Production and Sales - Shahe factory's glass production and sales improved, with the low - price of Shahe traders around 1095 and average shipment. Hubei's factory price was around 1040 with good factory transactions [2] - Glass production and sales: Shahe 98, Hubei 118, East China 98, South China 99 [2] Group 2: Soda Ash Price and Spread - The price of Shahe heavy soda ash increased from 1150.0 on Oct 27 to 1200.0 on Oct 28, a daily change of -10.0 and a weekly change of 40.0 [2] - The SA05 contract price decreased from 1337.0 on Oct 27 to 1331.0 on Oct 28, a daily change of -6.0 and a weekly change of 33.0 [2] - The SA01 - 5 spread changed from -91.0 on Oct 27 to -92.0 on Oct 28, a daily change of -1.0 and a weekly change of -4.0 [2] Profit - North China ammonia - soda process profit changed from -226.7 on Oct 27 to -236.7 on Oct 28, a daily change of -10.0 and a weekly change of 44.9 [2] - North China combined - soda process profit changed from -242.1 on Oct 27 to -252.1 on Oct 28, a daily change of -10.0 and a weekly change of 45.8 [2] Industry Situation - The upstream inventory of soda ash remained stable [2]
玻璃纯碱早报-20251029
Yong An Qi Huo·2025-10-29 00:48