玻璃纯碱早报-20251107

Group 1: Glass Price and Contract Information - The price of 5mm large - plate glass from various manufacturers has changed. For example, the price of 5mm large - plate glass from Shahe Anquan was 1113 on 2025/10/30, 1138 on 2025/11/5, and remained 1138 on 2025/11/6, with a weekly increase of 25 and no daily change [1]. - FG05 contract price was 1243 on 2025/10/30, 1231 on 2025/11/5, and 1227 on 2025/11/6, a weekly decrease of 16 and a daily decrease of 4 [1]. Profit and Cost - North China coal - fired glass profit was 194 on 2025/10/30, 200 on 2025/11/5, and 192.6 on 2025/11/6, a weekly decrease of 1.5 and a daily decrease of 7.4 [1]. - North China coal - fired glass cost was 919 on 2025/10/30, 921 on 2025/11/5, and 928.4 on 2025/11/6, a weekly increase of 9.5 and a daily increase of 7.4 [1]. Spot and Sales - Shahe factory's glass sales have improved recently. The low - price of Shahe traders' 5mm large - plate glass is around 1121, and the shipment is average. The shipment of spot - futures is also average [1]. - In Hubei, the factory price has risen to around 1100, the factory's transaction has weakened compared to the previous period, but the overall situation is okay. The mid - stream spot - futures in Hubei are at parity, and the transaction is average [1]. - The glass sales rate in Shahe is 132, in Hubei is 106, in East China is 13, and in South China is 100 [1]. Group 2: Soda Ash Price and Contract Information - The price of heavy soda ash in various regions has changed. For example, the price of heavy soda ash in Shahe was 1180 on 2025/10/30, 1140 on 2025/11/5, and 1160 on 2025/11/6, a weekly decrease of 20 and a daily increase of 20 [1]. - SA05 contract price was 1324 on 2025/10/30, 1282 on 2025/11/5, and 1293 on 2025/11/6, a weekly decrease of 31 and a daily increase of 11 [1]. Profit and Cost - North China ammonia - soda process profit was - 246.7 on 2025/10/30, - 305.2 on 2025/11/5, and - 290.9 on 2025/11/6, a weekly decrease of 44.2 and a daily increase of 14.3 [1]. - North China ammonia - soda process cost was 1396.7 on 2025/10/30, 1415.2 on 2025/11/5, and 1420.9 on 2025/11/6, a weekly increase of 24.2 and a daily increase of 5.7 [1]. Spot and Industry - The spot price of heavy soda ash in Hebei delivery warehouses is around 1130, and the price delivered to Shahe is around 1160 [1]. - The overall inventory of the mid - and upstream of the soda ash industry remains flat [1].