冠通期货纯碱、玻璃产业链周度数据-20251107

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View - No information provided 3. Summary by Relevant Catalogs Supply - Soda Ash: The current week's soda ash开工率 was 85.67%, a decrease of 1.22 from the previous week; the产量 was 74.68 tons, a decrease of 1.08 tons; the重质产量 was 41.48 tons, a decrease of 0.5 tons; the轻质产量 was 33.2 tons, a decrease of 0.58 tons; the number of production lines was 222, a decrease of 4 [1]. - Float Glass: The current week's float glass开工率 was 75.916%, a decrease of 0.434 from the previous week; the产量 was 112.6085 tons, a decrease of 0.284 tons [1]. Inventory - Soda Ash: The current week's soda ash厂内库存 was 171.42 tons, an increase of 1.22 tons; the重质库存 was 89.96 tons, an increase of 1.32 tons; the轻质库存 was 81.46 tons, a decrease of 0.1 tons; the库存可用天数 was 14.21 days, an increase of 0.1 days [1]. - Float Glass: The current week's float glass库存 was 6313.6 ten thousand weight - boxes, a decrease of 265.4 ten thousand weight - boxes; the库存可用天数 was 27.1 days, a decrease of 0.9 days [1]. Profit - Soda Ash: The current week's soda ash氨碱法毛利 was - 43.5 yuan/ton, a decrease of 1.8 yuan/ton; the联产法毛利 was - 174 yuan/ton, a decrease of 9 yuan/ton; the天然气利润 was - 172.7 yuan/ton, a decrease of 15 yuan/ton; the石油焦利润 was - 1.77 yuan/ton, a decrease of 2.86 yuan/ton; the煤制气利润 was 78.1 yuan/ton, an increase of 14.65 yuan/ton [1]. - Float Glass: No specific profit data description other than the above - mentioned profit indicators for different production methods was provided in a summarized way. Basis & Spread - Soda Ash: The current week's soda ash基差 was - 50, unchanged from the previous week; the 1 - 5价差 was 86, a decrease of 3; the纯碱 - glass01价差 was 106, a decrease of 38; the纯碱 - glass05价差 was 66, a decrease of 15 [1]. - Float Glass: The current week's float glass基差 was 25, a decrease of 5; the 1 - 5价差 was 126, a decrease of 26 [1].