玻璃纯碱早报-20251110

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The report presents the price, profit, and inventory data of glass and soda ash, including the price changes of different types of glass and soda ash in various regions, the profit situations of different production methods, and the inventory status of the industries [1] Group 3: Summary of Glass - Related Content Price - The price of 5mm large - plate glass in different regions has different changes. For example, in Shahe, the price of 5mm large - plate glass of Shahe Anquan increased from 1113.0 on October 30, 2025, to 1138.0 on November 5 and remained at 1138.0 on November 6; in Wuhan Changli, it increased from 1070.0 to 1130.0 during the same period [1] - FG05 contract price decreased from 1243.0 on October 30 to 1227.0 on November 6, while FG01 contract price increased from 1091.0 to 1101.0 [1] Profit - The profit of North China coal - fired glass decreased from 194.0 to 192.6, and the cost increased from 919.0 to 928.4 [1] - The profit of South China natural - gas glass remained at - 188.1, and the profit of North China natural - gas glass changed from - 233.8 to - 221.6 [1] Sales and Inventory - Shahe factory's glass sales gradually weakened, with the low - price of Shahe traders at around 1121, and the shipment was average; the price of factories in Hubei Province rose to around 1100, and the factory's transaction decreased compared with the previous period [1] - The glass sales rates in different regions are as follows: Shahe 100, Hubei 93, East China 92, and South China 99 [1] Group 4: Summary of Soda Ash - Related Content Price - The price of heavy soda ash in different regions also has different changes. For example, the price of Shahe heavy soda ash decreased from 1180.0 on October 30 to 1140.0 on November 5 and then increased to 1160.0 on November 6 [1] - SA05 contract price decreased from 1324.0 to 1293.0, SA01 contract price decreased from 1235.0 to 1207.0, and SA09 contract price decreased from 1382.0 to 1364.0 [1] Profit - The profit of North China ammonia - soda method decreased from - 246.7 to - 290.9, and the profit of North China combined - soda method decreased from - 262.1 to - 301.9 [1] Inventory - The overall inventory of the soda ash industry's mid - upstream remained flat, and the spot price of heavy soda ash in Hebei delivery warehouses was around 1130, and the price delivered to Shahe was around 1160 [1]