玻璃纯碱早报-20251114

Report Industry Investment Rating - Not provided Core Viewpoints - Not provided Summary by Related Catalogs Glass Price and Contract Information - From November 6th to November 13th, 2025, the price of 5mm large glass plates from various manufacturers showed different trends. For example, the price of 5mm large plates from Shahe Anquan decreased from 1138.0 to 1104.0, a weekly decrease of 34.0 and a daily increase of 4.0. FG05 contract price decreased from 1227.0 to 1173.0, a weekly decrease of 54.0 and a daily increase of 4.0 [1]. Profit and Cost - From November 6th to November 13th, 2025, North China coal - fired glass profit decreased from 192.6 to 138.9, a weekly decrease of 53.7 and a daily decrease of 4.2, while the cost increased from 928.4 to 944.1, a weekly increase of 15.7 and a daily increase of 4.2. South China natural gas glass profit remained at - 188.1, and North China natural gas glass profit decreased from - 221.6 to - 265.9, a weekly decrease of 44.3 and a daily decrease of 4.2 [1]. Spot and Sales - Glass spot: Shahe factory's sales gradually weakened, with the low - price of Shahe traders around 1085, and the shipment was average. The shipment of futures - spot was also average. In Hubei Province, the factory price was around 1050, and the factory's transactions weakened recently. The sales rate in Shahe was 90, in Hubei was 86, in East China was 96, and in South China was 95 [1]. Soda Ash Price and Contract Information - From November 6th to November 13th, 2025, the price of heavy soda ash in different regions changed. For example, the price of heavy soda ash in Shahe increased from 1160.0 to 1190.0, a weekly increase of 30.0 and a daily increase of 20.0. SA05 contract price increased from 1293.0 to 1305.0, a weekly increase of 12.0 and a daily increase of 18.0 [1]. Profit and Cost - From November 6th to November 13th, 2025, North China ammonia - alkali soda ash profit increased from - 291.9 to - 278.4, a weekly increase of 13.5 and a daily increase of 20.0, and North China combined - alkali soda ash profit increased from - 323.0 to - 311.5, a weekly increase of 11.5 and a daily increase of 20.0 [1]. Spot and Inventory - Soda ash spot: The spot price of heavy soda ash at the Hebei delivery warehouse was around 1160, and the price delivered to Shahe was around 1190. The inventory of the mid - upstream soda ash industry slightly decreased [1].