纯碱&玻璃产业链周度数据-20251114

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开工率 was 84.8%, a decrease of 0.87 from the previous week; the产量 was 73.92 (unit not specified), a decrease of 0.76; the重质产量 was 41.09, a decrease of 0.39; the轻质产量 was 32.83, a decrease of 0.37 [1]. - Glass: The current week's开工率 was 75.000%, a decrease of 0.916 from the previous week; the产线条数 remained at 222; the产量 was 111.3945 (unit not specified), a decrease of 1.214 [1]. Inventory - Soda Ash: The厂内库存 was 170.73 (unit not specified), a decrease of 0.69; the重质库存 was 90.71, an increase of 0.75; the轻质库存 was 80.02, a decrease of 1.44; the库存可用天数 was 14.16, a decrease of 0.05 [1]. - Glass: The库存 was 6324.7 (unit not specified), an increase of 11.1; the库存可用天数 was 27.5, an increase of 0.4 [1]. Profit - Soda Ash: The氨碱法毛利 was -23.5, an increase of 20; the联产法毛利 was -182, a decrease of 8; the天然气利润 was -187.7, a decrease of 15; the石油焦利润 was 32.52, an increase of 34.29; the煤制气利润 was 51.26, a decrease of 26.84 [1]. - Glass: No profit data was provided in the text, but the profit data of different production processes such as天然气浮法工艺,石油焦浮法工艺, and煤炭浮法工艺 were presented in the chart [1]. Basis & Spread - Soda Ash: The基差 was -45, an increase of 5; the 1 - 5价差 was 66, a decrease of 20; the纯碱 - glass 01价差 was 183, an increase of 77; the纯碱 - glass 05价差 was 132, an increase of 66 [1]. - Glass: The基差 was 48, an increase of 23; the 1 - 5价差 was 117, a decrease of 9 [1].