纯碱&玻璃产业链周度数据-20251121

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - No relevant content Group 3: Summary by Relevant Catalogs Supply - For soda ash, the current week's开工率 is 82.68%, a decrease of 2.12% from the previous value; the产量 is 72.09 (unit not specified, presumably in a certain quantity), a decrease of 1.83 from the previous value; the重质产量 is 39.62, a decrease of 1.47 from the previous value; the轻质产量 is 32.47, a decrease of 0.36 from the previous value [1]. - For glass, the current week's开工率 is 74.854%, a decrease of 0.146% from the previous value; the产线条数 remains 222; the产量 is 111.0195 (unit not specified, presumably in a certain quantity), a decrease of 0.375 from the previous value [1]. Inventory - For soda ash, the厂内库存 is 164.44 (unit not specified, presumably in a certain quantity), a decrease of 6.29 from the previous value; the重质库存 is 88.73, a decrease of 1.98 from the previous value; the轻质库存 is 75.71, a decrease of 4.31 from the previous value; the库存可用天数 is 13.63 days, a decrease of 0.53 days from the previous value [1]. - For glass, the库存 is 6330.3 (unit not specified, presumably in a certain quantity), an increase of 5.6 from the previous value; the库存可用天数 remains 27.5 days [1]. Profit - For soda ash, the氨碱法毛利 is -38.5 (unit not specified, presumably in yuan/ton), a decrease of 15 from the previous value; the联产法毛利 is -153.5 (unit not specified, presumably in yuan/ton), an increase of 28.5 from the previous value [1]. - For glass, the天然气利润 is -206.84 (unit not specified, presumably in yuan/ton), a decrease of 19.14 from the previous value; the石油焦利润 is 8.52 (unit not specified, presumably in yuan/ton), a decrease of 24 from the previous value; the煤制气利润 is 25.79 (unit not specified, presumably in yuan/ton), a decrease of 25.47 from the previous value [1]. Basis & Spread - For soda ash, the基差 is -30, an increase of 15 from the previous value; the 1 - 5价差 is 74, an increase of 8 from the previous value; the纯碱 - glass 01价差 is 169, a decrease of 14 from the previous value; the纯碱 - glass 05价差 is 113, a decrease of 19 from the previous value [1]. - For glass, the基差 is 81, an increase of 33 from the previous value; the 1 - 5价差 is 130, an increase of 13 from the previous value [1].