玻璃纯碱早报-20251127

Report Summary 1. Report Industry Investment Rating - No information provided in the report regarding the industry investment rating. 2. Core Viewpoints - The report presents the price, profit, and inventory data of glass and soda ash, reflecting the current market conditions of these two industries. For glass, it shows the price changes of different regions and contracts, as well as the profit and sales conditions; for soda ash, it shows the price, profit, and inventory changes [2]. 3. Summary by Related Catalogs Glass - Price Data: - The prices of 5mm glass in different regions have different degrees of change. For example, the price of 5mm glass in Hubei decreased by 40 from November 19th to November 26th, while the prices in some regions remained unchanged [2]. - The prices of FG05 and FG01 contracts increased, with FG05 rising by 30 and FG01 rising by 28 from November 19th to November 26th [2]. - Profit Data: - The profits of glass production in different regions and with different energy sources also changed. For example, the profit of 05FG gas decreased by 6.3, and the profit of 01FG gas decreased by 4.2 from November 19th to November 26th [2]. - Sales and Inventory Data: - The sales of glass in Shahe were strong, with a sales rate of 161, while the sales in Hubei and other regions were relatively weak [2]. Soda Ash - Price Data: - The prices of heavy soda ash in different regions had different changes. For example, the price of heavy soda ash in Qinghai decreased by 30 from November 19th to November 26th, while the prices in some regions remained unchanged [2]. - The prices of SA05, SA01, and SA09 contracts decreased, with SA05 decreasing by 16, SA01 decreasing by 7, and SA09 decreasing by 16 from November 19th to November 26th [2]. - Profit Data: - The profits of soda ash production in different regions and with different production methods increased. For example, the profit of North China ammonia - soda increased by 39.5, and the profit of North China combined - soda increased by 34.9 from November 19th to November 26th [2]. - Inventory Data: - The inventory of the soda ash industry's mid - upstream decreased [2].