玻璃纯碱早报-20251204
Yong An Qi Huo·2025-12-04 01:11

Report Summary 1. Report Industry Investment Rating - No information provided in the given content. 2. Core Viewpoints - The report presents the latest price, production and sales, inventory and profit data of glass and soda ash, and shows the relevant historical data trends through charts, but does not clearly put forward the core viewpoints [1][2][3][4]. 3. Summary by Category Glass - Price: From November 26 to December 3, 2025, the price of 5mm glass in some regions changed slightly. For example, the price of 5mm large - plate glass of Shahe Safety increased from 1044.0 to 1061.0, while that of Shahe Great Wall decreased from 1044.0 to 1036.0. The FG05 contract price decreased from 1169.0 to 1125.0, and the FG01 contract price decreased from 1037.0 to 1020.0 [1]. - Production and Sales: On December 3, 2025, the production - sales ratio of glass in Shahe was 109, in Hubei was 99, in East China was 98, and in South China was 131 [2]. - Profit: The profit of North China's coal - fired glass increased from 105.7 to 113.3, while the profit of South China's natural gas glass remained at - 188.1. The profit of North China's natural gas glass increased from - 306.6 to - 304.5. The profit of 05FG and 01FG on the natural gas futures market decreased [1]. Soda Ash - Price: From November 26 to December 3, 2025, the price of heavy soda ash in some regions changed. For example, the price of Shahe heavy soda ash decreased from 1160.0 to 1130.0. The SA05 contract price decreased from 1244.0 to 1233.0, and the SA01 contract price decreased from 1183.0 to 1165.0 [1]. - Industry Situation: The inventory of the mid - upstream of the soda ash industry continued to decline, and the second - phase project of Yuanxing was put into production. The spot price of heavy soda ash in Hebei delivery warehouses was about 1120, and the price delivered to Shahe was about 1130 [1]. - Profit: The profit of North China's ammonia - soda process first increased and then decreased, while the profit of North China's combined - soda process increased [1].