玻璃纯碱早报-20251205

Report Industry Investment Rating - No relevant information provided Core Viewpoints - No clear core viewpoints presented in the given content Summary by Related Catalogs Glass - Price and Contract Information: From November 26 to December 3, 2025, the price of 5mm glass in different regions showed various changes. For example, the price of 5mm glass in Wuhan Changli remained stable at 1130, while the price of 5mm glass in Hubei increased from 990 to 1060. The FG05 contract price decreased from 1169 to 1125, and the FG01 contract price decreased from 1037 to 1020 [1]. - Profit and Cost: The profit of North China coal - fired glass increased from 105.7 to 108.3, and the cost decreased from 930.3 to 922.7. The profit of South China natural gas glass remained at - 188.1, and the profit of North China natural gas glass decreased from - 304.5 to - 309.5. The 05FG and 01FG contract natural gas profits also decreased [1]. - Sales and Production: The sales and production rate of glass in different regions varied. The sales and production rate in Shahe was 97, in Hubei was 113, in East China was 105, and in South China was 128. The sales of Shahe factories were okay, but the sales of Shahe traders were average, and the spot - futures sales were poor. The transactions in Hubei factories were okay, but the transactions of Hubei mid - stream spot - futures were poor [1]. 纯碱 - Price and Contract Information: From November 26 to December 3, 2025, the price of heavy soda ash in different regions also changed. For example, the price of heavy soda ash in Shahe decreased from 1140 to 1130, and the price of heavy soda ash in Central China remained at 1150. The SA05 contract price decreased from 1241 to 1233, the SA01 contract price decreased from 1175 to 1165, and the SA09 contract price decreased from 1309 to 1295 [1]. - Profit and Cost: The profit of North China ammonia - soda ash decreased from - 288.7 to - 295.5, and the cost decreased from 1418.7 to 1415.5. The profit of North China combined - soda ash increased from - 445.3 to - 429.6 [1]. - Inventory and Industry News: The inventory of the mid - upstream of the soda ash industry continued to decline, and the second - phase project of Yuanxing started feeding [1].