纯碱&玻璃产业链周度数据-20251212

Report Industry Investment Rating - No relevant information provided Core Viewpoints - No core viewpoints are explicitly stated in the report Summary by Related Catalogs Supply - The current week's soda ash开工率 is 84.35%, up 3.61 from the previous value, and the产量 is 73.54 tons, up 3.15 tons. The heavy产量 is 39.78 tons, up 1.63 tons, and the light产量 is 33.76 tons, up 1.52 tons. The current week's float glass开工率 is 73.844%, up 0.217 from the previous value, the number of production lines is 219, up 1, and the产量 is 108.4895 tons, down 0.02 tons [1] Inventory - The current week's soda ash厂内库存 is 149.43 tons, down 4.43 tons. The heavy库存 is 79.05 tons, down 2.03 tons, and the light库存 is 70.38 tons, down 2.4 tons. The库存可用天数 is 12.39 days, down 0.37 days. The current week's float glass库存 is 5822.7 ten thousand weight boxes, down 121.5 ten thousand weight boxes, and the库存可用天数 is 26.3 days, down 0.5 days [1] Profit - The current week's soda ash天然气利润 is -196.42 yuan/ton, up 26.58 yuan/ton. The氨碱法毛利 is -67.6 yuan/ton, up 0.9 yuan/ton, the联产法毛利 is -49 yuan/ton, up 49.5 yuan/ton. The float glass石油焦利润 is 35.64 yuan/ton, up 14.28 yuan/ton, the煤制气利润 is 6.51 yuan/ton, down 0.01 yuan/ton [1] Basis & Spread - The current week's soda ash基差 is 10, up 40 from the previous value, the 1 - 5价差 is 50, down 20. The float glass基差 is 71, up 24, the 1 - 5价差 is 97, down 24. The纯碱 - glass 01价差 is 147, down 5, and the纯碱 - glass 05价差 is 100, down 1 [1]