玻璃纯碱早报-20251229

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - The report presents the price, profit, production and sales, and inventory data of glass and soda ash on different dates, as well as the operation status of the soda ash industry [2] 3. Summary by Related Catalogs Glass - Price: The prices of various glass products in different regions showed different degrees of change from December 19th to December 26th, 2025. For example, the price of 5mm large - plate glass in Wuhan Changli decreased by 40 from 1070 to 1030, and the price of 5mm large - plate glass in Shandong decreased by 20 from 1100 to 1080 [2] - Profit: The profits of different production methods and regions also changed. The profit of North China coal - fired glass increased by 11.2 from 74.6 to 85.8, while the profit of South China natural gas glass remained unchanged at - 188.1 [2] - Production and Sales: The production and sales rates of glass in different regions were as follows: 105 in Shahe, 129 in Hubei, 107 in East China, and 108 in South China [2] - Market Situation: In the glass spot market, the production and sales of Shahe factories were relatively high, but the sales of Shahe traders at low prices were average, and the spot - futures sales were poor. In Hubei, the factory price was around 970, and the transaction was okay. The spot - futures of Hubei's mid - stream 01 contract was at par, but the transaction was poor [2] Soda Ash - Price: The prices of heavy and light soda ash in different regions had different trends. For example, the price of Shahe heavy soda increased by 10 from 1130 to 1140, while the price of Central China heavy soda remained unchanged at 1120 [2] - Profit: The profits of North China ammonia - soda and North China combined - soda methods increased. The profit of North China ammonia - soda increased by 20.7 from - 244.1 to - 223.4, and the profit of North China combined - soda increased by 50.8 from - 352.8 to - 302.0 [2] - Industry Situation: The upstream inventory of the soda ash industry slightly increased, the mid - stream inventory decreased, the first - phase production of Yuanxing increased to a daily output of 18,000 tons, and the second - phase produced qualified products [2]