纯碱&玻璃产业链周度数据-20260109

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Relevant Catalogs Supply - Soda Ash: The current week's soda ash开工率 was 84.39%, up 4.43 percentage points from the previous week;产量 was 75.36 tons, up 5.65 tons;重质产量 was 40.45 tons, up 3.35 tons;轻质产量 was 34.91 tons, up 2.3 tons; the number of production lines decreased by 2 to 212 [1] - Float Glass: The current week's开工率 was 71.954%, down 1.081 percentage points from the previous week;产量 was 105.9245 tons, down 1.413 tons [1] Inventory - Soda Ash: The current week's厂内库存 was 157.27 tons, up 16.44 tons;重质库存 was 73.62 tons, up 6.01 tons;轻质库存 was 83.65 tons, up 10.43 tons;库存可用天数 was 13.04 days, up 1.36 days [1] - Float Glass: The current week's库存 was 5551.8万重量箱, down 134.8万重量箱;库存可用天数 was 24.1 days, down 1.5 days [1] Profit - Soda Ash: The current week's天然气利润 was -186.4 yuan/ton, up 5 yuan/ton;氨碱法毛利 was -57.85 yuan/ton, up 37.55 yuan/ton;联产法毛利 was -40 yuan/ton, down 4.5 yuan/ton;石油焦利润 was -5.78 yuan/ton, up 18.58 yuan/ton;煤制气利润 was -73.83 yuan/ton, down 8.6 yuan/ton [1] - Float Glass: The current week's天然气浮法工艺利润 was -186.4 yuan/ton, up 5 yuan/ton;石油焦浮法工艺利润 was -5.78 yuan/ton, up 18.58 yuan/ton;煤炭浮法工艺利润 data was not shown this week [1] Basis & Spread - Soda Ash: The current week's基差 was -40 yuan/ton, up 23 yuan/ton; 1 - 5价差 was 83 yuan/ton, up 5 yuan/ton;纯碱 - 玻璃01价差 was 143 yuan/ton, down 42 yuan/ton;纯碱 - 玻璃05价差 was 76 yuan/ton, down 50 yuan/ton [1] - Float Glass: The current week's基差 was -153 yuan/ton, down 33 yuan/ton; 1 - 5价差 was 150 yuan/ton, up 13 yuan/ton [1]