玻璃纯碱早报-20260114

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report presents the latest price, production and sales, and inventory data of glass and soda ash, providing a basis for market analysis and investment decisions [2]. 3. Summary by Related Catalogs Glass - Price Changes: From January 6th to January 13th, 2026, prices of various glass products in different regions showed varying degrees of change. For example, the price of 5mm large - plate glass from Shahe Anquan increased from 959.0 to 996.0, with a weekly change of 37.0 and no daily change on January 13th. FG05 contract price had a weekly change of 4.0 and a daily change of - 47.0 [2]. - Production and Sales: Shahe's glass production - sales ratio was 110, Hubei's was 112, East China's was 93, and South China's was 125. Shahe factories had high production - sales, with middle - stream buyers purchasing. Shahe traders' prices were around 984, with average sales. Hubei factories raised prices to around 990, with good sales [2]. - Profit and Cost: North China's coal - fired glass profit increased from 64.9 to 94.4, with a weekly change of 29.5 and a daily change of 6.3. The cost of North China's coal - fired glass had a weekly change of 8.5 and a daily change of - 6.3 [2]. Soda Ash - Price Changes: From January 6th to January 13th, 2026, prices of different types of soda ash in various regions changed. For instance, the price of Shahe heavy soda decreased from 1190.0 to 1150.0 on January 13th, with a daily change of - 40.0. SA05 contract price had a weekly change of 22.0 and a daily change of - 27.0 [2]. - Industry Situation: Upstream inventory of soda ash slightly decreased, and the output of Yuanxing's second - phase project increased. The spot price of heavy soda at Hebei delivery warehouses was around 1130, and the price delivered to Shahe was around 1150 [2]. - Profit and Cost: North China's ammonia - soda method profit decreased from - 181.2 to - 211.8, with a weekly change of 11.7 and a daily change of - 30.6. North China's combined - soda method profit decreased from - 269.8 to - 303.0, with a weekly change of - 25.7 and a daily change of - 33.2 [2].