纯碱&玻璃产业链周度数据-20260116

Group 1: Report Overview - Report Title: "Soda Ash & Glass Industry Chain Weekly Data" [1] - Report Date: January 16, 2026 [1] Group 2: Soda Ash Weekly Data Supply -开工率 increased from 84.39% to 86.82%, a week - on - week increase of 2.43% [2] -产量 rose from 75.36 tons to 77.53 tons, an increase of 2.17 tons [2] -重质产量 increased from 40.45 tons to 41.38 tons, an increase of 0.93 tons [2] -轻质产量 increased from 34.91 tons to 36.15 tons, an increase of 1.24 tons [2] Inventory -厂内库存 increased from 157.27 tons to 157.5 tons, an increase of 0.23 tons [2] -重质库存 increased from 73.62 tons to 73.8 tons, an increase of 0.18 tons [2] -轻质库存 increased from 83.65 tons to 83.7 tons, an increase of 0.05 tons [2] -库存可用天数 increased from 13.04 days to 13.06 days, an increase of 0.02 days [2] Profit -产销率 increased from 78.18% to 99.7%, a week - on - week increase of 21.52% [2] -氨碱法毛利 decreased from - 57.85 yuan/ton to - 96.3 yuan/ton, a decrease of 38.45 yuan/ton [2] -联产法毛利 decreased from - 40 yuan/ton to - 44 yuan/ton, a decrease of 4 yuan/ton [2] Basis & Spread -基差 decreased from - 40 yuan/ton to - 50 yuan/ton, a decrease of 10 yuan/ton [2] -1 - 5价差 decreased from 83 yuan/ton to 77 yuan/ton, a decrease of 6 yuan/ton [2] Variety Arbitrage -纯碱 - 玻璃01价差 increased from 143 yuan/ton to 175 yuan/ton, an increase of 32 yuan/ton [2] -纯碱 - 玻璃05价差 increased from 76 yuan/ton to 107 yuan/ton, an increase of 31 yuan/ton [2] Group 3: Glass Weekly Data Supply -开工率 decreased from 71.954% to 71.38%, a week - on - week decrease of 0.574% [2] -产线条数 remained unchanged at 212 [2] -产量 decreased from 105.9245 tons to 105.2315 tons, a decrease of 0.693 tons [2] Inventory -库存 decreased from 5551.8 tons to 5301.3 tons, a decrease of 250.5 tons [2] -库存可用天数 decreased from 24.1 days to 23 days, a decrease of 1.1 days [2] Profit -天然气利润 increased from - 186.4 yuan/ton to - 164.4 yuan/ton, an increase of 22 yuan/ton [2] -石油焦利润 increased from - 5.78 yuan/ton to 3.93 yuan/ton, an increase of 9.71 yuan/ton [2] -煤制气利润 increased from - 73.83 yuan/ton to - 69.01 yuan/ton, an increase of 4.82 yuan/ton [2] Basis & Spread -基差 increased from - 153 yuan/ton to - 84 yuan/ton, an increase of 69 yuan/ton [2] -1 - 5价差 decreased from 150 yuan/ton to 145 yuan/ton, a decrease of 5 yuan/ton [2]