纯碱&玻璃产业链周度数据-20260123

1. Report Industry Investment Rating No information provided. 2. Core Viewpoint No information provided. 3. Summary by Relevant Catalogs 3.1 Supply - Soda Ash: The current week's soda ash production rate is 86.42%, a decrease of 0.4% from the previous value; the output is 77.17 tons, a decrease of 0.36 tons; the heavy - quality output is 41.29 tons, a decrease of 0.09 tons; the light - quality output is 35.88 tons, a decrease of 0.27 tons [2]. - Glass: The current week's glass production rate is 71.620%, an increase of 0.137% from the previous value; the number of production lines is 212, unchanged; the output is 105.5215 tons, an increase of 0.29 tons [2]. 3.2 Inventory - Soda Ash: The in - factory inventory is 152.12 tons, a decrease of 5.38 tons; the heavy - quality inventory is 69.67 tons, a decrease of 4.13 tons; the light - quality inventory is 82.45 tons, a decrease of 1.25 tons; the inventory available days are 12.61 days, a decrease of 0.45 days [2]. - Glass: The inventory is 5321.58 tons, an increase of 20.28 tons; the inventory available days are 23.1 days, an increase of 0.1 days [2]. 3.3 Profit - Soda Ash: The production - sales rate is 106.98%, an increase of 7.28% from the previous value; the ammonia - soda process gross profit is - 96.3 yuan/ton, unchanged; the co - production process gross profit is - 40 yuan/ton, an increase of 4 yuan/ton [2]. - Glass: The natural gas profit is - 158.69 yuan/ton, an increase of 5.71 yuan/ton; the petroleum coke profit is - 1.78 yuan/ton, a decrease of 5.71 yuan/ton; the coal - gas profit is - 65.11 yuan/ton, an increase of 3.9 yuan/ton [2]. 3.4 Basis and Spread - Soda Ash: The basis is - 35, an increase of 15 from the previous value; the 1 - 5 spread is - 102, a decrease of 179 from the previous value; the soda ash - glass 01 spread is 74, a decrease of 101 from the previous value; the soda ash - glass 05 spread is 128, an increase of 21 from the previous value [2]. - Glass: The basis is - 64, an increase of 20 from the previous value; the 1 - 5 spread is - 156, a decrease of 301 from the previous value [2].