玻璃纯碱早报-20260130

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The report presents the price, production and sales, and profit data of glass and soda ash on different dates, as well as the inventory situation of the soda ash industry [2] 3. Summary by Relevant Catalogs Glass Price - From January 22 to January 29, 2026, the prices of some glass products in different regions showed different degrees of change. For example, the price of 5mm large - plate glass in Shahe Great Wall increased from 976.0 to 984.0, with a weekly increase of 8.0; FG05 contract price increased from 1057.0 to 1087.0, with a weekly increase of 30.0 and a daily increase of 20.0 [2] Production and Sales - The production and sales rate of glass in different regions varies. Shahe is 110, Hubei is 85, East China is 92, and South China is 82 [2] Profit - The profit of glass production in different regions and different production methods also changes. For example, the profit of North China coal - fired glass decreased from 87.9 to 83.0, with a weekly decrease of 1.9 and a daily decrease of 4.9; the 05FG disk natural gas profit increased from - 289.8 to - 275.3, with a weekly increase of 21.8 and a daily increase of 14.5 [2] Soda Ash Price - From January 22 to January 29, 2026, the prices of soda ash products in different regions and contracts changed. For example, the price of Shahe heavy soda increased from 1150.0 to 1180.0, with a weekly increase of 30.0 and a daily increase of 20.0; SA05 contract price increased from 1185.0 to 1224.0, with a weekly increase of 39.0 and a daily increase of 26.0 [2] Industry Inventory - The inventory of the soda ash industry's middle and upstream decreased slightly [2] Profit - The profit of soda ash production in different production methods changed. For example, the profit of North China ammonia - soda method increased from - 193.8 to - 175.1, with a weekly increase of 35.5 and a daily increase of 18.7; the profit of North China combined - soda method increased from - 255.5 to - 227.0, with a weekly increase of 66.4 and a daily increase of 28.5 [2]