纯碱&玻璃产业链周度数据-20260130

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core View of the Report - No relevant information provided Group 3: Summary by Directory Supply - Soda Ash: The current week's soda ash开工率 is 84.19%, a decrease of 2.23 percentage points from the previous value; the产量 is 78.31 tons, an increase of 1.14 tons; the重质产量 is 42.11 tons, an increase of 0.82 tons; the轻质产量 is 36.2 tons, an increase of 0.32 tons [1] - Float Glass: The current week's float glass开工率 is 71.863%, an increase of 0.243 percentage points from the previous value; the产线条数 is 213, an increase of 1 compared to the previous value; the产量 remains unchanged at 105.6965 tons [1] Inventory - Soda Ash: The厂内库存 is 154.42 tons, an increase of 2.3 tons; the重质库存 is 71.61 tons, an increase of 1.94 tons; the轻质库存 is 82.81 tons, an increase of 0.36 tons; the库存可用天数 is 12.8 days, an increase of 0.19 days [1] - Float Glass: The库存 is 5256.4 ten thousand weight boxes, a decrease of 65.18 ten thousand weight boxes; the库存可用天数 is 22.8 days, a decrease of 0.3 days [1] Profit - Soda Ash: The ammonia - alkali method毛利 is - 88.35 yuan/ton, an increase of 7.95 yuan/ton; the co - production method毛利 is - 26.5 yuan/ton, an increase of 13.5 yuan/ton [1] - Float Glass: The natural gas profit is - 155.12 yuan/ton, an increase of 3.57 yuan/ton; the petroleum coke profit is 1.07 yuan/ton, an increase of 2.85 yuan/ton; the coal - gas profit is - 68.5 yuan/ton, a decrease of 3.39 yuan/ton [1] Basis & Spread - Soda Ash: The基差 is - 40, a decrease of 5; the 1 - 5价差 is - 84, an increase of 18; the纯碱 - glass01价差 is 73, a decrease of 1; the纯碱 - glass05价差 is 137, an increase of 9 [1] - Float Glass: The基差 is - 81, a decrease of 17; the 1 - 5价差 is - 148, an increase of 8 [1]