纯碱&玻璃产业链周度数据-20260213

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - Not provided in the content 3. Summaries by Relevant Catalogs Supply - Soda Ash: The current week's soda ash开工率 is 85.18%, up 1.93 from the previous value; the产量 is 79.23 tons, up 1.8; the重质产量 is 42.84 tons, up 1.44; the轻质产量 is 36.39 tons, up 0.36 [1] - Glass: The current week's glass开工率 is 71.090%, down 0.773 from the previous value; the产线条数 is 209, down 2; the产量 is 104.5165 tons, down 1.06 [1] Inventory - Soda Ash: The current week's soda ash厂内库存 is 158.8 tons, up 0.69; the重质库存 is 75.64 tons, up 1.03; the轻质库存 is 83.16 tons, down 0.34; the库存可用天数 is 13.17 days, up 0.06 [1] - Glass: The current week's glass库存 is 5535.2 (unit not clear), up 228.8; the库存可用天数 is 24.4 days, up 1.3 [1] Profit - Soda Ash: The ammonia - alkali method毛利 is -89.25 yuan/ton, down 0.45; the联产 method毛利 is -32.5 yuan/ton, down 3.5; the天然气利润 is -166.55 yuan/ton, up 1.42; the石油焦利润 is 43.93 yuan/ton, unchanged; the煤 - made gas利润 is -61.79 yuan/ton, up 6.13 [1] - Glass: Not provided in the content Basis & Spread - Soda Ash: The基差 is -50, up 10; the 1 - 5价差 is -116, down 16; the纯碱 - glass 01价差 is 56, down 7; the纯碱 - glass 05价差 is 97, down 24 [1] - Glass: The基差 is -55, up 23; the 1 - 5价差 is -157, up 1 [1]