纯碱&玻璃产业链周度数据-20260227

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - Not provided in the given content 3. Summary by Relevant Catalogs Supply - Soda Ash: The current week's soda ash开工率 is 85.04%, up 0.32% from the previous week; the产量 is 79.09 tons, up 0.28 tons; the重质产量 is 42.3 tons, up 0.32 tons; the轻质产量 is 36.79 tons, down 0.04 tons [1] - Float Glass: The开工率 remains unchanged at 70.610%; the产线条数 is 209, unchanged; the产量 is 103.8365 tons, up 0.24 tons [1] Inventory - Soda Ash: The厂内库存 is 189.44 tons, up 30.64 tons; the重质库存 is 89.59 tons, up 13.95 tons; the轻质库存 is 99.85 tons, up 16.69 tons; the库存可用天数 is 14.26 days, up 1.09 days [1] - Float Glass: The库存 is 7600.8 (unit not clear, assumed to be relevant unit), up 2065.6; the库存可用天数 is 33.8 days, up 9.4 days [1] Profit - Soda Ash: The天然气利润 is -142.26, up 24.29; the氨碱法毛利 is -90.15, down 0.9; the联产法毛利 is -1.5, up 31 [1] - Float Glass: The石油焦利润 remains at 43.93; the煤制气利润 is -30.79, down 1.92 [1] Basis & Spread - Soda Ash: The基差 is -40, up 10; the 1 - 5价差 is -109, up 1 [1] - Float Glass: The基差 is -31, up 30; the 1 - 5价差 is -159, down 4 [1] - Arbitrage: The纯碱 - glass 01价差 is 83, up 21; the纯碱 - glass 05价差 is 133, up 26 [1]