纯碱&玻璃产业链周度数据-20260313

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No clear core viewpoints are presented in the given content 3. Summary by Related Catalogs Supply - Soda Ash: The soda ash开工率 increased by 0.23 percentage points to 87%, and the产量 was 80.92 million tons, a week - on - week increase of 0.22 million tons. The重质产量 decreased by 0.4 million tons to 42.83 million tons, while the轻质产量 increased by 0.62 million tons to 38.09 million tons. The number of production lines decreased by 1 to 209 [1] - Glass: The glass开工率 increased by 0.24 percentage points to 71.050%, and the产量 was 103.3275 million tons, a week - on - week decrease of 0.64 million tons [1] Inventory - Soda Ash: The厂内库存 decreased by 1.55 million tons to 193.17 million tons. The重质库存 decreased by 0.18 million tons to 91.81 million tons, and the轻质库存 decreased by 1.37 million tons to 101.36 million tons. The库存可用天数 decreased by 0.11 days to 14.54 days [1] - Glass: The库存 decreased by 378.8 million weight - boxes to 7584.9 million weight - boxes, and the库存可用天数 decreased by 1.4 days to 33.9 days [1] Profit - Soda Ash: The氨碱法毛利 increased by 56.45 yuan/ton to - 26.2 yuan/ton, and the联产法毛利 increased by 168.5 yuan/ton to 166 yuan/ton. The天然气利润 decreased by 1.57 yuan/ton to - 106.69 yuan/ton, and the煤制气利润 decreased by 3.09 yuan/ton to - 39.38 yuan/ton [1] - Glass: The石油焦利润 decreased by 34.29 yuan/ton to - 7.5 yuan/ton [1] Basis & Spread - Soda Ash: The基差 decreased by 5 to - 20, the 1 - 5价差 decreased by 13 to - 107, the纯碱 - glass01价差 decreased by 16 to 77, and the纯碱 - glass05价差 decreased by 27 to 143 [1] - Glass: The基差 decreased by 41 to - 73, and the 1 - 5价差 decreased by 2 to - 173 [1]