纯碱&玻璃产业链周度数据-20260327

Group 1: Report Information - The report is about the weekly data of the soda ash & glass industry chain, dated March 27, 2026 [1] Group 2: Soda Ash Weekly Data - Supply: The current week's soda ash开工率 is 81.87%, a decrease of 4.51% from the previous week; the产量 is 77.54 tons, a decrease of 4.27 tons; the重质产量 is 40.74 tons, a decrease of 2.66 tons; the轻质产量 is 36.8 tons, a decrease of 1.61 tons [2] - Inventory: The厂内库存 is 185.19 tons, a decrease of 0.19 tons; the重质库存 is 90.53 tons, an increase of 1.46 tons; the轻质库存 is 94.66 tons, a decrease of 1.65 tons; the库存可用天数 is 13.69 days, a decrease of 0.01 days [2] - Profit: The产销率 is 100.23%, a decrease of 9.4%; the氨碱法毛利 is -26.2 yuan/ton, a decrease of 0.9 yuan/ton; the联产法毛利 is 215 yuan/ton, a decrease of 12.5 yuan/ton [2] - Basis & Spread: The基差 is -20, a decrease of 10; the 1 - 5价差 is -136, a decrease of 17; the纯碱 - glass 01价差 is 84, an increase of 6; the纯碱 - glass 05价差 is 189, an increase of 37 [2] Group 3: Glass Weekly Data - Supply: The开工率 is 70.119%, a decrease of 0.437%; the产线条数 remains 207; the产量 is 101.4475 tons, a decrease of 0.785 tons [2] - Inventory: The库存 is 7362.2 tons, a decrease of 81.4 tons; the库存可用天数 is 33.6 days, a decrease of 0.1 days [2] - Profit: The天然气利润 is -83.55 yuan/ton, an increase of 3.57 yuan/ton; the石油焦利润 is -36.07 yuan/ton, a decrease of 14.29 yuan/ton; the煤制气利润 is -22.95 yuan/ton, a decrease of 0.71 yuan/ton [2] - Basis & Spread: The基差 is -9, an increase of 12; the 1 - 5价差 is -241, a decrease of 48 [2]