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纯碱、玻璃日报-20250821
Jian Xin Qi Huo· 2025-08-21 06:11
Group 1: Report Overview - The report is a daily report on the soda ash and glass industries, dated August 21, 2024 [1][2] - The energy and chemical research team of CCB Futures includes researchers for different products, with Feng Zeren responsible for glass and soda ash [4] Group 2: Market Review and Operation Suggestions Soda Ash - On August 20, the main soda ash futures contract SA601 declined for four consecutive days, closing at 1309 yuan/ton, down 69 yuan/ton or 5.00%, with a daily reduction of 62,895 lots [8] - Fundamentally, short - term production increased and inventory remained high. Weekly soda ash production rose to 761,300 tons, a 2.24% week - on - week increase. Factory inventory reached 1.8938 million tons, a 1.54% increase. Terminal demand for photovoltaic glass decreased, and the supply - demand imbalance remained. The market is expected to be weak [8] Glass - As of August 15, 2025, the national float glass daily melting volume was 159,600 tons, and the capacity utilization rate was 79.78%. The order days of deep - processing enterprises increased slightly, but inventory increased more. The industry fundamentals deteriorated, and the price rebound was restricted. The short - term trend is expected to be weak [9] Group 3: Data Summary - The report provides data on the trading of soda ash and glass futures on August 20, including opening price, high price, low price, closing price, change, change rate, open interest, and open interest change for different contracts [7] - It also includes various charts such as the price trends of active contracts for soda ash and glass, soda ash weekly production, soda ash enterprise inventory, central China heavy soda market price, and flat glass production [11][16][14]