纯碱&玻璃产业链
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纯碱&玻璃产业链周度数据-20260109
Guan Tong Qi Huo· 2026-01-09 05:28
本期 前值 周变动 本期 前值 周变动 开工率 84.39 79.96 4.43 开工率 71.954 73.036 -1.081 产量 75.36 69.71 5.65 产线条数 212 214 -2 重质产量 40.45 37.1 3.35 产量 105.9245 107.3375 -1.413 轻质产量 34.91 32.61 2.3 厂内库存 157.27 140.83 16.44 库存 5551.8 5686.6 -134.8 重质库存 73.62 67.61 6.01 库存可用天数 24.1 25.6 -1.5 轻质库存 83.65 73.22 10.43 库存可用天数 13.04 11.68 1.36 产销率 78.18 104.33 -26.15 天然气利润 -186.4 -191.4 5 氨碱法毛利 -57.85 -95.4 37.55 石油焦利润 -5.78 -24.36 18.58 联产法毛利 -40 -35.5 -4.5 煤制气利润 -73.83 -65.23 -8.6 基差 -40 -63 23 基差 -153 -120 -33 1-5价差 83 78 5 1-5价差 150 137 ...
纯碱&玻璃产业链周度数据-20251212
Guan Tong Qi Huo· 2025-12-12 06:08
本期 前值 周变动 本期 前值 周变动 开工率 84.35 80.74 3.61 开工率 73.844 73.627 0.217 产量 73.54 70.39 3.15 产线条数 219 218 1 重质产量 39.78 38.15 1.63 产量 108.4895 108.5095 -0.02 轻质产量 33.76 32.24 1.52 厂内库存 149.43 153.86 -4.43 库存 5822.7 5944.2 -121.5 重质库存 79.05 81.08 -2.03 库存可用天数 26.3 26.8 -0.5 轻质库存 70.38 72.78 -2.4 库存可用天数 12.39 12.76 -0.37 产销率 106.02 106.93 -0.91 天然气利润 -196.42 -223 26.58 氨碱法毛利 -67.6 -68.5 0.9 石油焦利润 35.64 21.36 14.28 联产法毛利 -49 -98.5 49.5 煤制气利润 6.51 6.52 -0.01 基差 10 -30 40 基差 71 47 24 1-5价差 50 70 -20 1-5价差 97 121 -24 品种套利 ...
纯碱&玻璃产业链周度数据-20251121
Guan Tong Qi Huo· 2025-11-21 06:41
Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - No relevant content Group 3: Summary by Relevant Catalogs Supply - For soda ash, the current week's开工率 is 82.68%, a decrease of 2.12% from the previous value; the产量 is 72.09 (unit not specified, presumably in a certain quantity), a decrease of 1.83 from the previous value; the重质产量 is 39.62, a decrease of 1.47 from the previous value; the轻质产量 is 32.47, a decrease of 0.36 from the previous value [1]. - For glass, the current week's开工率 is 74.854%, a decrease of 0.146% from the previous value; the产线条数 remains 222; the产量 is 111.0195 (unit not specified, presumably in a certain quantity), a decrease of 0.375 from the previous value [1]. Inventory - For soda ash, the厂内库存 is 164.44 (unit not specified, presumably in a certain quantity), a decrease of 6.29 from the previous value; the重质库存 is 88.73, a decrease of 1.98 from the previous value; the轻质库存 is 75.71, a decrease of 4.31 from the previous value; the库存可用天数 is 13.63 days, a decrease of 0.53 days from the previous value [1]. - For glass, the库存 is 6330.3 (unit not specified, presumably in a certain quantity), an increase of 5.6 from the previous value; the库存可用天数 remains 27.5 days [1]. Profit - For soda ash, the氨碱法毛利 is -38.5 (unit not specified, presumably in yuan/ton), a decrease of 15 from the previous value; the联产法毛利 is -153.5 (unit not specified, presumably in yuan/ton), an increase of 28.5 from the previous value [1]. - For glass, the天然气利润 is -206.84 (unit not specified, presumably in yuan/ton), a decrease of 19.14 from the previous value; the石油焦利润 is 8.52 (unit not specified, presumably in yuan/ton), a decrease of 24 from the previous value; the煤制气利润 is 25.79 (unit not specified, presumably in yuan/ton), a decrease of 25.47 from the previous value [1]. Basis & Spread - For soda ash, the基差 is -30, an increase of 15 from the previous value; the 1 - 5价差 is 74, an increase of 8 from the previous value; the纯碱 - glass 01价差 is 169, a decrease of 14 from the previous value; the纯碱 - glass 05价差 is 113, a decrease of 19 from the previous value [1]. - For glass, the基差 is 81, an increase of 33 from the previous value; the 1 - 5价差 is 130, an increase of 13 from the previous value [1].
纯碱&玻璃产业链周度数据-20251114
Guan Tong Qi Huo· 2025-11-14 05:45
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View No information provided. 3. Summary by Relevant Catalogs Supply - **Soda Ash**: The current week's开工率 was 84.8%, a decrease of 0.87 from the previous week; the产量 was 73.92 (unit not specified), a decrease of 0.76; the重质产量 was 41.09, a decrease of 0.39; the轻质产量 was 32.83, a decrease of 0.37 [1]. - **Glass**: The current week's开工率 was 75.000%, a decrease of 0.916 from the previous week; the产线条数 remained at 222; the产量 was 111.3945 (unit not specified), a decrease of 1.214 [1]. Inventory - **Soda Ash**: The厂内库存 was 170.73 (unit not specified), a decrease of 0.69; the重质库存 was 90.71, an increase of 0.75; the轻质库存 was 80.02, a decrease of 1.44; the库存可用天数 was 14.16, a decrease of 0.05 [1]. - **Glass**: The库存 was 6324.7 (unit not specified), an increase of 11.1; the库存可用天数 was 27.5, an increase of 0.4 [1]. Profit - **Soda Ash**: The氨碱法毛利 was -23.5, an increase of 20; the联产法毛利 was -182, a decrease of 8; the天然气利润 was -187.7, a decrease of 15; the石油焦利润 was 32.52, an increase of 34.29; the煤制气利润 was 51.26, a decrease of 26.84 [1]. - **Glass**: No profit data was provided in the text, but the profit data of different production processes such as天然气浮法工艺,石油焦浮法工艺, and煤炭浮法工艺 were presented in the chart [1]. Basis & Spread - **Soda Ash**: The基差 was -45, an increase of 5; the 1 - 5价差 was 66, a decrease of 20; the纯碱 - glass 01价差 was 183, an increase of 77; the纯碱 - glass 05价差 was 132, an increase of 66 [1]. - **Glass**: The基差 was 48, an increase of 23; the 1 - 5价差 was 117, a decrease of 9 [1].