纯碱&玻璃产业链
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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].