本期 前值 周变动 本期 前值 周变动 开工率 85.04 84.72 0.32 开工率 70.610 70.610 0.000 产量 79.09 78.81 0.28 产线条数 209 209 0 重质产量 42.3 41.98 0.32 产量 103.8365 103.5965 0.24 轻质产量 36.79 36.83 -0.04 厂内库存 189.44 158.8 30.64 库存 7600.8 5535.2 2065.6 重质库存 89.59 75.64 13.95 库存可用天数 33.8 24.4 9.4 轻质库存 99.85 83.16 16.69 库存可用天数 14.26 13.17 1.09 产销率 61.12 99.13 -38.01 天然气利润 -142.26 -166.55 24.29 氨碱法毛利 -90.15 -89.25 -0.9 石油焦利润 43.93 43.93 0 联产法毛利 -1.5 -32.5 31 煤制气利润 -30.79 -28.87 -1.92 基差 -40 -50 10 基差 -31 -61 30 1-5价差 -109 -110 1 1-5价差 -159 -155 ...

本期 前值 周变动 本期 前值 周变动 开工率 85.18 83.25 1.93 开工率 71.090 71.863 -0.773 产量 79.23 77.43 1.8 产线条数 209 211 -2 重质产量 42.84 41.4 1.44 产量 104.5165 105.5765 -1.06 轻质产量 36.39 36.03 0.36 厂内库存 158.8 158.11 0.69 库存 5535.2 5306.4 228.8 重质库存 75.64 74.61 1.03 库存可用天数 24.4 23.1 1.3 轻质库存 83.16 83.5 -0.34 库存可用天数 13.17 13.11 0.06 产销率 99.13 95.23 3.9 天然气利润 -166.55 -167.97 1.42 氨碱法毛利 -89.25 -88.8 -0.45 石油焦利润 43.93 43.93 0 联产法毛利 -32.5 -29 -3.5 煤制气利润 -61.79 -67.92 6.13 基差 -50 -60 10 基差 -55 -78 23 1-5价差 -116 -100 -16 1-5价差 -157 -158 1 品种 ...

本期 前值 周变动 本期 前值 周变动 开工率 84.19 86.42 -2.23 开工率 71.863 71.620 0.243 产量 78.31 77.17 1.14 产线条数 213 212 1 重质产量 42.11 41.29 0.82 产量 105.6965 105.6965 0 轻质产量 36.2 35.88 0.32 厂内库存 154.42 152.12 2.3 库存 5256.4 5321.58 -65.18 重质库存 71.61 69.67 1.94 库存可用天数 22.8 23.1 -0.3 轻质库存 82.81 82.45 0.36 库存可用天数 12.8 12.61 0.19 产销率 97.06 106.98 -9.92 天然气利润 -155.12 -158.69 3.57 氨碱法毛利 -88.35 -96.3 7.95 石油焦利润 1.07 -1.78 2.85 联产法毛利 -26.5 -40 13.5 煤制气利润 -68.5 -65.11 -3.39 基差 -40 -35 -5 基差 -81 -64 -17 1-5价差 -84 -102 18 1-5价差 -148 -156 8 品 ...

纯碱&玻璃产业链周度数据 研究咨询部 2026/1/23 | | | 纯碱周度数据 | | | 玻璃周度数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本期 | 前值 | 周变动 | | 本期 | 前值 | 周变动 | | 供给 | 开工率 | 86.42 | 86.82 | -0.4 | 开工率 | 71.620 | 71.483 | 0.137 0 | | | 产量 | 77.17 | 77.53 | -0.36 | 产线条数 | 212 | 212 | | | | 重质产量 | 41.29 | 41.38 | -0.09 | 产量 | | 105.5215 105.2315 | 0.29 | | | 轻质产量 | 35.88 | 36.15 | -0.27 | | | | | | 库存 | 厂内库存 | 152.12 | 157.5 | -5.38 | 库存 | 5321.58 | 5301.3 | 20.28 | | | 重质库存 | 69.67 | 73.8 | -4.13 | 库存可用天数 | 23. ...

Group 1: Report Overview - Report Title: "Soda Ash & Glass Industry Chain Weekly Data" [1] - Report Date: January 16, 2026 [1] Group 2: Soda Ash Weekly Data Supply -开工率 increased from 84.39% to 86.82%, a week - on - week increase of 2.43% [2] -产量 rose from 75.36 tons to 77.53 tons, an increase of 2.17 tons [2] -重质产量 increased from 40.45 tons to 41.38 tons, an increase of 0.93 tons [2] -轻质产量 increased from 34.91 tons to 36.15 tons, an increase of 1.24 tons [2] Inventory -厂内库存 increased from 157.27 tons to 157.5 tons, an increase of 0.23 tons [2] -重质库存 increased from 73.62 tons to 73.8 tons, an increase of 0.18 tons [2] -轻质库存 increased from 83.65 tons to 83.7 tons, an increase of 0.05 tons [2] -库存可用天数 increased from 13.04 days to 13.06 days, an increase of 0.02 days [2] Profit -产销率 increased from 78.18% to 99.7%, a week - on - week increase of 21.52% [2] -氨碱法毛利 decreased from - 57.85 yuan/ton to - 96.3 yuan/ton, a decrease of 38.45 yuan/ton [2] -联产法毛利 decreased from - 40 yuan/ton to - 44 yuan/ton, a decrease of 4 yuan/ton [2] Basis & Spread -基差 decreased from - 40 yuan/ton to - 50 yuan/ton, a decrease of 10 yuan/ton [2] -1 - 5价差 decreased from 83 yuan/ton to 77 yuan/ton, a decrease of 6 yuan/ton [2] Variety Arbitrage -纯碱 - 玻璃01价差 increased from 143 yuan/ton to 175 yuan/ton, an increase of 32 yuan/ton [2] -纯碱 - 玻璃05价差 increased from 76 yuan/ton to 107 yuan/ton, an increase of 31 yuan/ton [2] Group 3: Glass Weekly Data Supply -开工率 decreased from 71.954% to 71.38%, a week - on - week decrease of 0.574% [2] -产线条数 remained unchanged at 212 [2] -产量 decreased from 105.9245 tons to 105.2315 tons, a decrease of 0.693 tons [2] Inventory -库存 decreased from 5551.8 tons to 5301.3 tons, a decrease of 250.5 tons [2] -库存可用天数 decreased from 24.1 days to 23 days, a decrease of 1.1 days [2] Profit -天然气利润 increased from - 186.4 yuan/ton to - 164.4 yuan/ton, an increase of 22 yuan/ton [2] -石油焦利润 increased from - 5.78 yuan/ton to 3.93 yuan/ton, an increase of 9.71 yuan/ton [2] -煤制气利润 increased from - 73.83 yuan/ton to - 69.01 yuan/ton, an increase of 4.82 yuan/ton [2] Basis & Spread -基差 increased from - 153 yuan/ton to - 84 yuan/ton, an increase of 69 yuan/ton [2] -1 - 5价差 decreased from 150 yuan/ton to 145 yuan/ton, a decrease of 5 yuan/ton [2]

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Relevant Catalogs Supply - **Soda Ash**: The current week's soda ash开工率 was 84.39%, up 4.43 percentage points from the previous week;产量 was 75.36 tons, up 5.65 tons;重质产量 was 40.45 tons, up 3.35 tons;轻质产量 was 34.91 tons, up 2.3 tons; the number of production lines decreased by 2 to 212 [1] - **Float Glass**: The current week's开工率 was 71.954%, down 1.081 percentage points from the previous week;产量 was 105.9245 tons, down 1.413 tons [1] Inventory - **Soda Ash**: The current week's厂内库存 was 157.27 tons, up 16.44 tons;重质库存 was 73.62 tons, up 6.01 tons;轻质库存 was 83.65 tons, up 10.43 tons;库存可用天数 was 13.04 days, up 1.36 days [1] - **Float Glass**: The current week's库存 was 5551.8万重量箱, down 134.8万重量箱;库存可用天数 was 24.1 days, down 1.5 days [1] Profit - **Soda Ash**: The current week's天然气利润 was -186.4 yuan/ton, up 5 yuan/ton;氨碱法毛利 was -57.85 yuan/ton, up 37.55 yuan/ton;联产法毛利 was -40 yuan/ton, down 4.5 yuan/ton;石油焦利润 was -5.78 yuan/ton, up 18.58 yuan/ton;煤制气利润 was -73.83 yuan/ton, down 8.6 yuan/ton [1] - **Float Glass**: The current week's天然气浮法工艺利润 was -186.4 yuan/ton, up 5 yuan/ton;石油焦浮法工艺利润 was -5.78 yuan/ton, up 18.58 yuan/ton;煤炭浮法工艺利润 data was not shown this week [1] Basis & Spread - **Soda Ash**: The current week's基差 was -40 yuan/ton, up 23 yuan/ton; 1 - 5价差 was 83 yuan/ton, up 5 yuan/ton;纯碱 - 玻璃01价差 was 143 yuan/ton, down 42 yuan/ton;纯碱 - 玻璃05价差 was 76 yuan/ton, down 50 yuan/ton [1] - **Float Glass**: The current week's基差 was -153 yuan/ton, down 33 yuan/ton; 1 - 5价差 was 150 yuan/ton, up 13 yuan/ton [1]

Report Industry Investment Rating - No relevant information provided Core Viewpoints - No core viewpoints are explicitly stated in the report Summary by Related Catalogs Supply - The current week's soda ash开工率 is 84.35%, up 3.61 from the previous value, and the产量 is 73.54 tons, up 3.15 tons. The heavy产量 is 39.78 tons, up 1.63 tons, and the light产量 is 33.76 tons, up 1.52 tons. The current week's float glass开工率 is 73.844%, up 0.217 from the previous value, the number of production lines is 219, up 1, and the产量 is 108.4895 tons, down 0.02 tons [1] Inventory - The current week's soda ash厂内库存 is 149.43 tons, down 4.43 tons. The heavy库存 is 79.05 tons, down 2.03 tons, and the light库存 is 70.38 tons, down 2.4 tons. The库存可用天数 is 12.39 days, down 0.37 days. The current week's float glass库存 is 5822.7 ten thousand weight boxes, down 121.5 ten thousand weight boxes, and the库存可用天数 is 26.3 days, down 0.5 days [1] Profit - The current week's soda ash天然气利润 is -196.42 yuan/ton, up 26.58 yuan/ton. The氨碱法毛利 is -67.6 yuan/ton, up 0.9 yuan/ton, the联产法毛利 is -49 yuan/ton, up 49.5 yuan/ton. The float glass石油焦利润 is 35.64 yuan/ton, up 14.28 yuan/ton, the煤制气利润 is 6.51 yuan/ton, down 0.01 yuan/ton [1] Basis & Spread - The current week's soda ash基差 is 10, up 40 from the previous value, the 1 - 5价差 is 50, down 20. The float glass基差 is 71, up 24, the 1 - 5价差 is 97, down 24. The纯碱 - glass 01价差 is 147, down 5, and the纯碱 - glass 05价差 is 100, down 1 [1]

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].

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].