| | | | | | | 玻璃纯碱日度数据 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | 研究中心能化团队 | | 2026/1/7 | | | | 玻 璃 | | | | | | | 纯 碱 | | | | | 2025/12/30 2026/1/5 | | | 2026/1/6 周度变化 日度变化 | | | 2025/12/30 2026/1/5 | | 2026/1/6 | 周度变化 | 日度变化 | | 沙河5mm 大板低价 | 950.0 | 946.0 | 946.0 | -4.0 | 0.0 | 沙河重碱 1150.0 | | 1140.0 | 1150.0 | 0.0 | 10.0 | | 湖 北 大板低价 | 970.0 | 970.0 | 970.0 | 0.0 | 0.0 | SA05合 约 | 1213.0 | 1177.0 | 1190.0 | -23.0 | 13.0 | | FG05合 约 | 1087.0 | ...

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints The report presents the latest prices, profit margins, and market conditions of glass and soda ash in different regions, including price changes, production and sales, and inventory trends. 3. Summary by Category Glass - **Price Information**: From November 21 to November 28, 2025, the prices of 5mm glass in various regions showed different trends. For example, the price of 5mm large - plate glass from Shahe Anquan increased from 1044.0 to 1061.0, and the price of FG05 contract rose from 1141.0 to 1170.0 [1]. - **Profit Margin**: The profit margins of glass production using different energy sources also changed. The profit of North China coal - fired glass increased from 78.5 to 112.7, while the profit of South China natural gas - fired glass remained at - 188.1 [1]. - **Market Conditions**: The production and sales of glass factories in Shahe have recently strengthened, but the sales of traders are average. In Hubei, the transaction of factories has improved, but the mid - stream transaction has weakened. The production and sales rates in Shahe, Hubei, East China, and South China are 162, 162, 111, and 116 respectively [1]. Soda Ash - **Price Information**: From November 21 to November 28, 2025, the prices of heavy soda ash in different regions changed. For example, the price of heavy soda ash in Shahe increased from 1140.0 to 1160.0, and the price of SA01 contract rose from 1170.0 to 1177.0 [1]. - **Profit Margin**: The profit margins of soda ash production using different methods also changed. The profit of North China ammonia - soda method increased from - 338.4 to - 297.0, while the profit of North China combined - soda method changed from - 445.6 to - 448.5 [1]. - **Market Conditions**: The spot price of heavy soda ash in Hebei's delivery warehouses is around 1130, and the price delivered to Shahe is around 1150. The inventory of the mid - upstream of the soda ash industry continues to decline [1].

| | | | | | 纯 碱 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/7/21 | | 2025/7/25 | | 2025/7/28 周度变化 日度变化 | | | 2025/7/21 | 2025/7/25 | | 2025/7/28 周度变化 日度变化 | | | 沙河重碱 | 1280.0 | 1430.0 | 1300.0 | 20.0 | -130.0 | SA05合 约 | 1390.0 | 1539.0 | 1417.0 | 27.0 | -122.0 | | 华中重碱 | 1200.0 | 1340.0 | 1280.0 | 80.0 | -60.0 | SA01合约 | 1354.0 | 1516.0 | 1387.0 | 33.0 | -129.0 | | 华南重碱 | 1400.0 | 1450.0 | 1450.0 | 50.0 | 0.0 | SA09合约 | 1295.0 | 1440.0 | 1316.0 | 21.0 | -1 ...