玻璃生产企业库存或缓慢下降

Group 1 - The core viewpoint indicates that the glass spot prices remain stable, with some regions experiencing a slight increase in transaction volume, particularly in the Shahe area where some companies have achieved a production-sales rate exceeding 200% [1] - The current national float glass production lines total 285, with 220 in operation, and a daily melting capacity of 157,255 tons, which is a decrease of 1,800 tons compared to the previous period [1] - The industry's capacity utilization rate stands at 80.63%, which is relatively low compared to the same period over the past five years, and the total capacity has decreased by nearly 9% following consecutive losses last year [1] Group 2 - On the demand side, there is no effective recovery in orders, leading to a pessimistic outlook among downstream processing enterprises, which are maintaining a low-price procurement strategy based on demand [1] - The current inventory structure shows that due to the continuous decline in glass spot prices, some prices have fallen below production costs, resulting in a majority of midstream inventory being depleted [1] - The overall supply-demand balance remains loose, and if the market prices remain significantly below production costs, the industry may face forced supply reductions in the future [2]