Group 1 - The glass futures market is experiencing a strong upward trend, with the main contract reaching a high of 1040.00 CNY/ton and a price increase of approximately 5.97% [1] - Recent production adjustments include one production line being shut down and two lines resuming operations, leading to a slight decrease in weekly melting volume [1] - Inventory levels are showing mixed trends, with notable reductions in North China and slight decreases in East China, while other regions are experiencing small accumulations [1] Group 2 - The fundamental outlook for glass remains weak, with high inventory levels and expectations of reduced demand due to the rainy season [2] - The daily melting volume needs to drop below 154,000 tons to meet seasonal inventory reduction targets, indicating pressure on production [2] - Long-term demand for glass is expected to remain subdued due to the ongoing adjustment cycle in the real estate sector, with a significant year-on-year decline in housing completion areas [2]
高库存压力不减 玻璃主力围绕1000元关口运行
Jin Tou Wang·2025-07-02 05:45