Group 1 - Glass futures experienced a sharp decline, with the main contract dropping to a low of 1013.00 yuan and closing at 1018.00 yuan, reflecting a decrease of 1.26% [1] - Various institutions have differing views on the glass market outlook, with Hualian Futures suggesting a short-selling strategy during rebounds, while Zhonghui Futures emphasizes the importance of the 1000 yuan support level [2][3] - Fangzheng Zhongqi Futures indicates that the main contract has a support range of 900-950 yuan, highlighting the potential for increased production if industry profits rise, despite high inventory levels [3] Group 2 - Hualian Futures notes that the glass market has seen a slight recovery in production and sales, but the overall supply-demand fundamentals remain weak, with high inventory levels persisting [2] - Zhonghui Futures points out that the domestic capacity reduction policies are expected to boost market sentiment, but the reality of demand constraints remains a concern [3] - Fangzheng Zhongqi Futures suggests that the glass market may have more elasticity compared to steel, particularly due to urban renewal projects, and recommends a strategy of long positions in glass while shorting rebar [3]
部分产线承受一定亏损压力 玻璃维持反弹做空思路
Jin Tou Wang·2025-07-07 07:03