政策刺激预期下 短期玻璃可能会维持重心小幅上移

Group 1 - Glass futures experienced a rapid increase, reaching a peak of 1108.00 yuan, with a current price of 1086.00 yuan, reflecting a rise of 2.16% [1] - Short-term outlook suggests that glass prices may maintain a slight upward trend due to improved market sentiment and reduced inventory levels, despite high inventory compared to last year [2] - The production profit for float glass varies, with coal gas production remaining profitable while oil coke and natural gas production face slight losses, which has not led to significant cold repairs in glass factories [2] Group 2 - The macroeconomic environment shows a mixed picture, with June CPI rising by 0.1% and PPI declining by 3.6%, indicating ongoing downward pressure on corporate profits [3] - The supply side of the glass industry remains stable with production levels at the bottom, while demand from the real estate sector continues to weaken, impacting overall market dynamics [3] - Short-term trading strategies suggest buying on dips, while long-term strategies recommend selling on highs due to limited rebound potential in the market [3]