Group 1 - The glass futures market is experiencing a strong upward trend, with the main contract reaching a high of 1370.00 CNY/ton, reflecting an increase of approximately 6.66% [1] - One德期货 indicates that the inventory reduction is exceeding expectations, and there is an anticipated improvement in demand during the peak season, driving prices [1] - New Century Futures notes that while deep processing orders for glass have slightly weakened, speculative demand remains strong due to rising prices [2] Group 2 - Supply pressures are expected to persist as production is projected to increase following the ignition of production lines, with a need for daily melting volume to drop below 15.4 million tons to meet seasonal inventory reduction [2] - 金信期货 highlights that there has not been a significant loss in supply-side cold repairs, and the market is currently driven more by news and sentiment rather than fundamental changes [2] - The real estate sector is still in an adjustment phase, with a significant year-on-year decline in housing completion area, making it difficult for glass demand to rebound significantly [2]
需求旺季存在环比改善预期 玻璃期货盘面继续攀升
Jin Tou Wang·2025-07-25 07:06