Group 1 - Glass futures surged significantly, with the main contract reaching 1232.00 yuan/ton, an increase of 4.23% [1] - As of July 24, the daily production of float glass rose to 159,000 tons, marking a four-month high, while weekly production increased by 0.09% to 1,108,100 tons, a three-month high [2] - Hainan Development announced that its subsidiary, Haikong Sanxin, has recently reduced production by shutting down a 550-ton furnace and five deep processing production lines, raising concerns about the ability to procure sufficient glass raw materials for processing [2] Group 2 - New Lake Futures indicated that short-term macro policy sentiment has cooled, leading to significant market adjustments, with expectations of wide fluctuations in the future [3] - Donghai Futures reported that while glass daily melting volume saw a slight increase, supply pressure is growing due to the off-season, and there are expectations of production cuts in the glass industry [3] - Profit margins for float glass have increased week-on-week, but the market remains cautious due to potential shifts in trading logic and a return to fundamental conditions [3]
国内反内卷政策不断升级 玻璃短期价格有所支撑
Jin Tou Wang·2025-07-30 06:23