玻璃尾盘跌幅突然扩大逼近新低，分析师对后市看法不一，玻璃该抄底还是继续看空？

Core Viewpoint - The glass market is experiencing a decline in prices and demand, with significant inventory shifts and cautious market sentiment impacting future performance [1][2]. Group 1: Price Trends - The spot price of 5.00mm float glass in North China fell by 50 yuan to 1190 yuan/ton, reflecting a broader trend of price reductions across various regions [1]. - In East China, prices in Shandong and Jiangsu decreased by 40 yuan/ton, while other areas maintained stable quotes but experienced discounts in actual transactions [1]. Group 2: Inventory and Production - National float glass inventory has decreased for six consecutive weeks, reaching 59.499 million weight boxes, the lowest in six months, although the rate of decline has slowed [1]. - The capacity utilization rate in the float glass industry increased by 0.3 percentage points to 79.78%, with a daily melting capacity of 159,600 tons, both reaching new highs for the year [2]. Group 3: Market Sentiment and Demand - Market participants are exhibiting a cautious outlook, with weak sales and a lack of confidence in future demand, particularly in the real estate sector [1]. - Analysts suggest that while production profits are recovering, terminal demand remains stagnant, indicating a potential imbalance in the market [2]. Group 4: Future Outlook - The market is expected to enter a phase where prices are determined by fundamental factors, with predictions of wide fluctuations and a generally bearish sentiment [2]. - There is a recommendation for market participants to adopt a wait-and-see approach, with a focus on supply-side capacity changes and improvements in terminal orders [2].