厂家累库放缓 玻璃有机会走出弱势区展开反弹

Group 1 - The average profit for float glass using natural gas as fuel decreased by 21.48 CNY/ton to -192.84 CNY/ton, while the profit for float glass using petroleum coke dropped by 52.19 CNY/ton to 35.52 CNY/ton. In contrast, the profit for float glass using coal gas increased by 9.45 CNY/ton to 101.55 CNY/ton [1] - As of August 21, the total inventory of float glass in sample enterprises reached 63.606 million heavy boxes, an increase of 180,000 heavy boxes or 0.28% month-on-month, but a decrease of 7.37% year-on-year. The inventory days were 27.2 days, up by 0.1 days from the previous period [1] - The float glass industry maintained an operating rate of 75.34% and a capacity utilization rate of 79.78%, with a daily output of 159,600 tons, remaining stable and at the highest level of the year [1] Group 2 - Jin Xin Futures noted that the glass futures market is at a critical juncture, with bears pushing back due to supply-demand imbalance and high inventory. However, potential bullish opportunities exist due to price declines, expectations of price support from enterprises, and possible demand improvements [2] - Hualian Futures reported that the glass production lines are operating steadily, with the industry maintaining its operating rate and weekly output stable. However, there is no significant improvement in supply-demand dynamics, and market confidence remains low due to weak downstream demand [2] - The market is anticipating a potential demand recovery as the traditional peak season approaches, which could lead to new demand releases. If demand improves, particularly from real estate policy easing or growth in emerging sectors, glass futures prices may reverse [2]