Group 1 - The domestic futures market for energy and chemicals showed positive performance, with glass futures main contract opening at 1252.00 CNY/ton and reaching a high of 1282.00 CNY, marking a 3.81% increase [1] - The Ministry of Industry and Information Technology and other departments issued a notice regarding the "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)", emphasizing strict control over cement and glass production capacity, prohibiting new capacity for cement clinker and flat glass [1] - As of September 18, the float glass industry maintained an operating rate of 76.01% and a capacity utilization rate of 80.08%, with a stable daily output of 160,200 tons [1] Group 2 - Huawen Futures indicated that as the National Day holiday approaches, downstream enterprises are concerned about price increases post-holiday, leading to passive inventory replenishment, which is expected to boost spot transaction volume and reinforce price increase expectations [1] - Zhongcai Futures noted that supply remains stable with limited changes in production capacity, while demand is driven by policy pushing up raw glass prices, leading to increased purchasing intentions from downstream sectors [2] - The market is currently experiencing a mix of price stability and upward adjustments in various regions, with expectations of a short-term price trend that is likely to be strong and volatile [2]
中下游开启被动补库 短期内玻璃期价震荡偏强
Jin Tou Wang·2025-09-25 06:09