Market Review - On September 26, the main contract for glass futures expanded its decline, currently reported at 1217.00 CNY/ton, with a decrease of 3.18% [1] Fundamental Summary - Nanbo A announced plans to invest in a new photovoltaic glass production line project in Egypt, with a total planned investment of approximately 1.755 billion CNY for a 1400T/D one-furnace five-line photovoltaic glass and four supporting tempered coating processing lines [2] - On September 26, 2025, the Mexican Ministry of Economy announced the initiation of an anti-dumping investigation against colored float glass imported from China, with the investigation period from January 1, 2024, to December 31, 2024, and the damage investigation period from January 1, 2022, to December 31, 2024 [2] - As of September 25, the domestic float glass industry operated at a capacity utilization rate of 80.08% and an operating rate of 76.01%, remaining stable compared to the previous two weeks, with a daily output of 160,200 tons [2] Institutional Perspectives - New Century Futures reported that the Ministry of Industry and Information Technology held a meeting to encourage price increases in the glass industry, leading to a price rise of 100 CNY/ton among glass companies, with some companies in Shahe also following suit [3] - Short-term rapid price increases in the spot market may stimulate pre-holiday inventory replenishment in areas that have not yet raised prices, potentially driving nationwide price increases [3] - Demand from downstream processing plants showed a slight improvement, with order days increasing to 10.5 days, but overall demand growth remains limited [3] - Donghai Futures noted that the recently published "Building Materials Industry Stabilization Growth Work Plan (2025-2026)" by six government departments is expected to positively influence market sentiment [3]
信部召开行业座谈会 多重预期下玻璃会如何发展
Jin Tou Wang·2025-09-28 06:04