Group 1 - The core viewpoint of the article highlights a significant decline in glass futures prices, with the main contract closing at 1228.00 yuan/ton, down 2.31% [1] - The macroeconomic context includes a notification from multiple government departments regarding the "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)" [2] - On the fundamental side, there was no significant change in glass production lines last week, but the supply volume increased week-on-week due to the release of replenishment demand from downstream [2] Group 2 - Inventory levels for glass production companies were reported at 53.29 million heavy boxes, a decrease of 1.42 million heavy boxes week-on-week [2] - The market sentiment for glass prices has shown signs of retreat, with the "anti-involution" primarily driven by policy support, and future price movements will depend on upcoming fundamental data [2] - Short-term market expectations indicate a potential wide fluctuation in glass prices [2]
厂家库存加速去库 玻璃短期内或宽幅震荡运行
Jin Tou Wang·2025-09-29 08:11