Group 1 - The core viewpoint of the articles indicates a significant decline in the glass market, with prices dropping by nearly 4% due to renewed trade tensions between the US and China, specifically the announcement of additional tariffs on Chinese goods by President Trump [1][2] - The glass supply level remains stable, with an industry daily melting capacity of 161,300 tons as of October 10, indicating no immediate changes in supply dynamics [3] - Demand for glass has been temporarily suppressed due to adverse weather conditions affecting sales and transactions, but there is an expectation of recovery as the market becomes more active post-holiday [3] Group 2 - The market is currently in the traditional peak season for glass, with expectations for increased demand due to ongoing construction projects, although improvements in terminal demand remain limited [3] - The overall market sentiment is leaning towards a weak and volatile trading environment for glass prices, with supply expectations diminishing and negative factors outweighing positive ones [3] - Future attention will be focused on domestic policy expectations from important meetings, the progress of coal-to-gas initiatives in Shahe, and the overall market trends in commodities [3]
期货收评:玻璃跌4%,低硫燃料油跌3%,生猪、20号胶、橡胶跌近3%;沪银、甲醇涨2%,沪金、铁矿石、花生涨1%
Sou Hu Cai Jing·2025-10-13 08:13