市场情绪整体偏向悲观 后期玻璃期价仍偏空震荡

Core Viewpoints - Glass futures experienced a sharp decline, with the main contract dropping to a low of 1051.00 yuan, closing at 1053.00 yuan, down 1.86% [1] - Various institutions predict a bearish outlook for the glass market in the near term, with expectations of weak performance and limited recovery in supply-demand dynamics [1][2] Group 1: Market Analysis - Wenkang Futures expects the glass market to maintain a weak operating trend in the short term due to a lack of strong support from supply-demand fundamentals [1] - Hualian Futures suggests that glass prices will operate within the range of 1050-1160 yuan, influenced by recent production adjustments and cautious downstream purchasing attitudes [1] - Guoxin Futures indicates that the glass market may experience bearish fluctuations, with a decrease in daily melting volume and production profits across different fuel types [2] Group 2: Supply and Demand Dynamics - The glass market is facing a decline in production and profits, with natural gas-fueled float glass showing a weekly average profit of -157.70 yuan/ton, down 37.14 yuan/ton [2] - Total inventory of float glass in sample enterprises reached 63.136 million heavy boxes, a decrease of 2.654 million heavy boxes or 4.03% from the previous period, but an increase of 29.05% year-on-year [2] - Despite a reduction in supply, demand remains weak, leading to expectations of continued price pressure in the market [2]