Group 1 - The glass futures market is experiencing a volatile upward trend, with the main contract rising significantly by 5.55% to 5.55 yuan/ton [1] - As of December 31, 2025, the total inventory of float glass in sample enterprises nationwide is 56.866 million heavy boxes, a decrease of 1.757 million heavy boxes or 3.00% month-on-month, but an increase of 28.96% year-on-year [2] - The industry operating rate for float glass is 72.05% as of January 1, 2023, down by 1.59 percentage points from December 25, with a capacity utilization rate of 75.73%, also down by 1.53% [2] Group 2 - The glass market remains weak, with no clear signs of strengthening in the short term due to ongoing supply-side pressures and seasonal demand weakness in the construction industry [3] - High overall inventory levels continue to constrain market performance, although some regions are experiencing inventory reduction due to sales or capacity cuts [3] - Short-term expectations for cold repairs and environmental policy changes may stabilize the glass market, but high inventory remains a significant limiting factor [3]
冷修预期叠加政策预期出现 玻璃以震荡偏强对待
Jin Tou Wang·2026-01-07 06:13