Workflow
玻璃期价
icon
Search documents
玻璃弱现实强预期 后市观察旺季能否兑现
Sou Hu Cai Jing· 2025-09-30 13:15
Group 1 - The glass futures contracts are maintaining a weak trend due to high inventory levels and weak demand, despite some positive factors such as seasonal demand and policy expectations [1][3] - The supply side is experiencing mixed signals, with disruptions expected from the coal-to-gas transition in the Shahe region and winter pollution control measures [3] - The market is currently in a state of weak balance to slight oversupply, and there is caution against being overly optimistic about price increases [1][3] Group 2 - According to Everbright Futures, the glass market is unlikely to see sustained price increases without significant improvements in the fundamentals [3] - The demand side may see some support from pre-holiday stocking and year-end construction, but the recovery in the real estate sector remains slow [3] - Chuangyuan Futures notes that both bullish and bearish factors are present, with high midstream inventory continuing to suppress prices despite potential cost increases from policy changes [3]