截止8月21日，全国浮法玻璃样本企业总库存6360.6万重箱，环比+18万重箱，环比+0.28%，同 比-7.37%。折库存天数27.2天，较上期+0.1天。 玻璃主力合约日内大幅走高，现报1191.00元/吨，涨幅达2.23%。 【消息面汇总】 上周，以天然气为燃料的浮法玻璃周均利润-192.84元/吨，环比减少21.48元/吨；以石油焦为燃料的浮法 玻璃周均利润环比下降52.19元/吨至35.52元/吨；以煤制气为燃料的浮法玻璃周均利润101.55元/吨，环 比增加9.45元/吨。 金信期货：玻璃期货2601当前处于多空博弈的关键节点。空头凭借供需失衡和库存较高进行反扑，但价 格下跌也跌出了潜在的做多黄金坑，企业挺价预期、技术反抽可能以及需求改善预期都为多头提供了反 击的力量。此外，市场预期也存在转向的可能。虽然当前房地产市场低迷，但随着传统旺季的临近，市 场是否会出现补库需求从而释放新的需求，值得期待。如果后续需求端出现改善，比如房地产政策进一 步放松刺激需求，或者其他新兴领域对玻璃需求大幅增长，那么玻璃期货价格将迎来反转。交易层面， 若后续日线能收盘高于1240，从技术层面看，玻璃2601合约才有机会 ...

Report Summary 1) Report Industry Investment Rating No relevant content provided. 2) Report's Core View - The current decline in the price of the glass futures 2601 contract may be孕育 a long - making opportunity. The price is close to the production cost in the Shahe area, and the shrinking volume indicates a possible rebound [3]. - For the stock index futures, the market will continue to fluctuate upward at a high level [7]. - The probability of a September interest rate cut in the US has increased, which is bullish for gold. Currently, the weekly adjustment is relatively sufficient, and it is in a short - term small - range shock [11]. - For iron ore, the overall fundamentals are strongly supported, but the market sentiment has weakened recently. It is in a high - level wide - range shock, and attention should be paid to the support level [14][15]. - For glass, the daily melting is basically stable, the factory inventory continues to accumulate, and the downstream deep - processing orders are not fully recovered. Consider going long at low levels when it stabilizes [18][19]. - For palm oil, due to the large cumulative increase in the recent oil market, with rising inventory pressure and lack of demand, the market's motivation to chase up has declined, and it should be treated with a bearish bias [22]. 3) Summary by Related Catalogs Hot Focus - The price of the glass futures 2601 contract has fluctuated sharply recently. The core support for the short - side counterattack is the imbalance between supply and demand and high inventory. The potential signals for long - making are the cost bottom line and the expected turn [3]. Technical Analysis - Stock Index Futures - The market will continue to fluctuate upward at a high level. Relevant information includes the Fed's stance on not supporting a September interest rate cut and the increased enthusiasm of real - estate enterprises to acquire land [7]. Technical Analysis - Gold - The July non - farm payroll data was significantly lower than expected, and the data for May and June were significantly revised downward, indicating that the US economy is not as strong as expected. The probability of a September interest rate cut has increased, which is bullish for gold. Currently, the weekly adjustment is relatively sufficient, and it is in a short - term small - range shock [11]. Technical Analysis - Iron Ore - The profitability of steel mills has improved, and the molten iron output remains at a high level, with strong fundamental support. However, the recent market sentiment has weakened, and the black series has collectively corrected. Technically, it is in a high - level wide - range shock, and attention should be paid to the support level [14][15]. Technical Analysis - Glass - The daily melting is basically stable, the factory inventory continues to accumulate, and the downstream deep - processing orders are not fully recovered. Technically, the recent correction is approaching the important support level below. Consider going long at low levels when it stabilizes [18][19]. Technical Analysis - Palm Oil - The recent oil market has had a large cumulative increase. With rising inventory pressure and lack of demand, the market's motivation to chase up has declined, and the profit - taking pressure has increased. It should be treated with a bearish bias [22].