As of the week of May 6, the total inventory of glass sample companies across the country was 22,234,600 heavy boxes, a decrease of 1.60% month-on-month and a year-on-year decrease of 75.18% (under the same caliber, the inventory of sample companies fell 1.51% month-on-month and 78.90% year-on-year), and the number of inventory days was 11 day.
After excluding the zombie production lines, the total number of domestic glass production lines is 291, of which 254 are in production, 37 are cold repaired and stopped. The operating rate of float industry enterprises is 87.29%, and the capacity utilization rate is 87.96%.
A new round of price increases is here again (some prices have risen to doubt life)
The current price can only care about the present~
Buy with confidence, buy boldly, last year’s price is no longer there!
The price in the morning will be voided, and the price will be determined before loading
……..
Recently, the price increase has been one wave after another! The “sound” of price increases in the circle of friends has become more and more heated.
The overall inventory of glass companies continued to decline. Except for the small increase in inventory in South China, Southwest, and Northwest China, other regions have been reduced by different degrees. In particular, the North China region has shipped faster, and Shahe manufacturers’ inventory has been extremely limited.
In the real estate completion cycle, the demand for glass is improving, the deep processing enterprises have full orders, and the original film manufacturers continue to significantly increase the ex-factory prices.
From a regional perspective:
● The Shahe market in North China is still active in transactions, and the supply of goods is in short supply. The downstream goods are actively receiving goods, and the inflow of goods from other places is increasing, but the digestion speed is relatively fast;
● East China market prices continue to rise, corporate inventories have fallen to historical lows, and rising expectations are still strong;
● The market price in South China continues to be high, and the downstream just needs to get the goods;
● Some manufacturers in the southwest and northwest have suspended delivery due to incomplete specifications.
Looking at the glass futures, it closed at 2892 yuan in late trading today, +5.86% from the previous trading day.
At present, glass futures prices have achieved eleven consecutive increases, breaking new highs repeatedly. From 2,100 yuan a ton in April, it rose to 2,900 yuan a ton today. The strong pattern remains unchanged.