Yesterday, the glass 2305 contract fluctuated and closed at 1549 yuan/ton, down 6 yuan/ton.
In terms of spot goods, the national average price was 1,574 yuan/ton yesterday, which was flat from the previous month. On the whole, glass supply and rigid demand are both weak, and transportation in some areas is affected by environmental protection and the increase in the number of driver cases, which has passively slowed down the pace of inventory replenishment in the middle and lower reaches, and production and sales have declined. The inventory transfer in each link of glass has not yet brought about substantial destocking, and the pressure on the float glass production line still exists.
At present, the demand for inventory replenishment and the improvement of remote expectations are jointly driving up prices. In the medium and long term, there is a large amount of real estate construction to be completed, but it is necessary to observe the actual completion and landing situation through the situation of glass destocking.
