Galaxy Securities said that the weather has gradually improved, the operating rate has increased, and market demand has quickly recovered. With the implementation of dual energy consumption control and staggered production, cement companies passively reduce production and inventory declines have given strong support to cement prices; last week, float glass spot Prices are consolidating at a high level. At present, glass inventories have increased. A few large factories in some regions are at a relatively high level. Due to the delay of the terminal project progress and the tight market capital, the profitability of processing plants and the price of float glass have been dragged down by various aspects. In September, float glass Insufficient order performance, pay attention to changes in downstream demand.
