Glass Masukura increases, futures prices go down
Longzhong Information shows that as of the week of August 26, the total inventory of glass sample companies nationwide was 24.027 million TEUs, an increase of 6.43% month-on-month and a year-on-year decrease of 15.64% (under the same caliber, the inventory of sample companies increased by 6.93% month-on-month , A year-on-year decrease of 25.22%), the inventory days is 11.65 days.
According to Longzhong Information, as of August 25, there were 294 glass production lines (58,120,500 tons/year) after the elimination of zombie production lines in China, of which 264 were discontinued and 30 were discontinued for cold repair. The operating rate of the float industry enterprises was 89.80%, and the capacity utilization rate was 90.40%.
Market price: The mainstream price of 5.0mm safety flat glass (large plate) in North China Shahe Market is 2920 yuan/ton, +0.
Warehouse receipt inventory: 44 warehouse receipts, -25.
Main positions: the top 20 long positions 209,747, + 9,347; short positions 196,310, + 7,649. Longs and shorts increase at the same time, and net longs increase.
Summary: The domestic float glass market has been generally stable recently, transactions in the North China market are acceptable, and traders are flexible in operation; the East China market is mainly stable, and companies have a clear attitude to price, and some companies are still weak in production and sales; business investment sentiment in the Central China market In general, the overall production and sales have not changed much; transactions in the South China market are fair, and the production and sales of some companies can achieve a balance or more when the supply of goods is sufficient. Under the anticipation of the peak demand season, the downstream just needs support, keeping the domestic original film prices strong, but some processing plants are tight on funds, and the enthusiasm for taking over is still not high. Inventories of domestic glass companies continued to increase this week.