Review of the hottest glass market April outlook g

Glass Market: looking back on April and looking forward to may, glass prices are stable and rising

first, the national market overview in April

in April, the domestic original film market stabilized as a whole, and the trading atmosphere in the northern market warmed up to a certain extent. On the 12th, the East China and South China market seminar was held, and it was decided that all manufacturers would increase the price of yuan/weight box. Most manufacturers responded to the spirit of the meeting to increase the price, and shipments warmed up. Boosted by this, shipments in North China have warmed up. The demand in Northeast China has warmed up, the market has started slightly, and the manufacturers' shipments have warmed up. In the late days, due to the impact of the supply of goods from Beijing, Tianjin and Tangshan, the friction force between the working piston and the working oil cylinder will be ordinary. The Northwest market increased individually, and the trading was still light. Supported by inventory reduction in the southwest market, manufacturers increased by about 2 yuan/weight box after the middle of the year. Recently, there are too many ignition float lines, and the supply situation is severe. At present, the thickness of the film tested by the domestic float original film manufacturers can reach 5 nm, the market trading is slightly general, and the buying follow-up is insufficient

February and April review of the South China market

in April, the original float glass market in South China rose steadily, with each manufacturer raising yuan/weight box. Supported by capacity cuts, manufacturers' inventories remained low and social supply remained at a normal low level. After the middle of March, the market price in South China continued to rise. In early April, the price climbed to a relatively high level, and the middle and lower reaches held a certain supply. With the completion of the final project of the terminal, the orders of downstream processing plants have declined, customers purchase on demand, and the market has entered the stage of digesting social sources of goods. The market is becoming increasingly light, and the market price is slightly lower. On April 12, the third South China meeting was held. The meeting believed that the production capacity decreased significantly, the demand was acceptable, and the supply of goods held by the middle and lower reaches was normally low. It was decided that the manufacturers would increase 2 yuan/weight box according to the situation. Before and after the meeting, the factories boosted the market, made an increase in response to the spirit of the meeting, and the manufacturers' shipments warmed up. At present, the market price in South China is high, and there is a large inflow of goods in Central China. Although the manufacturers' shipments are OK, the demand is flat, and the buying follow-up is weak

III. relevant important data

1. Price: on April 30, compared with April 20, Beijing Qinhuangdao Ogier automobile grade 10mm decreased by 1 yuan/heavy box, Yingxin automobile grade 4mm decreased by 0.5 yuan/heavy box, Xi'an Lobo automobile grade 5mm decreased by 0.8 yuan/heavy box, and the rest remained unchanged. On April 30, compared with April 20, Hebei CSG and Wuhu Xinyi fell 0.5 yuan/heavy box, Wujiang CSG fell 1.5 yuan, and Zhangzhou Qibin rose 0.5 yuan/heavy box, others remained unchanged

2. Production, sales and inventory: in March, the floating aerogel gel insulation board has superior properties such as high temperature resistance, low thermal conductivity, low density, high strength, green environmental protection, waterproof and non combustible. There are a total of 251 glass production lines, of which 206 are in production, 44 are under water cooling repair, and 1 is out of production; As of March, 48 production lines were under construction, of which 14 were basically completed and ready for production; The total output in March was 63.7 million weight boxes, with a year-on-year increase of 4.7%. The monthly cumulative total output was 179.84 million weight boxes, an increase of 4.3% year-on-year; On April 29, the actual total production capacity was 733.57 million weight boxes/year, a year-on-year increase of -1.2%, and the inventory was 29.15 million weight boxes, a year-on-year increase of 77.3%, a decrease of 250000 weight boxes compared with the first ten days; In March, the output of key enterprises increased by -7.5% year-on-year, the sales volume increased by 0.3% year-on-year, and the inventory increased by 27.5% year-on-year

3. Cost: in March, the price of heavy oil increased by 140 yuan/ton to 5240 yuan/ton; Soda ash fell by 90 yuan/ton. If you suspect that the detector has caused noise, it is 1650 yuan/ton. The average ex factory price of heavy oil on April 30 was 4899 yuan/ton, up 9 yuan/ton from April 20. Compared with April 20, the price of heavy soda ash in various places remained unchanged on April 30. On April 30, the price difference of glass soda ash heavy oil was 1.5 yuan/heavy container, a month on month decrease of 0.7 yuan/heavy container, still far below the level of the same period last year (17.8 yuan/heavy container)

4. Demand: in March, the cumulative new construction area of real estate increased by 0.3% year-on-year, and the growth rate significantly decreased by 4.8% compared with February; The cumulative sales area increased by -13.6% year-on-year, slightly higher than that in February; The cumulative construction area increased by 25% year-on-year; The completed area increased by 39.3% year-on-year; In March, the automobile output increased by 5.07% year-on-year, and the sales volume in March increased by 0.55% year-on-year; In March, the export of original glass sheets was 16.12 million square meters, an increase of 2.08% year-on-year

market outlook in April and may

since the middle and late April, there have been many ignition plans for production lines in various regions, and the contradiction between supply and demand in the later period is still severe. At present, the long-term losses of the whole industry make most production enterprises tired, with weak intention of price reduction and promotion, and limited demand, the market is also weak. The overall market situation in the south is better than that in the north. The market in the South has been stable and rising for two months, especially the market price in South China has climbed to a relatively high level. However, due to the increase in the inflow of goods from central China, it is expected that there is little room for further upward movement in the later period. May is the season of plum rains. If more rainfall causes poor shipments, the southern market will face some downside risks. Zhonghua glass () Department