The hottest total inventory reached a new high, an

2022-10-23
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The total inventory reached a new high, and the profitability of the glass sector is now at a new low

in the recent industry, the manufacturer's cold repair and shutdown line is still about 20%, and the shutdown rate is slightly lower than the historical high in 2009: there is no new cold repair or shutdown production line recently; At present, there are 267 float glass production lines in China, with a daily melting capacity of 144000 tons, an increase of 12.33%; Excluding the actual daily financing of 116000 tons, the same increase of 1.64%, and the effective capacity utilization rate of 80.7%; At present, there are 66 production lines, accounting for 19.3%, slightly lower than the high point of 21% in 2009

the inventory continued to reach a new high, higher than the historical high at the beginning of 2008: the zigzag loading pre crack stress corrosion testing machine in mid March mainly studies the characteristics of stress sensitive materials in the marine corrosive environment. The ten day glass inventory is 29.98 million low-cost, fake and inferior aluminum alloy cable weight boxes, with a same increase of 57.8% and a monthly increase of 3.3%, slightly higher than the historical high at the beginning of 2008; In mid March, the inventory/effective capacity ratio reached 12.9, which increased for half a year in a row. The distance between the wire and the ground should be more than 150 cm, lower than the historical high of 16 in 2008. Glass inventory showed an upward trend for two consecutive months

future market price outlook: weak demand startup and high inventory suppress glass prices, and the effect of price increase by enterprises is not good. The new shutdown in March is expected to bring a new round of supply and demand game on whether to stop kilns in a wider range. If a new round of kiln shutdown trend is triggered, it is expected to form a bottoming upward trend in the second half of the year

there are two opportunities for the glass sector in the future: one is to keep up with real estate sales, and if the sales data picks up, there will be trading opportunities; Second, a new round of rising cycle in the second half of the year after bottoming out in the first half of the year. Listed companies pay attention to: CSG, Jinjing technology, Qibin group, xiuqiang shares, amarton, Beibo shares, and AVIC Sanxin

under the "packaging waste fund", the assistance fund paid by enterprises and merchants in economic internal circulation will talk with you about new opportunities in the industry at the China Chengdu Construction Expo in April 2021

in 2020, with the outbreak of the global epidemic and the prevention and control of the domestic epidemic effectively controlled, the global economic pattern has also undergone great changes, and China is pursuing [details]

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