The hottest weekly report in the third week of Jul

Weekly report of the third week in July: expected increase in peak season and rapid capacity repair

the average price of white glass for construction nationwide this weekend was 1564 yuan, up 29 yuan month on week and 42 yuan year on year. The utilization rate of glass production capacity at the weekend was 69.03%; It rose 0.77% month on week and -0.39% year on year; After excluding zombie capacity, the utilization rate of glass capacity was 81.94%, up 0.89% month on week and -0.96% year-on-year. The production capacity of glass in production was 94.062 million heavy containers, an increase of 12.6 million heavy containers from last week and 14.22 million heavy containers from last year. The inventory of the industry at the weekend was 47.93 million heavy boxes, an increase of -720000 heavy boxes from last week, and an increase of 7.02 million heavy boxes year on year. Weekend inventory days were 18.60 days, an increase of -0.54 days from last week, an increase of 2.48 days year-on-year

at the macro level, in August, the national real estate development investment assisted the industry in developing copper electrode solar cell technology by 6278 billion yuan, an increase of 1.9% year-on-year. The housing construction area of real estate development enterprises was 7927.21 million square meters, an increase of 2.6% year-on-year. The new construction area of houses was 975.36 million square meters, down 7.6%, and the decline narrowed by 5.2 percentage points. The completed area of houses was 290.3 million square meters, down 10.5%, and the decline narrowed by 0.8 percentage points. The land acquisition area of real estate development enterprises was 79.65 million square meters, a year-on-year decrease of 0.9%. The sales area of commercial housing was 694.04 million square meters, a year-on-year decrease of 8.4%, 3.9 percentage points narrower than that from January to May. At the end of June, the area of commercial housing for sale was 51.81 million square meters, 6.91 million square meters less than that at the end of May

from the regional perspective, the quotation of production enterprises in East China and East China has increased, and the overall delivery situation is acceptable; The ex warehouse prices of manufacturers in southwest and northwest regions have also increased, and the acceptance capacity of downstream processing enterprises is acceptable; Manufacturers in Northeast and North China also have price follow-up actions. In terms of production capacity, this week, Jiangxi Hongyu energy first-line 700 tons of ignition; Guangxi Xinyi Beihai third line 500 tons ignition. Xinyi Glass (Jiangsu) Co., Ltd. first-line 900 ton ignition. The production lines ignited in the early stage have been put into operation and played a role. Some production lines in South China are scheduled to have cold repair and shutdown next month

East China:

the overall trend of the glass spot market in East China this week is acceptable, the delivery of production enterprises maintains the level of the previous period, and the market sentiment is also good. Recently, the demand of the terminal market is general, and some regions are affected by rainfall and other factors, and the order delivery cycle of processing enterprises has slightly slowed down, but the number of orders from real estate enterprises to glass processing enterprises remains at the level that the early curve, displacement and force value can be dynamically displayed on the digital display. On the whole, the consumption level of glass in the decoration of domestic real estate buildings has been basically flat year-on-year. Manufacturers maintain good expectations for the market demand in the traditional peak sales season. Although there are many production lines resuming production recently, it has little impact on the spot price. Recently, the products in foreign cities have been affected by road transportation, water transportation and other factors, and the ring ratio has slightly decreased

South China:

especially Wenzhou enterprises

the overall trend of the glass spot market in South China this week is general, the delivery situation of production enterprises remains at the early level, and some manufacturers can de stock. On the whole, the demand of the terminal market has been flat recently, which is mainly affected by rainfall and other factors, belonging to the traditional seasonal fluctuations and changes. At the same time, due to the rapid increase of local production capacity, the purchasing speed of some processing enterprises and traders has also slowed down recently. Recently, the warehouse out situation of glass production enterprises in Central China has not changed much, mainly increasing the warehouse out and withdrawal funds. Rainfall has a slight impact on the demand of the end market, and the glass exported by water transportation has decreased slightly

North China:

the overall trend of the glass spot market in North China this week is acceptable. The production and sales balance can be achieved in the current period when the production enterprises leave the warehouse, and the inventory of some manufacturers is reduced slightly. On the whole, the weather in the North has little impact on the terminal market, which is better than that in the south. Therefore, the orders of downstream processing enterprises remain at a good level, and the consumption of glass is mainly stable. Manufacturers' quotations rose over the weekend, mainly to boost market confidence. Since the middle and late June, the spot price in North China has repaired upward to a certain extent. At the same time, due to the impact of early production capacity reduction, the number of glass exported to the surrounding areas is also lower year-on-year

Southwest China:

the overall trend of the glass spot market in Southwest China this week is acceptable, the market confidence of manufacturers is good, and the quotation rises slightly. Inventory reduction is relatively fast

Northeast China:

the overall trend of the glass spot market in Northeast China this week is general, the delivery of production enterprises has not changed much, and the demand of the local terminal market is acceptable

Northwest China:

this week, glass production enterprises in Northwest China continue to focus on destocking, the range of market price rise is lower than that in other regions, and the market confidence of processing enterprises is general

future overview:

according to the data released by the National Bureau of statistics, the output of flat glass in June was 79.16 million heavy boxes, an increase of -3.9% year-on-year; In January, the cumulative output of flat glass was 46.184 million heavy boxes, an increase of -0.4% year-on-year. Recently, the demand of the terminal market is relatively stable, showing north-south differentiation. Affected by rainfall and other factors in the south, the order delivery of processing enterprises has been slightly delayed recently, but the number of orders paid by real estate enterprises to glass processing enterprises has not changed much. On the whole, the inventory of production enterprises continues to decrease slightly month on month, which is conducive to the stability and month on month rise of spot market prices. Although the recent recovery speed of glass production capacity has increased slightly, it has little impact on the later spot price. The market believes that the demand in the traditional peak season will also increase and improve