The near futureGlassBrunt contract prices reviews
Line of K of 01 contract day takes glass situation
Economy restores order of overlay foreign trade to increase quickly this year, vitreous demand whole to good, vitreous futures whole appeared in July rise trend, touched on July 23 3079 histories are the most exalted, be 2201 agreement by 2109 change subsequently by brunt agreement experience. To stabilize the market, zheng business place ever announced to adjust vitreous futures to trade on July 9 bail, in July 26 to 27 days successive two days, agreement of vitreous futures brunt drops considerably again, because Zheng business place moves once more,this also is adjusting control place is brought about.
Up to on July 30 closing quotation, vitreous futures closes go up 0.31% , sign up for 2894 yuan / ton.
Spot price of near future glass walks along situation and logic
Market of glass of domestic surplus law is overall in July continuance goes up trend, demand busy season just needed to prop up stronger, course of study person bullish sentiment of the city after be opposite is stronger, certain stock up undertook downstream in, overall shipment manages the company good. But rain of local district accept a surrender accept a surrender affects near future north suffocate suffocate of shipment phase sex, most area produce and sale is maintained passable. Up to on July 30, day of glass of law of our country float spends average price to achieve 3103.51 yuan / ton, go up from July 20 exceed 3000 yuan / ton after closing greatly, continue to manage ascendant situation.
Day of glass of Chinese float law is spent all valence (yuan / ton)
China north: Go up drop each other shows, rainfall affects shipment, sanded river shipment suffers rainfall to affect. Section of China north section and Shandong area rainfall are more recently, shipment of sanded river area is general, inventory of end manufacturer, trafficker all had small to increase in July, whole still is in low. Circumjacent area shipment is relatively smooth, the part rises in price.
Country takes situation picture on behalf of price of white Bo of market 5mm be executed
Agreement of brunt of near future glass base difference walks along situation and logic
Up to on July 30, agreement of vitreous futures brunt base difference is 209.51 yuan / ton, annulus comparing increases 4.55 yuan / ton. The first ten days of a month came in July in the last ten-day of a month, vitreous futures price goes strong considerably, and merchandise on hand (spot price consults day of glass of law of surplus of Zhuo Chuangzhong country is spent all valence) price whole is maintained in perch, bring about base difference appears certain level goes weak, on July 14, base difference goes weak to come - 138.84 yuan / ton; On July 27, base difference goes strong to reach 276.03 yuan / ton, basically move one after another because of Zheng business place after adjusting control, vitreous futures price drops considerably bring about. Be in base below poor tie, vitreous value is short-term inside the kinetic energy that rises considerably or finite.
Glass supplies: Glass is produced can supply is stabilized basically
End was produced in July can supply basic stability. Up to on July 29, product line of glass of countrywide float law adds up to 306, in produce 265, day frit quantity adds up to 175325 tons, annulus comparing keeps balance. Change inside week produce 1, of short duration does not have cold repair and ignition line.
Start working of product line of float law glass is led
Float law glass is in capacity yield day (ton)
Specific as follows: Faith glass (Guangxi) second line of limited company 1100T/D produces white Bo formerly, cast by July makings turn super- white.
Vitreous inventory: Inventory glides further
Up to became on July 29, 8 province week spends our country key company stock is box of 12.75 million weight, annulus comparing decreases 4.21% ; Achieve according to eminent seek advice from newest data to show, up to became on July 29, week of glass of law of our country float spends company stock to be box of 17.08 million weight, annulus comparing decreases 4.37% .
Stock of company of glass of end float law was maintained in July glide trend. It is better that market peak period just needed to anticipate, certain and compensatory stock up undertook downstream in, local district rainfall causes certain effect to demand, but produce and sale of most region company still tenability, inventory glides further.
In light of cent area, china north shipment is relatively smooth, rainfall still affects shipment, stock of manufacturer of current Sha He makes an appointment with box of 840 thousand weight; Hua Dongku is put cut down somewhat, but fall not apparent, basically suffer rainfall to affect, jiang Zhe and sex of phase of Shandong market shipment put delay; China in influence of water of local accept a surrender accept a surrender, shipment is larghetto, whole is handed in cast good, inventory continues to drop; Hua Na in downstream concentration stock up is propped up below, enterprise shipment is good, inventory glides.
Domestic key province produces company stock count
Vitreous demand: Relatively smooth
Industry letter ministry was released on July 20 " cement glass industry is produced can displacement implements measure " , this way is produced clearly can the processing course that displacement happening changes; In the meantime, avoid " corpse is produced can " renascent, product line of the cement grog that stipulates successive stop production reachs above two years, plate glass cannot be used at producing can displacement, be helpful for supervising and urge close compasses produce can come true should turn, increase the demand peak period in next year effectively plate glass supply.
Market of glass of law of end country surplus just needed in July relatively smooth, ministry demand has rainfall play a game of chess to be restrained certainly. Short-term market looks, rainfall will still certain level increases in difficulty of downstream replenish onr's stock, other and relevant element affects overlay, wait-and-see mood increases, in will give priority to with just needing filling money more downstream. Rainfall Yi Ying rings to just wanted repair rate, anticipate short-term market clinchs a deal or performance is average.
In light of demand end, occupy the building territory that becomes than exceeding 7 to hold the balance to vitreous demand and increment is remarkable. 1-6 month, commodity house sells an area eight hundred and eighty-six million three hundred and fifty thousand square metre, grow 27.7% compared to the same period; Than 2019 1-6 month grows 17.0% , grow 8.1% on average two years. Among them, the residence sells an area to grow 29.4% , office building sells an area to grow 10.0% , commercial barracks sells an area to grow 5.7% . Will for a long time look, while estate complete carries demand to amount to a peak stage by stage, end of supply of float law glass maintains steady growth continuously, supply end to will become the dominant factor of prices stage by stage.
Glass produces profit: Appear small go up trend
Weigh alkaline respect, price of heavy qualitative soda ash involved China north market all the way in July litre, in light of cost end, draw near lunar base, suffer demand end to prop up, heavy alkaline price rises further, up to on July 30, mainstream price rises to 2300 yuan / or so tons, annulus comparing keeps balance, exceed the top level since August 2018. Market of end home soda ash rose in July situation continuance, supply of goods is supplied slant as before close. Alkaline dosage of counterpoise of glass of smooth hot season increases, light alkaline downstream demand is fluctuant not quite. New sheet of manufacturer of lunar base soda ash quotes go up in succession tone, partial manufacturer is heavy alkaline leave factory 200 yuan are moved on quote / or so tons, terminal user insists to press more need to purchase.
Integrated profit manages industry of glass of law of surplus of near future country small go up trend, whole moves accord with anticipate. Up to became on July 23, week of float law glass spends gross profit to achieve 1377.96 yuan / ton. Predict profit of industry of float law glass next week still or will continue to maintain small go up.
Valence is poor: 9-1 price difference closes narrow, spot price is propped up 09 go strong
Difference of price of vitreous futures 9-1 presented deep V to go in July situation, the middle of a month reachs at the beginning of July, valence is poor by 132 narrow considerably to 46; Expanded to again on July 28 119 yuan / ton, show 2109 agreement are in of vitreous spot price prop up next strong going; Base price difference appeared in July certain level fall after a rise.
City is looked into after
Busy season open, demand is relatively good, the acceleration that carries requirement as estate complete is released, supply and demand of glass of second half of the year slants tight situation will continue; Supply end maintains steady growth continuously.
July all around continuance of glass of domestic surplus law rises situation, inventory glides continuously trend, but fall fast put delay somewhat, former a factory in small library prop up fall to rise in price actively. Current former piece the price already was in perch, there already was certain stock up downstream in, and need time is digested rise in price. In predicting this week glass price is certain, local partner has small to rise. Predict next week all valence is in 3100 yuan / or so tons.
Will integratedly look, the near future dish the face suffers the factor such as policy to disturb a callback, but merchandise on hand is carried as before supply and demand slants close, the price is relatively strong, annual tightens balance pattern to was not changed. Goods of eye early days dish face already agio, callback range is narrow, metaphase concussion slants strong, attention fills downstream the fluctuant circumstance of library and product line, meet after proposal look forward to is firm low do much. Cover benefit aspect, but choose plane position is much 01 glass are empty 09 soda ash.