Total inventory: As of October 14, the total inventory of glass sample companies across the country was 40,141,900 heavy boxes, down 1.36% month-on-month and up 18.96% year-on-year (under the same caliber, the inventory of sample companies decreased by 1.69% month-on-month and increased by 8.59% year-on-year), inventory days 19.70 days.
Production lines: As of October 13th, after excluding zombie production lines, there were 296 domestic glass production lines (58,675,500 tons/year), of which 262 were in production, and cold repair and production stopped 33. The operating rate of float industry enterprises was 88.85%. Capacity utilization rate is 89.44%
Futures: Today’s glass futures main contract 2201 opened at 2440 yuan/ton, and closed at 2428, +4.12% from the previous trading day; the highest price was 2457 yuan/ton, and the lowest price was 2362 yuan/ton.
Recently, the overall trend of the domestic soda ash market is mainly stable, and the transaction atmosphere is general. The overall upstream operations have increased, orders are sufficient, and the supply of goods is still tight. The downstream demand is stable. As the price of upstream soda ash rises and cost pressures increase, end customers are cautiously waiting and watching. The downstream inventory of light soda ash is low and the supply is tight; the overall downstream inventory of heavy soda ash is acceptable, and the purchase price is high. Traders are tight in purchasing resources, companies control shipments, and transactions are active.