North weak south strong pattern, demand regional differentiation!

[China Glass Network] From a regional perspective, the market demand in Central China, East China and South China is better, and the quotations of production companies continue to rise, and the transactions are fair. Prices of production enterprises in some parts of North China have fallen sharply, but the outbound situation is general, and traders cut their own inventories.

In terms of capacity, there was no change in capacity this week. Guangxi Beihai Xinyi production line, which was ignited in the early stage, is planned to lead the plate in the middle of next month.

Regional trends are as follows:

East China:

This week, the overall trend of the glass in stock market in East China is fair, the production and sales of production enterprises are good, and the market price has also risen to a certain extent. The current downstream processing enterprises orders are stable, mainly to domestic construction decoration products, foreign trade export orders flat. The rigid demand for glass in the real estate market is favorable for processing enterprises to take orders. In the early stage, the price of glass in some areas of North China was on the high side, resulting in a decrease in the number of people entering the East China market, and the supply in some areas such as Shandong and Anhui eased. The number of glass transported by other Yangtze River ships to Jiangsu, Zhejiang and Shanghai has steadily increased after the end of the Wuhan Military Games. Recently, the prices of some manufacturers in North China have been adjusted to a certain extent, which has no impact on the East China market for the time being.

South China:

This week, the overall trend of the glass in stock market in South China is OK, the production enterprises are maintained at the previous level, and the quotations of some manufacturers have risen, and the confidence is good. Although some of the central and northeast glass into the South China market, the local supply caused little pressure. The orders of processing enterprises remain at the normal level, and the quantity of glass purchased is not reduced. in stock prices in central China have performed well since the end of last month, and demand has increased to a certain extent after the military games. At the same time, the number of glass exported to markets such as East China and South China has also increased. At present, inventories in central China continue to decline month-on-month.

North China:

This week, the overall trend of the glass in stock market in North China is not good, the situation of production enterprises has weakened month-on-month, and market confidence has fallen. As a result of the rapid rise in prices in some North China regions, the competitiveness of local products in the surrounding markets has declined significantly, and the inventory of some manufacturers has increased month-on-month. At the same time, the sales of products of processing enterprises in the surrounding markets have also declined to a certain extent, and the willingness to purchase glass raw films has weakened. In order to increase sales and withdraw funds, the spot prices and market transaction prices of some manufacturers have fallen to a certain extent. At present, after the price adjustment, the outbound situation is general.

Southwest Region:

This week, the overall trend of the glass in stock market in southwest China is general, the situation of production enterprises has not changed much, and the market price is stable.

Northeast Region:

This week, the overall trend of the glass in stock market in Northeast China decreased to a certain extent, and the orders of local processing enterprises began to decrease.

Northwest Territories:

This week, the overall trend of the glass in stock market in the northwest region was general, and orders for some processing enterprises began to decrease. End market demand has weakened.

After the market overview:

According to the data released by the National Bureau of Statistics, the output of flat glass in October 78.87 million heavy boxes, an increase of 4.0 percent over the same period last year; the cumulative output of flat glass in January-October 776.2 million heavy boxes, an increase of 5.2 percent over the same period last year. At present, the overall demand of the glass in stock market is still maintained at a good level. The inventory of domestic white glass manufacturers commonly used in construction has declined year-on-year, and the market confidence of manufacturers is good. From the perspective of consumer demand, some northern regions have reduced to a certain extent. At the same time, the rapid rise in prices in the early stage has also reduced the competitiveness of some manufacturers' products sold to other regions. With the adjustment of the prices of the above manufacturers, the sales radius will increase. At present, the demand in East China, South China and Central China can still be maintained for a certain period of time.