Supply aspect: The original glass companies have outstanding profits, and the manufacturers actively resume work and production, replacing production lines. It is expected that there will be a certain degree of increase in production in the later period, and the output may still increase slightly.
In terms of demand: Real estate companies are short of funds, and deep processing factories have a long payback cycle. In the case of tight funds, the original films are purchased on demand, and the willingness to stock up is weak.
In terms of inventory: downstream companies purchase goods according to demand, and their enthusiasm for stocking has declined. The market purchases are general, the company's sales volume is declining, and the inventory is slightly accumulated.
In terms of profit: the real estate market is expected to improve. Although downstream demand has suffered a short-term impact, resilience still exists, and corporate quotations remain stable; upstream raw material prices fluctuate slightly. Overall, the original film corporate profits can still maintain a relatively high level.
Overall: multiple factors affect the pace of market transactions, and absolute high prices are not conducive to the stability of market sentiment; however, it is expected that the real estate construction process will remain vigorous, the market will still start in the late peak season, and the original order purchase base will remain At high levels, the spot market will continue to strengthen. In the short term, it may maintain a shock pattern.
