A number of glass production and processing enterprises in China issued price increase letters. At present, the spot price of glass is running at a low level in recent two years. As the market warms up, spot prices in some areas are stabilizing on the way. According to institutional monitoring, in recent days, the production and marketing rate of glass production enterprises in major producing areas has exceeded 100%.
From the supply side, the space for increasing glass production capacity is limited. At present, there are more strict regulations on the production of glass, such as energy consumption and pollution. Especially in the north, it is difficult to restore the production line due to the pressure of environmental protection. Industry insiders predict that 2022 will be a great year of cold repair. At present, there are more than 20 kilns to be overhauled in China. From the demand side, flat glass is mainly used in the construction field, automobile industry, photovoltaic electronics industry and life decoration industry including mirror furniture. Last year, the demand for building glass increased significantly, and the demand for automobile glass increased restoratively.
According to the theme database of financial Associated Press, among the relevant listed companies:
Csg Holding Co.Ltd(000012) has three complete industrial chains: energy-saving glass, electronic glass and display devices and Cecep Solar Energy Co.Ltd(000591) photovoltaic.
Anhui Deli Household Glass Co.Ltd(002571) indicates that the photovoltaic glass project for the technical transformation of the company's daily glass kiln plans to be ignited after the natural gas source is met.
