Affected by the Spring Festival holiday, there was a seasonal accumulation of glass after the festival. On January 28, the total inventory of float glass sample enterprises in China was 76.122 million heavy boxes, an increase of 16.29% over the previous month and 113% over the previous year. The pace of shipment in the first week after the festival was slow, but the shipments in North China, Central China and East China were still good. The total inventory of float glass sample enterprises in China was -1.28% month-on-month, + 56. The inventory in Central China was -4.86% month-on-month; the inventory in North China was -3.30% month-on-month; the inventory in East China was -2.12% month-on-month; the inventory in South China was -0.03% month-on-month; The inventory in Northeast China is + 0.39%, the inventory in Southwest China is + 0.72%, and the inventory in Northwest China is + 1.
Last week, one float glass production line was cold repaired, one color was changed, and one leader was introduced; two deep processing production lines were ignited. As of last Thursday, the overall supply showed a downward trend. Supported
by the high cost, the spot price of float glass has been rising all the way after the year. Large manufacturers take the lead in raising prices, and other manufacturers follow up to promote sales. However, in view of the large replenishment efforts before the year, the midstream inventory has not yet been digested, while the downstream factories have not yet started, the demand is general, so it may be difficult to maintain the effectiveness. At the same time, due to the high inventory, the implementation of the price increase may have resistance.
The following is a list of price increases by manufacturers before the year:
Data Source: Digital Building Materials Network
Data Source: Digital Building Materials Network
Glass Industry Hotspot Summary (1.9-1.15)
January 29 Reported that the second line of Xianning Nanbo Glass Co., Ltd. is expected to release 700 tons of water for cold repair tomorrow. Reported
on February 3: Inner Mongolia Yujing Technology Co., Ltd. First line 1300 tons today. Reported
on January 31: The 600-ton second line of Jiangsu Dongtai Zhongbo Special Glass Co., Ltd. was ignited and put into production today. Reported
on February 3: Tengzhou Jinjing Glass Co., Ltd. produced 600 tons of first-line original white glass, which was converted to Ford Blue on February 2.
Simply put, it is to combine the video of fireworks show with the real scene in front of the car, then project it on the windshield, and add sound effects to achieve the effect of fireworks show in front of the car.
At present, the projection range, power and intelligence of HUD can not achieve the effect of fireworks show. To project images onto the windshield, special projector products are needed, and Geely has lost sight of the "big color TV" in the car.
4. In December 2022, China exported 219,500 tons of photovoltaic glass, an increase of 7.60%
over the previous year. In December 2022, China exported 219,500 tons of photovoltaic glass, an increase of 7.60% over the previous year and an increase of 26.66% over the previous year; From January to December 2022, the total export volume of photovoltaic glass was 2.2529 million tons, an increase of 6. Among them, the trade volume flowing to Vietnam was the largest, which was 46900 tons, a decrease of 4.5
6. Luoyang Glass: In the past two months, it has received more than 27 million
government subsidies. On February 1, Luoyang Glass announced that from December 2 to January 31, The Company and its subsidiaries received various government subsidies in an aggregate amount of RMB2,768.7.8
According to the requirements of GB/T11944-2012 Insulating Glass and the product standards indicated by the enterprise, the thickness deviation, the width of the outer sealant, the width of the inner butyl rubber layer and the dew point of the insulating glass products were inspected.
The spot check did not find that the products did not meet the requirements of relevant standards.
11. From the first half of 2021 to 2022, production per ton and per unit increased by 3%.
In the same period, total sales per ton and per unit of sales increased by 8.0% and 8.0%, respectively, compared with the first half of 2021. This is the highest growth rate since the first half of 2016.
13. In 2022, the total annual output of photovoltaic rolled glass was 1606.
In terms of production capacity and output, there were 40 photovoltaic rolled glass production enterprises in China, with a total of 442 production lines in 128 kilns, with a production capacity of 8. The total annual output of photovoltaic rolled glass was 16.062 million tons. In terms of
price, the average price of 2mm and 3.2mm photovoltaic rolled glass was 20.8 yuan/square meter and 27 yuan/square meter, down 11.9% and
This spot check is based on GB 4806.
No unqualified products are found in this spot check.
17. The glass substrate market will reach $
2.6 billion by 2027. The glass substrate market is expected to reach $2.6 billion by 2027, with a CAGR of 5 from 2022 to 2027. The compound annual growth rate in the Asia-Pacific region is expected to be 6. The market for glass substrates is driven by growing demand for electronics and automobiles in Asian countries such as China, India, Japan and South Korea.