The market differentiation of glass raw materials is obvious

Regional differentiation is evident,with 800 tons of cold repair on the Binzhou Fourth Line in Zhangzhou,while glass in southern and southwestern regions remains tight.The price has not changed much,with a decline in North China and a strength in South China,reporting North China 3044,East China 3258,South China 3070,Southwest China 3005,and Wuhan 3110.The main contradiction in downstream demand lies in the lack of funds,the long repayment cycle of terminal real estate,the anti seasonal accumulation of original social inventory,and a daily financing volume of 175800 tons.The demand for terminal real estate has turned downward,but the second half of the year is still the peak season for completion,and the driving force of high glass prices is unclear.It is recommended to wait and see.