9.30 | Jubo Info: South China glass falls, spot trading weakens. Pre-holiday Al futures dip, spot sentiment fades.

Float Glass｜Price Market Quotations

National Average Price of Float Glass

• 9.29: National reference spot price of float glass stood at RMB 1,064 RMB/ton, down 1 RMB/ton from Sep 28.

• 9.29: Glass futures contract FG2701 closed at RMB 891 RMB/ton, 

  a drop of 2 RMB/ton compared with Sep 24.

Average Prices of Float Glass by Region

• North China: Some manufacturers offer flexible pricing, but overall transaction volumes remain modest.

• East China: Downstream procurement is primarily driven by rational purchasing behavior, while regional shipments are under pressure.

• Central China: Manufacturer quotes have shown no significant fluctuations, and the market is operating in a weak but stable manner.

• South China: Some manufacturers are offering substantial discounts to boost sales volume, leading to a general shift of transaction focus toward lower-tier markets.

PV Glass｜Price Market Quotations

Average Prices of 3.2mm Photovoltaic Glass by Region

Average Prices of 2.0mm Photovoltaic Glass by Region

• Domestic photovoltaic glass prices remain stable. Downstream purchasing activity is limited, and inventory pressure rises in partial regions. With no positive fundamentals, the PV glass market is expected to stay weak in the short term.

Soda Ash｜Unit Dynamics

Shandong Haitian raises operating load.

Soda Ash｜Price Quotations

Light Soda Ash Prices by Regions

Heavy Soda Ash Prices by Region

• 9.29: The operating rate of domestic soda ash units was 76.09%, up 0.51% from 75.58% on Sep 28.

• The domestic soda ash market remains weak with dull transactions. Amid the upcoming holiday, purchasing enthusiasm of midstream and downstream enterprises weakens. Market participants hold a wait-and-see stance; manufacturers mainly deliver existing orders. Soda ash prices are projected to remain stable shortly.

Fuel｜Petroleum Coke、LNG

National Average Price of Petroleum Coke

• Current average market price recorded is 3,632 RMB/ton.

National Average Price of LNG

• Current average market price recorded is 6,105 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic Al ingot spot prices keep declining amid weak trades. Foshan sees muted deals, sellers cut offers and downstream stocking limited; East China trading softens with slow purchases.

Aluminum｜Aluminum Profile

• Domestic Al futures range-bound near holiday, spot prices keep falling with muted trades. Al billet processing fees consolidate; some sellers cut prices. Downstream stocking for Al rods stays tepid.