7.1 | Jubo Glass: Float glass price steady, trade moderate; Al futures & spots down, slow trade.

聚 玻 头 条

JUBO  Morning Lens

Headline 1

According to the latest statistics from the National Energy Administration, China added a total of 6,173 newly filed new energy power generation projects (excluding household PV) in May 2026, all of which are photovoltaic projects. Among them, there are 39 centralized photovoltaic power projects and 6,097 industrial and commercial distributed photovoltaic power projects.

Headline 2

It is reported that the Technical Exchange Meeting on Revised Implementation Rules and Standards for Architectural Safety Glass Certification, co-hosted by China National Inspection Group and relevant industry associations of Jiangsu Province, will be held in Nanjing, Jiangsu on July 5, 2026. Centered on the theme "Updated Rules, Upgraded Standards, Quality Empowerment", the conference will focus on interpreting the technical requirements of the new national standards.

Glass｜Float Glass

Glass Price Adjustment Information 

7.1

Qujing Haishengrun: A unified price increase of 1 RMB/weight box is planned for all products.

Guangdong Mingxuan: Glass prices to rise by 20 RMB/ton.

7.2

Nanning Float Glass: Planned price hike of 1 RMB/weight box.

Glass Spot & Futures Price Market

National Average Price of Float Glass

• June 30: The national average reference price of float glass spot market stood at RMB 1,098 per ton, unchanged from June 29.

• June 30: The glass futures contract FG2609 closed at RMB 975 per ton, down RMB 3 per ton from June 29.

• North China: Downstream buyers remained cautious, resulting in mediocre overall trading volume.

  
  

  East China: A small number of manufacturers in Shandong raised quotations, and the market fluctuated on a stable basis.

  
  

  Central China: Enterprises conducted rational purchasing as the mainstream, and market prices stabilized.

  
  

  South China: Manufacturers adopted flexible shipment strategies, with overall production and sales remaining decent.

Glass｜Photovoltaic Glass (PV Glass)

PV Glass Prices

• Domestic PV glass market transactions are weak. Prices may fluctuate at month-end, manufacturers remain cautious, and PV glass prices are expected to stay largely stable in the short run.

Raw Materials｜Soda Ash

Unit Dynamics

Price Quotations

• The operating rate of domestic soda ash plants stood at 77.92% on June 30, up 1.46% from June 29.

• Domestic soda ash prices see no obvious fluctuations, with flexible transactions between buyers and sellers. Downstream purchasing demand remains moderate; enterprises mainly restock on dips while resisting high prices. The soda ash market is expected to fluctuate steadily in the short term.

Fuel｜Petroleum Coke & LNG

• Current average market price recorded is 3243 RMB/ton.

• Current average market price recorded is 5674 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic spot prices dropped sharply; Foshan market saw limited improvement. Wuxi market remained firm with steady inventory destocking in the region, supporting holders to hold prices and sell cautiously.

Aluminum｜Aluminum Profile

• Domestic aluminum futures and spot prices tumbled sharply amid widespread market caution, with overall trading activity staying tepid. For aluminum bars, suppliers hiked processing fees to high levels while downstream buyers only purchased for rigid demand. As for aluminum rods, market supply circulation remained tight, and suppliers largely held firm on prices.