7.30 | Jubo Info: Glass spot trade muted, prices consolidate. Al futures & spot rise jointly, volume stagnant.

聚 玻 头 条

JUBO  Morning Lens

Headline 1

On July 27, T/CPIA 0156-2026 *General Rules for Cost Accounting Model of Photovoltaic Industry* was officially implemented. Guided by the State Administration for Market Regulation and the Ministry of Industry and Information Technology, this association standard was led and compiled by the China Photovoltaic Industry Association. It unifies the cost calculation scope, coefficients and models covering the whole industrial chain of polysilicon, silicon wafers, solar cells and modules.

Float Glass｜Price Adjustment Information

7.30

• Shahe Anquan: Ex-factory prices of large-size glass panels to be cut by RMB 20/ton.

8.1

• Shahe Jinhongyang: Ex-factory prices to drop by RMB 20/ton.

• Fujian Ruibo: All float glass products to rise uniformly by RMB 20/ton.

• Mingxuan Glass: Prices to rise by RMB 20/ton.

Float Glass｜Price Market Quotations

National Average Price of Float Glass

• 7.29: The reference average domestic float glass spot price stood at RMB 1,061/ton, unchanged from July 28.

• 7.29: Glass futures contract FG2609 closed at RMB 884/ton, dropping RMB 4/ton compared with July 28.

Average Prices of Float Glass by Region

• North China: The cost of goods for traders has increased, and enterprises mainly purchase at low prices, resulting in a weak yet stable market operation.

• East China: Downstream buyers are cautious in purchasing, and market prices remain stable for the time being.

• Central China: The market is filled with a strong wait-and-see sentiment, and manufacturers are offering quotations that are weak but stable.

• South China: Some manufacturers are offering preferential shipping terms, while downstream customers with essential demand are procuring supplies.

PV Glass｜Price Market Quotations

Average Prices of 3.2mm Photovoltaic Glass by Region

Average Prices of 2.0mm Photovoltaic Glass by Region

• The domestic PV glass market remains weak with no obvious price swings. Pervasive wait-and-see sentiment leads to sluggish manufacturer shipments. Further capacity shutdowns for cold repairs are likely on the supply side. The PV glass market is expected to fluctuate steadily in the short run.

Soda Ash｜Price Quotations

Light Soda Ash Prices by Regions

Heavy Soda Ash Prices by Region

• 7.29: The domestic soda ash operating rate stood at 81.26%, unchanged from July 28.

• Domestic soda ash market edges down amid overall stability. Prices of light and dense soda ash fall in some regions, pushing down average transaction levels. Producers are active in destocking while downstream clients purchase selectively on price dips. Growth of new orders is slow; soda ash prices are forecast to see mild fluctuations on a stable footing shortly.

Fuel｜Petroleum Coke、LNG

National Average Price of Petroleum Coke

• Current average market price recorded is 3,344 RMB/ton.

National Average Price of LNG

• Current average market price recorded is 5,264 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic spot prices climb broadly, with processing fees varying by region. In Foshan, market fundamentals hold firm with positive sentiment. Suppliers lift quotations moderately and downstream purchasing activity is decent. The Wuxi market stays weak; suppliers are eager to clear inventories.

  
  

Aluminum｜Aluminum Profile

• Domestic aluminum futures surge sharply, driving spot prices higher, yet transaction volume fails to expand significantly. For aluminum rods: Suppliers cut processing fees slightly amid poor trading activity. For aluminum billets: Downstream purchasing sentiment is muted and the market remains weak.