7.21 | Jubo Info: Qibin & CSG 1200t PV lines shut; glass futures sub-900, spot-futures weak. SHFE Al dull, slow destock.

Glass｜Float Glass

Glass Price Adjustment Information 

7.20

• Mingxuan Glass: Prices for 9.6mm & thinner glass at Yangjiang Base to rise RMB 1/weight box; 4mm glass at Yingde Base up RMB 1/weight box.

• CSG Dongguan: Clear glass 3–4mm +RMB 40/ton; 5–8mm clear glass +RMB 20/ton.

7.21

• Hubei Jinjing: Low-E glass prices to increase RMB 0.5/sqm.

Float Glass production line dynamics

Jul 21: Hebei Xinli Line 3 (feeding halted yesterday) fully suspended production.

Glass Spot & Futures Price Market

National Average Price of Float Glass

• 7.20: The national average reference price of float glass spot market stood at RMB 1,079 per ton, down RMB 3 versus Jul 17.

• 7.20: The glass futures contract FG2609 closed at RMB 890 per ton, down RMB 10 per ton from July 17.

• North China: The first production line of Xinli has been shut down, with some manufacturers offering discounted shipments. Downstream buyers are mainly purchasing at lower prices.
  

  
  

• East China: The primary demand comes from enterprises with genuine operational needs; market prices remain stable for now.

  
  

• Central China: The company's approach is rather cautious, and overall trading activity has been mediocre.

  
  

• South China: Some manufacturers have adjusted their pricing fluctuations to boost sales, while demand-side players are replenishing stocks in moderation.

Glass｜Photovoltaic Glass (PV Glass)

PV Glass production line dynamics

Jul 20: CSG Guangxi kiln (1,200 tons/day capacity) entered cold maintenance.

Jul 21: Zhaotong Qibin (Yunnan) 1,200t/d PV glass kiln shut for cold maintenance.

PV Glass Prices

• Domestic PV glass market stays weak. Output is expected to shrink, and manufacturers adopt a wait-and-see stance. Downstream clients conduct minimal purchases; PV glass prices are projected to hold steady short term.

Raw Materials｜Soda Ash

Unit Dynamics

Qinghai Fatou’s production equipment returned to stable operation.

Price Quotations

• 7.20: The operating rate of domestic soda ash plants stood at 80.67%, up 2.89% from 77.78% on July 17.

• Soda ash prices stabilized temporarily with flexible trading volumes. Mid & downstream purchasing interest is sluggish. Cold maintenance of individual glass lines curbs demand and fuels broad market caution; soda ash market will remain weak in the near term.
  

Fuel｜Petroleum Coke & LNG

National Average Price of Petroleum Coke

• Current average market price recorded is 3,250 RMB/ton.

National Average Price of LNG

• Current average market price recorded is 5,428 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic aluminum ingot spot prices edged down narrowly amid weak spot corrections. Foshan: Suppliers cut processing fees; downstream restock as needed on dips, lifting overall turnover. Wuxi: Market wait-and-see sentiment intensified with thin trading between buyers and sellers.

Aluminum｜Aluminum Profile

• Domestic aluminum futures faced downward pressure and fluctuated lower, while spot prices dipped slightly with mediocre overall trading. Aluminum billets: Regional processing fees consolidated within ranges; downstream buying sentiment remained weak, slowing supplier shipments. Aluminum rods: Processing fees declined; enterprises hold cautious purchasing attitudes.