7.22 | Jubo Info: Yufeng 700t & Lihu 600t float lines shut; glass spot down. Al futures-spot diverge, thin trade.

Glass｜Float Glass

Glass Price Adjustment Information 

7.22

• Bijie Mingjun: Clear glass prices to rise RMB 2/weight box.

Float Glass production line dynamics

Jul 20: Hainan Xinyi Line B (600t/d designed capacity) switched production from clear glass to crystal grey glass, feeding started.

Jul 22: Guangdong Yufeng Line 2 (700t/d designed capacity) to be drained.

Jul 22: Shanxi Lihu Jiaocheng Line 1 (600t/d designed capacity) drained.

Glass Spot & Futures Price Market

National Average Price of Float Glass

• 7.21: The national average reference price of float glass spot market stood at RMB 1,072 per ton, down RMB 7 versus Jul 20.

• 7.21: The glass futures contract FG2609 closed at RMB 904 per ton, up RMB 14 per ton from July 20.

• North China: Purchasing demand remains tepid; transactions mostly concluded at lower prices.

  
  

• East China: Manufacturers face shipment pressure; prices fall in many regions with lower average transaction prices.

  
  

• Central China: Moderate shipments and steady regional prices.

  
  

• South China: Downstream buyers purchase to meet rigid demand; trading activity is acceptable overall.

Glass｜Photovoltaic Glass (PV Glass)

PV Glass Prices

• Several domestic PV glass production lines enter cold maintenance successively, bringing down total output and narrowing the supply-demand gap, which may improve market conditions. Manufacturers keep quotations steady for now; the PV glass market is expected to stay weak in the short run.
  

Raw Materials｜Soda Ash

Unit Dynamics

Lianyungang Soda Industry plans to resume production on Jul 25. Gansu Ammonia Soda Source and Inner Mongolia Chemical plan equipment maintenance in early and mid-August.

Price Quotations

• 7.21: The operating rate of domestic soda ash plants stood at 80.67%, unchanged from 80.67% on Jul 20.
  

• The domestic soda ash market fluctuates with generally stable prices and dull trading across most regions. Downstream buyers procure on an as-needed basis and resist high quotations; most deals are closed at lower prices. The market remains in a supply surplus pattern, and soda ash prices are projected to stay largely steady short term.
  

Fuel｜Petroleum Coke & LNG

• Current average market price recorded is 3,243 RMB/ton.

• Current average market price recorded is 5,423 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic aluminum ingot spot prices fell broadly with diverging regional performance. Foshan market shows signs of stabilization; some suppliers lifted quotations. East China remains under pressure. Suppliers are eager to deliver goods with processing fees trimmed slightly.
  

Aluminum｜Aluminum Profile

• Domestic aluminum market dipped then rebounded with marginal gains. SHFE Aluminum bounced after hitting lows, while spot prices kept declining and overall trading stayed sluggish.For aluminum rods, processing fees hold steady in major regions; downstream buyers only make small rigid purchases on price dips. End-users remain cautious over aluminum billets; inventories edge up and suppliers see slow shipments.