8.4 | Jubo Info: East/Central/South China glass mills raise offers; spot consolidates. Al futures & spot down, weak trade.

Float Glass｜Price Adjustment

8.3

• Hebei CSG: Ultra-white glass to be raised by RMB 50/ton.

• Chengdu CSG: Clear glass to be raised by RMB 30/ton.

• Chengdu Taiwan Glass: Clear glass to be raised by RMB 30/ton.

• Jiangsu PPG: Raw online coated Low-E glass to be raised by RMB 50/ton.

• Fujian Ruibo: All float glass products to be lifted uniformly by RMB 100/ton.

• Fuzhou New Fuxing: All-thickness clear & ultra-white float glass to be lifted uniformly by RMB 100/ton.

• Kibing (Zhangzhou & Heyuan Base): Clear and ultra-white glass to be raised by RMB 100/ton.

8.4

• Liling Kibing: Ordinary clear glass to be raised by RMB 20/ton.

• Kibing (Changxing & Pinghu Base): Clear glass to be raised by RMB 20/ton.

• Nanning Float Glass: Glass price to be raised by 1 RMB/weight box.

8.5

• Henan Ancai: Ultra-white glass to be raised by RMB 50/ton.

• Tengzhou Jinjing: Overall quotation to be raised by RMB 50/ton.

Float Glass｜Production Line Dynamics

8.3

• Hebei CSG Line 1 (600 tons/day designed capacity): Converted from ultra-white glass to clear glass.

Float Glass｜Price Market Quotations

National Average Price of Float Glass

• 8.3: The national reference average spot price of float glass stood at RMB 1060/ton, down RMB 1/ton compared with July 31.

• 8.3: Glass futures contract FG2609 closed at RMB 868/ton, down RMB 7/ton versus July 31.

Average Prices of Float Glass by Region

• North China: There are discrepancies in manufacturer shipments; transactions between buyers and sellers primarily occur at low prices.

• East China: Downstream procurement remains cautious, with the market experiencing narrow-range consolidation.

• Central China: Strong market demand provides support, while manufacturers' quoted prices remain stable.

• South China: Some manufacturers have raised their quotations, while enterprises are primarily opting for rational procurement.

PV Glass｜Price Market Quotations

Average Prices of 3.2mm Photovoltaic Glass by Region

Average Prices of 2.0mm Photovoltaic Glass by Region

• Domestic PV glass market fluctuates steadily. Driven by previous production line shutdowns and newly released month-end prices, manufacturers across regions hiked quotations. Industry output may shrink further later, and PV glass prices are expected to stay stable in the short run.

Soda Ash｜Price Quotations

Light Soda Ash Prices by Regions

Heavy Soda Ash Prices by Region

• 8.3: The operating rate of domestic soda ash plants hit 77.23%, down 0.8% from 78.03% on July 31.

• Domestic soda ash market trends downward amid volatility. Light soda ash prices are lowered in some areas, and overall trading stays sluggish. Downstream purchasing demand is tepid, and low-price deals prevail. Market sentiment is weak without fundamental positive catalysts; the soda ash market is projected to remain weak shortly.

Fuel｜Petroleum Coke、LNG

National Average Price of Petroleum Coke

• Current average market price recorded is 3,407 RMB/ton.

National Average Price of LNG

• Current average market price recorded is 5,425 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic spot prices slump sharply alongside aluminum futures, with differentiated trading performance in mainstream regions. Inventories dip slightly in Foshan; holders prop up prices and slow shipments with partial price cuts, while downstream buyers purchase on dips. East China market stays weak, and enterprises only restock for rigid demand.

Aluminum｜Aluminum Profile

• Both aluminum futures and spot prices fall with muted overall trading. For aluminum billets, regional processing fees edge up amid fluctuation and trading stays flat. For aluminum rods, processing fees for suppliers face pressure with dull market sentiment.