9.10 | Jubo Info: Central China glass spot rises, social inventories drop. SH Al rallies, high spot prices curb trades.

Float Glass｜Price Adjustment Information

9.9

• Chengdu CSG: Plans to raise ordinary clear glass by 30 RMB/ton.

• Chengdu Taiwan Glass: Plans to increase clear glass by 30 RMB/ton.

9.10

• Hebei Run'an: Plans to lift clear glass of all thicknesses by 1 RMB/weight box, with the same adjustment for export products.

• Shahe Dingjin: Plans to raise ex-factory price of small sheets by 5 RMB/ton.

• CNBM Yaohua (Neijiang): Plans a 0.5 RMB/㎡ hike for all single-silver Low-E coated large sheets and 1 RMB/㎡ for double-silver Low-E coated large sheets.

• Yibin Yaohua: Plans to raise prices of all clear glass products by 1.5 RMB/weight box.

• Jiangxi Hongyu: Plans a uniform 1 RMB/weight box increase for all glass products.

• Kibing (Zhejiang): Plans a 20 RMB/ton price hike.

• Fujian Ruibo: Plans to raise all float glass products by 20 RMB/ton.

• Fuzhou Xinfuxing: Plans a 20 RMB/ton rise across all thicknesses of float clear glass.

• Nanning Float Glass: Plans to increase glass prices by 1 RMB/weight box.

• Guizhou Haisheng: Plans to raise float clear glass by 1 RMB/weight box.

• Bijie Mingjun: Plans to lift clear glass by 1 RMB/weight box.

• Qianbo Yongtai: Plans to raise clear glass by 1 RMB/weight box.

• Qujing Haishengrun: Plans a uniform 1 RMB/weight box increase for float clear glass.

9.11

• Kibing (Liling): Plans to raise European Grey glass for external shipment by 20 RMB/ton.

• Kibing (Zhangzhou, Heyuan Bases): European Grey glass for external shipment to rise by 20 RMB/ton.

Float Glass｜Production Line Dynamics

9.9

• Tianjin Yaopi Line 2 (designed capacity: 600 tpd) started ribbon drawing.

Float Glass｜Price Market Quotations

National Average Price of Float Glass

• 9.9: National reference spot price of float glass stood at RMB 1,058 RMB/ton, up 1 RMB/ton from Sep 8.

• 9.9: Glass futures contract FG2609 closed at RMB 969 RMB/ton, down 8 RMB/ton versus Sep 8.

Average Prices of Float Glass by Region

• North China: Market prices have stabilized; however, some manufacturers still plan to raise their prices.

• East China: Downstream demand remains weak, and enterprises are adopting a more cautious approach to procurement.

• Central China: Some manufacturers have raised their prices, while market prices continue to rise.

• South China: Driven by the market's upward pricing sentiment, companies are adopting a more cautious approach to 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 stayed weak with stable overall prices. Downstream buyers only purchased for rigid demand and trading was sluggish. Output reduction is expected on the supply side; PV glass prices are projected to remain broadly stable shortly.

Soda Ash｜Unit Dynamics

Hangzhou Longshan is expected to start operation gradually; equipment of Inner Mongolia Yinboyuan will resume next week.

Soda Ash｜Price Quotations

Light Soda Ash Prices by Regions

Heavy Soda Ash Prices by Region

• 9.9: The operating rate of domestic soda ash units was 72.12%, unchanged from Sep 8.

• Domestic soda ash prices stabilized with mediocre trading. Downstream inventory willingness was low and companies restocked as needed. Fundamental driving forces were limited while manufacturers faced shipment pressure; soda ash market is expected to consolidate steadily.

Fuel｜Petroleum Coke、LNG

National Average Price of Petroleum Coke

• Current average market price recorded is 3,528 RMB/ton.

National Average Price of LNG

• Current average market price recorded is 6,209 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic aluminum ingot spot prices rose rapidly with varied trading performance across regions. In Foshan, the market stayed firm; downstream bought for rigid demand and holders slightly cut processing fees. In Wuxi, some holders held firm on prices and trading was thin.

Aluminum｜Aluminum Profile

• SH Aluminum prices kept climbing, lifting spot prices, yet trading came under pressure. For aluminum wire rods, downstream resisted high prices and transactions were moderate. For aluminum bars, purchasing activity was poor and market sentiment remained dull.