7.2 | Jubo Info: Glass spot flat with mixed prices; aluminum futures & spots drop, end demand uneven.
聚 玻 头 条
JUBO Morning Lens
Headline 1
It is reported that Kibing Group has disclosed its private placement plan, intending to raise total funds of no more than RMB 1.427 billion. After deducting issuance expenses, the proceeds will be invested in projects including the ultra-thin flexible glass (UTG) manufacturing platform and glass substrate project, the technical upgrading project of high-transmittance in-line CVD-FTO conductive glass, the carbon reduction technical transformation project for high-performance new energy vehicle glass substrates, as well as supplementary working capital.
Headline 2
The 2026 South China (Guangzhou) International Glass Exhibition will be held at Poly World Trade Expo Center, Pazhou, Guangzhou from July 8 to 10, 2026.
Glass｜Float Glass
Glass Price Adjustment Information
7.1
Xianning CSG: Prices of all thicknesses of ultra-clear glass will be raised by 20 RMB/ton.
7.4
Kaili Kairong: European Grey, Ford Blue coated glass and clear glass will be increased uniformly by 2 RMB/weight box.
Glass Spot & Futures Price Market
National Average Price of Float Glass
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July 1: The national average reference price of float glass spot market stood at RMB 1,095 per ton, down 3 RMB/ton from June 30.
- July 1: The glass futures contract FG2609 closed at RMB 961 per ton, down RMB 14 per ton from June 30.
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North China: Enterprises only purchase for rigid demand, overall trading is sluggish.
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East China: Some manufacturers adjusted quotations; the market consolidated within a narrow range with the overall transaction price moving lower.
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Central China: Poor downstream purchasing sentiment, with manufacturers keeping prices stable and staying on the sidelines.
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South China: Manufacturers see mixed shipments, with a few lifting quotations slightly.
Glass｜Photovoltaic Glass (PV Glass)
PV Glass Prices
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No obvious price swings in domestic photovoltaic glass market. Downstream buyers only make minimal rigid purchases; most producers hold prices steady and adopt a wait-and-see stance. The market is expected to remain weak in the short term.
Raw Materials｜Soda Ash
Unit Dynamics
Xuzhou Fengcheng and Qinghai Salt Lake facilities resume normal operation; Southern Soda Industry plans equipment maintenance in August.
Price Quotations
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July 1: The operating rate of domestic soda ash plants stood at 79.95%, up 2.03% from June 30.
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Domestic soda ash trading slows down. Prices of light and heavy soda ash in South China edge lower within a narrow range, pulling down overall transaction prices. At present, downstream enterprises mainly replenish inventories on dips. Fundamentals remain weak, and soda ash prices are expected to fluctuate at a steady level in the short term.
Fuel｜Petroleum Coke & LNG
National Average Price of Petroleum Coke
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Current average market price recorded is 3,180 RMB/ton.
National Average Price of LNG
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Current average market price recorded is 5,621 RMB/ton.
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Domestic spot prices of aluminum ingots continue to fall. Foshan market stabilizes and improves with substantial inventory destocking, while Wuxi market faces mild downward pressure.
Aluminum｜Aluminum Profile
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Domestic aluminum futures hit new lows again, with spot prices falling in tandem, and trading activity in end markets diverging. For aluminum bars, overall turnover improved compared with earlier periods, and holders raised processing fees. For aluminum rods, downstream purchasers remain cautious, dominated by the mentality of buying on price rises rather than price falls.
