9.3 | Jubo Info: Glass spot creeps up; futures dip. SH‑AL high‑volatile, spot softens.

聚 玻 头 条

JUBO  Morning Lens

Headline 1

It is reported that Furnace‑1 of Nanning Float Glass Co., Ltd. (designed capacity: 700 tpd) started furnace cooling on the afternoon of September 2.

Float Glass｜Price Adjustment Information

9.3

• Nanning Float Glass: Plans to raise glass prices by 1‑2 RMB/weight‑box.

Float Glass｜Price Market Quotations

National Average Price of Float Glass

• 9.2: National reference spot price of float glass stood at RMB 1,047/ton, up RMB 2/ton from Sep 1.

• 9.2: Glass futures contract FG2609 closed at RMB 961/ton, down RMB 8/ton versus Sep 1.

Average Prices of Float Glass by Region

• North China: Market sentiment at Shahe has improved compared to previous periods, and regional shipments have accelerated.

• East China: Downstream procurement is primarily driven by essential demand; overall transaction volumes remain satisfactory.

• Central China: Enterprises are adopting a more cautious approach to procurement; market prices have stabilized.

• South China: Regional shipment discrepancies; market performance remains weak and stable.

PV Glass｜Price Market Quotations

Average Prices of 3.2mm Photovoltaic Glass by Region

Average Prices of 2.0mm Photovoltaic Glass by Region

• China’s PV glass market fluctuates, with 3.2mm prices edging higher narrowly. Production cuts fuel rising price sentiment, offering upward support. Downstream buys for rigid demand and mills keep shipments going. Short‑term PV glass market is expected to fluctuate at stable levels.

Soda Ash｜Unit Dynamics

Jiangsu Huachang resumes operation; Hangzhou Longshan under maintenance; Henan Junhua on short‑term shutdown.

Soda Ash｜Price Quotations

Light Soda Ash Prices by Regions

Heavy Soda Ash Prices by Region

• 9.2: Domestic soda‑ash operating rate stood at 70.04%, down 3.21% from 73.25% on Sep 1.

• Domestic soda‑ash trading stays decent. Light soda‑ash prices climb in some regions, lifting overall transaction levels. Downstream places rigid‑demand orders, and mill order books remain supported. Tight supply in some areas; short‑term market is projected to fluctuate steadily.

Fuel｜Petroleum Coke、LNG

National Average Price of Petroleum Coke

• Current average market price recorded is 3,516 RMB/ton.

National Average Price of LNG

• Current average market price recorded is 5,887 RMB/ton.

Aluminum｜Aluminum Ingot

• Domestic aluminum ingot spot market fluctuates weakly with diverging regional trades. Foshan sees low inventories and bearish sentiment; holders mostly sell at reduced prices. Wuxi market adjusts soft‑stable; some holders defend prices and slow sales, while downstream keeps steady purchasing.

Aluminum｜Aluminum Profile

• SH‑AL trades at high‑level fluctuations. Spot trading softens slightly with lower prices. Holders are willing to ship goods; downstream only makes rigid‑demand purchases with cautious sentiment and limited new orders.