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东吴证券:玻璃价格阶段性有一定支撑

Soochow Securities: Glass prices have certain support in the stage.

Breakings ·  Jun 24 08:57
Soochow Securities' research report pointed out that in the short term, with the decline of glass profitability and the expected increase in cold repair production lines, coupled with the absolute low level of inventory of manufacturers and society, the glass price has some support in stages. However, if the downward pressure on demand increases, the pressure on supply and demand balance will also increase, and profits will still be under pressure. In the medium and long term, it is still necessary to track the impact of policies such as the guarantee of completion on the landing of demand. Float glass leaders enjoy long-term cost advantages such as silica sand resources, and the growth of diversified businesses such as photovoltaic glass. Recommended stocks: CSG Holding Co., Ltd. and Zhuzhou Kibing Group.

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