要闻 来源:中信期货 时间:2022-12-02 09:12:26
(资料图)
需求端,近期深加工订单转弱,订单天数环比下降1.6 天,叠加北方天气逐渐寒冷,预计后续需求难以有实质性好转。供应端,部分厂家面临亏损,冷修计划提前,计划外冷修预期仍然较少,供应压力仍然巨大。受疫情影响库存本周环比增加 72 万重量箱,后续或仍将处于主动去库存状态。当前视角下,年底库存压力较大,玻璃价格或持续低位震荡。中长期关注保交楼进一步措施出台地产真实需求回升。
(文章来源:中信期货)
标签: 中信期货
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