Burst! The price of glass has gone up...

2024/03/15


The price of glass fiber has risen!

Yeah, you read that right, and it's definitely not clickbait. According to the feedback of the first line of news, the price of sheet yarn and felt yarn in the subdivision of yarn was suddenly pulled up, with an increase of 100-200 yuan/ton.

Source: Network


In addition to the rise of the giants, small factories have also heard the news and have raised prices. Downstream a little meng circle, thought this round of prices can fall below 3000 points, toward the 2 word, who knows suddenly bottomed out.

The recent news of the new capacity of the glass plant is flying, and it is reasonable to assume that in the case of serious excess capacity, the price of glass fiber should rebound is tantamount to a pipe dream.

In fact, it has to do with the type of glass fiber. Several major plates of yarn mainly include molding (SMC), spray, felt, sheet, thermoplastic, etc. Among these plates, the lowest price is felt and sheet.

In the case that the cost difference is not particularly large, the price difference of the terminal price can exceed 1500 yuan/ton, and the felt yarn and the sheet yarn have already been sold at a loss.

If you were a glass factory, what would you choose? Of course, it is as much as possible to compress the production capacity of these two loss-making transactions, which has accumulated for a period of time, resulting in the inventory of these two categories of yarn beginning to reduce.

Asked several factories, the inventory level of these two categories of yarn is indeed relatively low.

Although the recent demand has not exploded, it is also good, plus some industries are in the peak season. The ebb and flow has provided fertile ground for this rise, and the sun will shine brightly.

What everyone likes most is to chase up and not down! After the news of the price increase came out, the downstream began to panic a little, and asked some friends to stock up in advance. In this stampede, and further push up the price.

It is recommended that we should still calm down, although this wave of rise is indeed conditional, but after all, the total production capacity of the glass factory is there, and the increase is mainly the products that have fallen sharply in the early stage, and have been below the cost line. Once there is a return to profit, the glass factory will continue to increase production.

So should not stock, or according to their own production rhythm, according to the single stock is the most reasonable, otherwise it is likely to hit the hand.