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A股異動 | 玻璃概念股集體走弱 玻璃期貨主力合約跌至1600元/噸附近
格隆匯11月2日丨玻璃概念股集體走弱,金晶科技跌約6%,旗濱集團跌5.46%。玻璃期貨主力合約下跌已持續三個月,近期有加速跡象,今日收報1627元/噸,低見1615元/噸。自7月23日的歷史高點3079元/噸計算,最大跌幅已接近腰斬。需求端由於房地產企業面臨較大的資金壓力,下游訂單增量有限。原料端,動力煤價格在國家發改委牽頭的保供限價的一系列會議要求後,已經出現明顯的下調。供給端,由於玻璃生產線具有剛性生產的特性,窯爐一經點火,通常會連續生產8-10 年,目前庫存快速累積,廠家降價頻繁,悲觀情緒蔓延。

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