[Variety Strategy] Glass： Summary of opinions of several futures companies in the morning paper on November 15th.

Summary of views of glass mechanism Futures company Multi-space direction Core logic Nanhua futures shake Glass stocks generally remained low, but market sentiment weakened and shipments slowed down. The favorable real estate policy and the expected decline in supply do not match the actual orders, which leads to limited price elasticity.

The contract in recent months is under greater pressure. Galaxy futures shake Glass inventory decreased by 3.2% month on month, but increased year on year.

16.69%； Production profits have recovered, and demand

Slightly improved due to the policy impact, but still low year-on-year; spot price

Loose, strong market wait-and-see mood, macro-policy entry

Vacuum period, short-term price fluctuation. Yongan research Empty Both spot and futures prices of glass have weakened, and the basis is low.

The price difference between January and May is low, the inventory is high and the profit is high.

Low, the terminal demand is not expected to improve significantly, resulting in glass

Glass futures are bearish. Zhengxin futures empty Macroeconomic sentiment weakened, glass futures prices fell, spot

The price is flat, and the progress of demand fulfillment needs attention. Everbright futures Empty Glass futures prices dropped significantly, breaking through the shock range.

Along, the spot market price fluctuates weakly, and some areas produce

The sales rate is on the low side. Although the inventory of enterprises has gone down, the fundamentals are

The index drive is limited, and the high risk in the futures market continues to be released.

Release, callback pressure is greater. Shen Yin wanguo shake Glass futures fell back, focusing on the consumption-driven and upstream market outlook.

Supply adjustment, observation of real estate policy changes and glass enterprises

Changes in industry profits. Short-term inventory increase, need to pay attention to supply and demand.

Adjust the process and the contraction degree of downstream supply. Huatai futures shake The increase of cold repair of glass production line leads to the decline of output, and the demand side

It is expected to improve under the expectation of catching up with the work, and the inventory will continue to go down.

Overall, it maintains a strong shock operation. Short-term market sentiment wave

Dynamic impact disk, need to pay attention to production line cold repair and downstream demand.

Situation.