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According to the analysis of Securities Star, glass Q2 hit the bottom and rebounded, ushering in a quarterly profit rise cycle. Based on the selection and installation of glass companies, different appliance industry boom recovers, and the industry rating is adjusted to overweight

in response to this change, on the basis of the previously established national "price difference between glass heavy oil and soda ash", a ten day glass price tracking system has been established in 82 regions across the country for the first time to track the change track of glass prices in time. The data is the ten day time series data since 2008

in late August, the average glass price in the above 82 regions was 28.1 yuan/square meter, up 0.3% month on month, up 4.1% month on month, and down 4.1% year on year. After stabilizing from late June to late July, prices have risen sharply again since early August, and are now in an upward channel

among the 82 regions, glass prices in 6 regions fell in late August compared with the first ten days, prices in 12 regions increased month on month, and prices in the other 64 regions were flat. Fuzhou, Yantai and Shenzhen rose 4.2%, 2.9% and 6.7% month on month. Beijing, Guangzhou and Haikou were flat. Shanghai and Chengdu decreased by 5.9% and 20%

in August, the national "price difference between glass heavy oil and soda ash" was 29, with a month on month increase of 74% and a year-on-year increase of 326%, hitting a single month high since 2006, and the boom continued to be high. This is mainly because the glass price rose by 14% month on month and increased by 2% month on month, and the prices of soda ash and heavy oil both fell month on month

in August, the output of BMI glass enterprises decreased by 3% year on year, increased by 2% month on month, the sales volume increased by 5.5% year on year, and decreased by 15% month on month. The sales rate this month was 96%, down 19 percentage points from the previous month. At the end of the month, the glass inventory decreased by 16% compared with the same period of the previous year, and increased month on month to ensure the effectiveness of the work, plus 15%

the glass price tracking system in 82 regions shows that the glass price is in the promotion channel, "the price difference between glass heavy oil and soda ash" shows that the glass profit is also in the accelerated promotion channel. After the glass demand entered the peak season in late August, it is expected that the glass boom will remain high before the end of the year

in August, the national glass production increased by 9% year-on-year, driving the growth rate of cumulative glass production to be positive. The improvement in demand led to an increase in profits, driving enterprises to expand production. In August, the new construction and construction area of real estate increased significantly on a month on month basis, indicating that the demand for glass in the future is still in a boom recovery period

the logic of glass investment is still: the recovery of real estate drives the recovery of domestic glass demand, the improvement of international economy drives the improvement of glass exports, the low prices of soda ash and heavy oil help to improve profits, and based on the assumption that the valuation of new energy is reasonable. Mainly recommend Fuyao Glass, CSG and Jinjing technology

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