On the 19th, the Shanghai Composite Index closed at 20,595.54 points, down 18.96 points, or 0.91%, with a transaction volume of 43.63 billion yuan. The plate fell more or less. It is worth mentioning that the glass market rose 1.39% against the market, Yaopi Glass, King Kong Glass, Luoyang Glass and other stocks rose more than 4%.
Analysts pointed out that the glass stocks were affected by the expected increase in glass prices yesterday. It is reported that glass prices have recently been raised in major cities across the country. According to the latest price calculations on Friday, glass prices have risen by 12.01% in the last 30 days and by 9.21% in 20 days, while prices of upstream soda ash and heavy oil have been stable. In addition, glass ** is expected to become the next successful landing in China ** market varieties, which has become an important reason for the market to pursue glass stocks.
Analysts believe that glass prices have stabilized in the short term. According to historical rules, China’s glass prices have experienced four major upswings in the past 10 years, appearing in 2000, 2003, 2007, and 2010 respectively. Basically 3-4 years in a cycle, the rise time in each cycle is shorter than the decline in time, 2013 is the price rise cycle.
Affected by the increase in prices, yesterday's glass plate rose 1.39% against the market, according to the same Huashun IFIND statistics show that yesterday's stocks to achieve a large net DDE is positive as follows: King Kong Glass (1982.43 million), Yaopi glass (3.1631 million yuan) , Luoyang Glass (2.611 million yuan), Fang Xing Technology (258.96 million yuan), Three Gorges Xincai (154.50 million yuan), Optoelectronics (77.46 million yuan), Zhenguang Industrial (6.528 million yuan), Shandong Pharmaceutical Glass (564,500 yuan) Yuan) and Deli shares (37.75 million yuan).
In this regard, Morgan Stanley Investment believes that the trend of the glass industry is highly cyclical, so it is expected that when the macro economy does not have a strong rebound, the industry recovery is also a moderate recovery, and the follow-up price increase also depends on the improvement of the demand side. Especially affected by real estate and auto industry. First of all, real estate is not likely to see a clear rebound in the short term, but it will continue to grow steadily in the medium to long term. From a longer-term perspective, the urbanization rate will continue to increase during the “12th Five-Year Plan†period. Demand will continue to grow. Secondly, as the auto market continues to grow, with the economic development, the growth rate of auto production and sales during the 12th Five-Year Plan period is expected to remain at around 10%. Therefore, the industry still has certain investment value for a long time, but due to the valuation of the industry itself. Excessive investors must pay attention to risks and must not chase them high.
The Guotai Junan recently released the glass and glass products industry weekly report that the glass price index in the first half of the previous month rose 0.5%; the current glass prices slightly warmer, cold repair and production line rate fell slightly. The overall national glass price rebounded at the bottom, and the profit recovery trend gradually formed. Maintain the industry's “overweight†rating and focus on: Qibin Group, CSG A, Jinjing Technology, Fangxing Technology, Xiuqiang Shares, Amanda, North Glass, and AVIC Sanxin.
Glass ** launch is expected to be favorable for this wave of glass prices can be maintained for how long, remains to be observed. However, glass ** is expected to be one of the potential benefits of rising glass stocks.
According to statistics, at the end of last year, Zhengzhou Chamber of Commerce began to visit large glass manufacturing companies in China to investigate the supply and demand of glass and seek advice for the development of suitable contracts. Zhengzhou Glass's exposure draft published on August 1 showed that glass ** was the first product in China to use full factory warehouse delivery. Delivery warehouse must reach a certain storage capacity, convenient transportation and strong cargo handling capacity. According to reports, the country will have about 18 delivery warehouses distributed in South China and East China. As an exchange delivery warehouse designated by the Exchange, enterprises can, on the one hand, have a clear understanding of the delivery conditions of the futures market and, on the other hand, facilitate brand promotion.
As early as 1994, the glass ** was once a listed variety. In 1998, when the ** market was cleaned up and rectified, the variety was cancelled. In 2005, Zheng Shang reopened glass ** research. Analysts believe that a new breed of products will greatly benefit companies in the product chain.
Morgan Stanley Investment pointed out that the introduction of the glass ** will be the second new product following this year's silver **, and **'s own hedging function will evade price risk and optimize the industrial structure for glass manufacturers and downstream processing companies. Benign influence, however, the specific date of the ** launch has not yet been determined, with reference to the impact of the launch of steel and PVC** on the stock price, it is expected that there will be short-term trading opportunities in the glass sector for 1-2 weeks before the launch of the glass **. Investors can focus on individual stocks that have greater flexibility and strong competitiveness in the industry, and take short-term positions on dips.
In addition, analysts believe that the previous "12th Five-Year Development Plan for New Materials Industry" and "Planning" clearly stated that "to meet the needs of building energy efficiency, flat panel display and solar energy utilization, etc., to accelerate the special glass industry To enhance product self-sufficiency.
Analysts pointed out that the glass stocks were affected by the expected increase in glass prices yesterday. It is reported that glass prices have recently been raised in major cities across the country. According to the latest price calculations on Friday, glass prices have risen by 12.01% in the last 30 days and by 9.21% in 20 days, while prices of upstream soda ash and heavy oil have been stable. In addition, glass ** is expected to become the next successful landing in China ** market varieties, which has become an important reason for the market to pursue glass stocks.
Analysts believe that glass prices have stabilized in the short term. According to historical rules, China’s glass prices have experienced four major upswings in the past 10 years, appearing in 2000, 2003, 2007, and 2010 respectively. Basically 3-4 years in a cycle, the rise time in each cycle is shorter than the decline in time, 2013 is the price rise cycle.
Affected by the increase in prices, yesterday's glass plate rose 1.39% against the market, according to the same Huashun IFIND statistics show that yesterday's stocks to achieve a large net DDE is positive as follows: King Kong Glass (1982.43 million), Yaopi glass (3.1631 million yuan) , Luoyang Glass (2.611 million yuan), Fang Xing Technology (258.96 million yuan), Three Gorges Xincai (154.50 million yuan), Optoelectronics (77.46 million yuan), Zhenguang Industrial (6.528 million yuan), Shandong Pharmaceutical Glass (564,500 yuan) Yuan) and Deli shares (37.75 million yuan).
In this regard, Morgan Stanley Investment believes that the trend of the glass industry is highly cyclical, so it is expected that when the macro economy does not have a strong rebound, the industry recovery is also a moderate recovery, and the follow-up price increase also depends on the improvement of the demand side. Especially affected by real estate and auto industry. First of all, real estate is not likely to see a clear rebound in the short term, but it will continue to grow steadily in the medium to long term. From a longer-term perspective, the urbanization rate will continue to increase during the “12th Five-Year Plan†period. Demand will continue to grow. Secondly, as the auto market continues to grow, with the economic development, the growth rate of auto production and sales during the 12th Five-Year Plan period is expected to remain at around 10%. Therefore, the industry still has certain investment value for a long time, but due to the valuation of the industry itself. Excessive investors must pay attention to risks and must not chase them high.
The Guotai Junan recently released the glass and glass products industry weekly report that the glass price index in the first half of the previous month rose 0.5%; the current glass prices slightly warmer, cold repair and production line rate fell slightly. The overall national glass price rebounded at the bottom, and the profit recovery trend gradually formed. Maintain the industry's “overweight†rating and focus on: Qibin Group, CSG A, Jinjing Technology, Fangxing Technology, Xiuqiang Shares, Amanda, North Glass, and AVIC Sanxin.
Glass ** launch is expected to be favorable for this wave of glass prices can be maintained for how long, remains to be observed. However, glass ** is expected to be one of the potential benefits of rising glass stocks.
According to statistics, at the end of last year, Zhengzhou Chamber of Commerce began to visit large glass manufacturing companies in China to investigate the supply and demand of glass and seek advice for the development of suitable contracts. Zhengzhou Glass's exposure draft published on August 1 showed that glass ** was the first product in China to use full factory warehouse delivery. Delivery warehouse must reach a certain storage capacity, convenient transportation and strong cargo handling capacity. According to reports, the country will have about 18 delivery warehouses distributed in South China and East China. As an exchange delivery warehouse designated by the Exchange, enterprises can, on the one hand, have a clear understanding of the delivery conditions of the futures market and, on the other hand, facilitate brand promotion.
As early as 1994, the glass ** was once a listed variety. In 1998, when the ** market was cleaned up and rectified, the variety was cancelled. In 2005, Zheng Shang reopened glass ** research. Analysts believe that a new breed of products will greatly benefit companies in the product chain.
Morgan Stanley Investment pointed out that the introduction of the glass ** will be the second new product following this year's silver **, and **'s own hedging function will evade price risk and optimize the industrial structure for glass manufacturers and downstream processing companies. Benign influence, however, the specific date of the ** launch has not yet been determined, with reference to the impact of the launch of steel and PVC** on the stock price, it is expected that there will be short-term trading opportunities in the glass sector for 1-2 weeks before the launch of the glass **. Investors can focus on individual stocks that have greater flexibility and strong competitiveness in the industry, and take short-term positions on dips.
In addition, analysts believe that the previous "12th Five-Year Development Plan for New Materials Industry" and "Planning" clearly stated that "to meet the needs of building energy efficiency, flat panel display and solar energy utilization, etc., to accelerate the special glass industry To enhance product self-sufficiency.
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