Recently, with the recovery of domestic economy, the construction of projects around the country has been started one after another, and the improvement of real estate demand has driven the price of glass to rise. As far as Northeast China is concerned, since the festival, the price of glass has risen by 50 yuan/ton. As of March 17, the market price of 5.0mm float glass in Northeast China is 1660 yuan/ton. In terms of inventory, as of March 16, the inventory of production enterprises in Liaoning Province was 3.83 million heavy boxes, down 9.9% from the same period last year, and the inventory declined for two consecutive weeks.
"Glass production and sales can exceed 100 in these two days." A glass manufacturer in Northeast China told the Digital Building Materials DataBM. Com, "Processing plants and distributors take half of the goods, processing plants in Northeast China are less, in general, distributors take more goods than processing plants."
According to the Digital Building Materials DataBM. Com, in 2022, the investment in real estate development in Northeast China was 400.5 billion yuan, down 25.5% from the same period last year, of which 320.7 billion yuan was residential investment, down 22.5% from the same period last year. In 2022, the sales area of commercial housing in Northeast China was 41.09 million square meters, down 37.9% year-on-year, and the sales volume was 308 billion yuan, down 40.9% year-on-year.
On March 15, the National Bureau of Statistics issued a monthly report on real estate development and sales, in which real estate investment in Northeast China was 15.1 billion yuan, down 13% from the same period last year, and housing sales area in Northeast China was 3.78 million square meters, up 2.6% from the same period last year. It is the only growth area in the country, and the situation of real estate funds in place and investment has improved.
Compared with the construction data, the completion data linked to glass demand is more eye-catching, in January-February, the completed area of housing is 13178 million square meters, an increase of 8.0%. Among them, the completed residential area was 97.82 million square meters, an increase of 9.7%. Fu Linghui, a spokesman for
the National Bureau of Statistics, said that this year, under a series of policies, with the economic warming, there have been some positive changes in the real estate market, mainly in the market sales decline significantly narrowed.
With the recovery of real estate, the glass market, which has been depressed for two months, has risen, and market confidence has begun to pick up .
Linear Distribution & nbsp; The Northeast market is easy to defend and difficult to attack
. Affected by the terrain, the float glass manufacturers in Northeast China are distributed in a straight line. There are only one float glass manufacturer in Heilongjiang and two in Jilin. The main production capacity in Northeast China is concentrated in Liaoning Province. In 2022, there are 11 glass production lines in Liaoning Province, 10 of which are in production. The daily volume is 7680 tons.
As the hub of North China and Northeast China, float glass products in Liaoning Province are sold both inside and outside, but the unique terrain on the one hand blocks the entry of foreign glass, but also greatly limits the scope of glass sales. In addition, in the long winter in Northeast China, the outdoor construction time is short, the deep processing plant stops early, and the local glass demand stagnates in winter. Some manufacturers have told the Digital Building Materials DataBM. Com that the Northeast region will not start using goods until March every year.
In the face of the early winter, Northeast China has always been one of the earliest areas to introduce the winter storage policy every year. Faced with the "blank" demand for up to four months, they either do not reduce the price passively, or sell to dealers at a lower price, or go south, drink the wind and snow as far as North China, and force a share of the "local snake" at a lower price.
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