Digital Building Materials DBM · Glass: The production and sales of most enterprises have improved in a week, and the destocking situation in the market has increased

As of last Friday, the national average price of float glass was 1847 yuan/ton, compared with the previous trading day price + 3 yuan/ton. The operating rate of float industry enterprises was 79.08%, which was flat compared with the previous trading day.

Glass industry hot spot summary (6.30-7.3)

Yaopi Glass issued a pre-loss announcement, which is expected to lose 100 million yuan

Yaopi Glass (600819. It is estimated that the net profit attributable to the owner of the parent company in the first half of 2023 will be about -100 million yuan, which is expected to be a loss compared with the same period last year. It is estimated that the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses in the first half of 2023 will be about -120 million yuan.

Inner Mongolia Yujing Science and Technology High-quality Special Glass and Deep Processing Integration Project Phase I and Phase II have been put into operation

recently. Inner Mongolia Yujing Science and Technology Co., Ltd. has successfully put into operation Phase I and Phase II of High-quality Special Glass and Deep Processing Integration Project, and has achieved full-load production. Jinjing Technology plans to add TCO glass production

line to maintain high growth of

global photovoltaic installed capacity. It is reported that the company has established business relations with some domestic cadmium telluride and perovskite battery enterprises, and has been recognized by customers to start supplying. According to the announcement, the company has two TCO glass production lines with an annual output of 15 million square meters. In addition, according to the market demand, in September 2022, the company shut down the second line of Tengzhou and upgraded it to TCO glass production line, which is expected to be ignited and put into production in the third quarter of 2023.

On July 13, Tangshan Sanyou Chemical Co., Ltd. issued a semi-annual performance reduction announcement for 2023. The

announcement shows that Tangshan Sanyou Chemical Co., Ltd. expects to achieve a net profit of about 150 million yuan attributable to shareholders of listed companies in the first half of 2023, which will be reduced by about 580 million yuan compared with the same period last year (statutory disclo sure data). Decreased by about 79% year on year. On the evening

of July 10, the People's Bank of China and the State Administration of Financial Supervision and Administration issued a circular on extending the policy period of financial support for the steady and healthy development of the real estate market. The circular requires that all financial institutions should earnestly implement the requirements of the document, implement policies to support rigid and improved housing demand according to the city, maintain reasonable and moderate real estate financing, increase financial support for guaranteed delivery, promote market-oriented clearing of industry risks, and promote the steady and healthy development of the real estate market.

Tear it down! The demolition

of the production line of China Yaohua Glass Group Co., Ltd. was carried out in accordance with the requirements of the Notice of the Ministry of Industry and Information Technology on Issuing the Implementation Measures for Capacity Replacement in the Cement Glass Industry (Ministry of Industry and Information Technology, original [2021] 80), and was verified by experts on the spot. One 600t/d Low-E float glass production line and one 600t/d ultra-thin float glass production line used by China Yaohua Glass Group Co., Ltd. for equivalent relocation of production capacity have been dismantled and do not have the capacity to restore production capacity. It is hereby announced.

Xiamen withdraws from traditional glass, steel, cement and other energy-consuming industries

. Xiamen takes the adjustment of industrial structure and upgrading of industrial energy level as the starting point, and strives to build a "4 + 4 + 6" modern industrial system with sustained momentum and echelon development. We will improve and strengthen the four pillar industrial clusters of electronic information, machinery and equipment, trade and logistics, and financial services, foster and strengthen the four strategic emerging industries of biomedicine, new materials, new energy, and cultural creativity, and lay out the six future industries of third-generation semiconductors, future networks, cutting-edge strategic materials, hydrogen energy and energy storage, gene and biotechnology, and deep-sea space development. At the same time, we should strengthen the provention and control of the source of the "two high" construction projects, strictly control the introduction of projects, achieve zero new additions of the "two high" construction projects since the "14th Five-Year Plan", and withdraw from the high energy-co nsuming industries such as steel, cement and traditional glass in the whole city.