华南地区玻璃产业调研:物流优化与资源整合是关键

期货日报
Dec 04, 2025

当前玻璃产业整体处于产能出清、供需错配阶段,此次玻璃产业调研针对华南地区光伏玻璃、日用玻璃、浮法玻璃下游企业,旨在摸清行业产能格局、产品迭代趋势与市场竞争逻辑,为行业发展研判提供依据。光伏玻璃企业市场格局与产能态势当前光伏组件价格持续承压,行业增长核心逻辑已从 “反内卷”转向产能出清。光伏玻璃市场预期整体偏弱,行业内已召开多轮会议探讨应对策略。落后产能于去年基本完成淘汰,现存产能以新兴产能为主,...

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