12月供应增加!玻璃企业库存高压,企业计划减产

上海有色网
Dec 08, 2025

11月国内光伏玻璃月度产量下降幅度超预期,环比10月减少4.07%。11月国内光伏玻璃生产天数较10月减少一天,此外月内个别玻璃企业再度冷修窑炉,虽前期新增点火窑炉稍有放量,但目前仍处于产能爬坡期,达产仍再需1-12月,故整体产量表现减少。12月供应量方面,由于光伏玻璃生产天数的增多,以及前期点火窑炉的增产,玻璃供应量预计将开始增加,但国内需求继续下降,玻璃供应过剩风险表现增强,供应端也将出现一定...

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