After a one-year loss, glass companies have significantly lower inventory levels than previous years and normal levels. Coupled with the increase in market demand, the price of glass products has generally risen. Although glass companies are generally optimistic about the industry outlook in 2013, due to a serious excess of glass production capacity, and domestic real estate control policies are still no signs of relaxation, the industry generally believes that the glass industry is only ushered in a "short spring", in order to get out With the overcapacity in the predicament, innovation is the only way out.

Glass market price rises. "Since late February, we have raised the ex-factory price of 5mm float glass several times, from the original 1,400 yuan / ton to 1,460 yuan / ton, an average of 60 yuan per ton. At present, the company's shipments are gradually increasing, and the inventory tends to be normal. Recently, Liu Run, a person in charge of Jiangsu Wal-Mart Group Co., Ltd., said.

In fact, the situation of Jiangsu Wal-Mart Group Co., Ltd. is not an example.

After experiencing a long "winter", the glass industry has finally ushered in a "little spring", and business days are finally getting better. In the past one or two months, many glass manufacturers have raised the ex-factory price of glass one after another, and the shipments have been relatively large, and the inventory pressure has gradually decreased.

Statistics show that since late February, the average price of 4mm glass in Beijing, Qinhuangdao, Xi’an, Shanghai, and Guangzhou is 68.3 yuan per weight, which is a quarter-on-quarter increase of 1.8 yuan/weight box (weight box is a measurement unit for the glass industry, 1 weight The box is 50 kg).

According to the person in charge of the above-mentioned company, the increase in demand and the reduction in inventories are the main reasons for pushing up the price of glass. From the demand point of view, with the warming of the weather, processing enterprises in the southern regions have started construction, and processing enterprises in the northern regions have started work successively. The seasonal recovery of demand across the country is obvious; from the supply point of view, the inventory of glass companies is currently in stock. The volume is obviously lower than that of previous years and normal levels. The inventory in South China is normal 60%, while in East China it is normal 80% to 90%. North China is relatively normal.

The foundation for recovery is not yet stable Although the current glass industry has a "little spring", but the industry generally believe that this is only an atypical boom, the basis for the industry's warming is still not stable.

Zou Liuyang of Zhengzhou Yuhai Glass Technology Co., Ltd. said: “The glass industry can usher in an inflection point. The prerequisite is whether the downstream real estate and auto industries will recover. Although the recent sales of automobiles are good, the demand for glass in the automotive industry accounts for The share of total glass production is small, so the key is whether the real estate industry can recover."

According to Zou Liuyang, although the sales situation of the real estate industry is excellent, it has not yet been transmitted to the real estate area and the newly started area. Therefore, the demand for glass has not shown any significant improvement, coupled with the "national five" regulation. The bad news of the introduction of the rules and subsequent policies enveloped the building materials industry, resulting in the shrinking of the future demand for glass.

"The glass market demand is weak, and the glass industry is still plagued by serious overcapacity," said Zou Liuyang.

According to Wu Yanmin, head of the Hebei Daguangming Group's Jiajing Glass Company, although some companies have already taken corresponding measures to reduce production and increase sales as much as possible, it is still difficult to change the severe situation of overcapacity. .

According to statistics, in 2012, there were 19 float glass production lines in China that were ignited, and the new production capacity was about 80 million weight boxes. This year it is expected to ignite 16 production lines, add 60 million weight boxes, and the total production capacity will exceed 1 billion weight boxes. As of the beginning of January, the total float glass production capacity in the country was as high as 1.004 billion weight boxes, and the actual production capacity was over 828 million weight boxes, an increase of 3.84 million weight boxes.

"In addition, technological progress and innovation capabilities are still insufficient, and factors such as energy conservation, emission reduction and trade protection are also obstacles to the development of the industry," said Wu Yanmin.

Innovation is the only way out. After more than 30 years of development, China has become a manufacturing country. While manufacturing industries support economic and social development and meet the needs of people's lives, some industries and industries have also experienced excess capacity, especially plate glass. , iron and steel, cement and other traditional industries.” said Zhang Ping, director of the National Development and Reform Commission.

In Zhang Ping’s view, although some industries or industries have experienced excess capacity, they are mainly structural overcapacity. For example, the normal flat glass production capacity is seriously excessive, but electronic flat glass has always been imported.

What problems are caused by excess capacity? Zhang Ping analyzed: “While not saying that this wastes resources, these companies and industries themselves also face great difficulties. A considerable number of companies are in a state of loss, and they also cause a certain degree of viciousness. The situation of competition, knowingly losing money and producing production has led to the emergence of protectionism in some localities and the division of the market, which is very unfavorable for transforming the economic development mode and adjusting the economic structure."

As for the solution, Zhang Ping believes that, first of all, it is necessary to improve the quality of the enterprise; secondly, through mergers and reorganizations to digest a batch of excess production capacity; secondly, to eliminate a group of backward production capacity through the survival of the fittest; finally, encourage enterprises to go overseas for development and transfer. A batch of production capacity.