Ordinary flat glass demand start date
Jun 05,2014
This down cycle, glass industry adjust time than cement long, and the adjustment range bigger, glass industry is basically for four months in the industry losses state. Real estate investment has dropped sharply, industry in the late initiative to inventory, production industry ratio is closer to an all-time high, signs from view, ordinary flat glass industry already in the bottom area of the basic earnings.
A few glass varieties has A high technical barriers, tumbled in demand, technology is not before the break, with the technology of glass enterprise will enjoy the technical barriers brought extra yield, at present the date, we think ultra-thin glass has the characteristics, specific to the listed company, focus on is in the primary stage of import substitution south bo A and bengbu design institute (FangXing science and technology major shareholders).
At present in the bottom industry fundamentals, and 2 quarter 1 quarter annulus relative has improved, industry of uncertain factor just real estate investment cycle when can restart (demand start); Standing in the Angle of top-down, for profit see bottom and trend in slow improvement, share price is in the bottom of the glass with assets with standard value, maintain industry "hold" rating. The specific variety south shore, flag bo A group, luoyangglass and catic three xin. Short-term concern at the end of June launched in early July futures trading sex glass opportunity.
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