1、Since the beginning of this year, the "large-scale equipment update" related policies have been heard frequently.（china）
In March this year, The State Council issued a notice on the issuance of the "Action Plan to promote large-scale equipment renewal and the replacement of consumer goods with new ones." With the in-depth promotion of high-quality development, equipment renewal is an effective way to boost domestic demand, eliminate backward production capacity, promote industrial structure upgrading, and achieve high-quality development, which is a huge market of more than 5 trillion yuan.
2、The first quarter performance of domestic carbon fiber leading enterprises fell sharply.
3、The price of glass has gone up...
It is recommended that we should still calm down, although this wave of rise is indeed conditional, but after all, the total production capacity of the glass factory is there, and the increase is mainly the products that have fallen sharply in the early stage, and have been below the cost line. Once there is a return to profit, the glass factory will continue to increase production.So should not stock, or according to their own production rhythm, according to the single stock is the most reasonable, otherwise it is likely to hit the hand.
Whether it is resin or glass fiber, it is expected that in another week or two, there will be a clearer trend. It's a stalemate right now, pulling on each other.
4、What does the market trade in May?
In April, domestic commodity prices broke away from the downward trend and generally turned upward. The ex-factory price index of bulk commodities closed at 105.15 points, up 1.49 points from the end of February 2024, of which the industrial products index closed at 107.77 and the agricultural products index closed at 99.17, up 2.53 points and down 0.88 points respectively. In May, commodity performance or continue to break the inherent seasonal characteristics, and prices generally continue to rise. Particular attention is paid to commodities in which marginal variable perturbations may disrupt existing equilibrium relationships or those anticipated by equilibrium relationships.
