The most popular new construction area will be for

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The newly started area will form a new demand for glass at the beginning of next year. In the second quarter of 2009, the price of float glass rebounded as expected, and the industry's profits also improved significantly. The industry's monthly profits began to turn from losses to profits

after the rapid rise in the price of float glass in the second quarter, we expect that there will be pressure on the price to continue to rise in the second half of the year, mainly due to: (1) supply: with the improvement of industry profits, more than 40 production lines were shut down in 2008 and resumed production in succession, resulting in a certain pressure on capacity supply; (2) demand: in the second half of 2008, the new construction area of real estate declined, which may lead to a gap in the completion of real estate in the second half of this year

we expect the industry to usher in a new round of prosperity in 10 years: ⑴ in terms of supply: Although the industry's profits have improved, the enterprises are mainly based on how to resume production. We expect that there will be few new production lines in 2009, which will have little pressure on the industry's supply in 10 years; (2) demand: the recent real estate recovery will restore the growth of new construction area in the second half of 2009. It is expected that new demand for glass will be formed at the beginning of October

we maintain the "neutral" rating in the industry. We believe that Jinjing Technology (15.10, 0.00, 0.00 energy saving 12, how to understand the safeguard measures proposed in the guide? The utilization and popularization of buildings are also developing rapidly%) (the application of ultra white float glass in the photovoltaic field) and Fuyao Glass (10.12, 0.26, 2.64%) (benefiting from the strong recovery of the automotive market) are still worthy of special attention

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