The recovery of the hottest China Southern glass a

2022-07-30
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The recovery of CSG a float glass needs to wait for the engineering glass solar energy industry to become a bright spot

the decline in demand for float glass is severe In December2008, the cumulative output of flat glass in China was 552million weight boxes, with a cumulative year-on-year increase of 6.5%. Compared with the 13.4% growth rate in the same period of 2007, the growth rate decreased by about 6.9% year-on-year At present, China has built 186 float glass production lines in an environmentally friendly, comfortable and clean environment, and 43 float glass production lines (with a capacity of about 100million weight boxes) have been shut down for water drainage due to market reasons Affected by the sluggish downstream demand, it is expected that the lowest price of float glass of the company will reach 900 yuan/ton in January 2009, and then rise back to yuan/ton in February, but it is still at a loss However, as the demand situation is still rigorous and the demand recovery of float glass industry lags behind that of real estate for about half a year, it is difficult to recover in the short term It is estimated that eps0.08/0.15/0.19 yuan can be contributed annually

engineering glass industry leader, relatively high risk resistance Engineering glass is an important profit contribution point of the company in 2008. The company has four engineering glass production bases, including Chengdu, Wujiang, Tianjin and Dongguan, with a total capacity of 11.5 million square meters As energy conservation and environmental protection are the inevitable trend of future development, the excellent energy-saving effect of engineering glass will also become the main trend of the future development of the glass industry At present, the only company in China that can compete with CSG in the engineering glass industry is yaopi glass in East China. However, its engineering glass composite capacity is only 10000 square meters, the scale is relatively small, and the shoulder sample adopts suspension structure, etc.) the company's excellent technical level and competitive advantages have further established CSG's leading position in the engineering glass industry It is estimated that eps0.19/0.25/0.23 non-metallic impact testing machine will be contributed annually

a complete solar photovoltaic industry chain is about to take shape The company's complete solar photovoltaic industry chain includes 79000 T/a ultra white calendered glass, 1500 T/a polycrystalline silicon and 25MW solar photovoltaic cells At present, both ultra white calendered glass and solar photovoltaic cells have been put into operation. Polysilicon is expected to produce leading furnace polysilicon by the end of December 2008. However, as the normal production of polysilicon production line will take two to three years, the threshold of lithium battery industry will be higher and higher in the future. Therefore, we predict that the polysilicon production rate of the company in 2009 will be 30% to 40%, and the output will be about tons It is estimated that the solar energy industry will contribute eps0.05/0.17/0.25 yuan

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