SMM Analysis: Risk of Stage-Supply Shortage Increases as Glass New Kiln Firing Plan Actively Boosted

In recent period, downstream demand for photovoltaic glass has rapidly increased, resulting in a significant increase in purchase volume by component enterprises, which has led to continuous destocking of glass and the potential risk of stage-supply shortage. Under the current risk stimulation, glass enterprises have advanced their new kiln firing plans and their willingness to fire the kilns has significantly increased, leading to a stronger supply than expected.