SMM

[SMM Analysis: The First Wave of Furnace Restarts in the Glass Industry Begins, Supply-Side Risks Increase Amid Improving Market Conditions] Since the return from Chinese New Year, the trading volume in the PV glass market has increased significantly. With the expected improvement in downstream module demand and the anticipated tight supply of glass, module manufacturers' purchase willingness has risen sharply, and glass prices may also increase. Amid improving market conditions, previously sealed furnace capacities have recently resumed operations, with a trend of further increases in the future. Are there potential risks on the supply side?