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New Round of Joint Production Cuts in CN Photovoltaic Glass Industry; Main Glass Futures Contract Soars 6%
As the market anticipated production cuts in photovoltaic glass industry in Mainland China, related photovoltaic stocks listed in Hong Kong FLAT GLASS (06865.HK) shot up 11.6% to H...
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New Round of Joint Production Cuts in CN Photovoltaic Glass Industry; Main Glass Futures Contract Soars 6%
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As the market anticipated production cuts in photovoltaic glass industry in Mainland China, related photovoltaic stocks listed in Hong Kong FLAT GLASS (06865.HK)  +0.260 (+2.653%)    Short selling $23.51M; Ratio 14.059%   shot up 11.6% to HKD9.84; XINYI SOLAR (00968.HK)  +0.130 (+4.727%)    Short selling $111.74M; Ratio 20.052%   and XINTE ENERGY (01799.HK)  +0.240 (+4.196%)    Short selling $4.34M; Ratio 14.718%   each jumped up 7.6% and 8.8%; and XINYI GLASS (00868.HK)  +0.050 (+0.604%)    Short selling $31.79M; Ratio 22.254%   rallied 5.8%.

The main glass futures contract added 6% to RMB1.048 per ton, Chinese media reported. Leading domestic photovoltaic glass companies, according to smm.cn, plan to collectively axe production by 30% starting in July to break the “involution” competition.

Related NewsDaiwa Negative on CN PV Industry, Reiterates Underperform for FLAT GLASS/ XINYI SOLAR
The mechanical equipment team at Guolian Minsheng Securities assumed that prices at various stages of the industry chain are at historical lows, and the industry is in a clearing process of excess supply, Cailian Press reported. Coupled with photovoltaic policies exerting force from both the supply and demand sides, the industry is expected to see supply-demand improvement by 2025.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-04 16:25.)

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