Glass, which can be seen everywhere in life, is one of the most important materials to promote the development of contemporary human civilization, and has a lasting and far-reaching impact on modern human society. It is not only widely used in construction, automobile, household goods and packaging, but also a key material in cutting-edge fields such as energy, biomedicine, information and communication, electronics, aerospace, optoelectronics, etc.
1 Homogenized glass returns to the origin of the cycle
In recent years, the glass industry has derived sub-sectors such as float glass, photovoltaic glass, electronic glass and automotive glass, but currently the largest output value is float glass.
75% of float glass is used in the construction field, so real estate has a greater impact on the demand for float glass. Typically, glass is installed before a home is delivered, so historically glass sales have been highly synchronized with home completions.
Compared with float glass, photovoltaic glass can be described as infinite in the past two or three years. On the one hand, the photovoltaic industry has ushered in great development; on the other hand, photovoltaic glass did not release capacity replacement restrictions until July last year, and ordinary float glass is difficult to convert because it cannot meet the requirements of photovoltaic glass technology. Enjoy the development opportunities brought by the time difference.
2 High-value electronics and automotive glass are in demand
If you want to jump out of the field of homogenization and fierce competition, it is the only choice to develop into the field of high value. In the field of glass, it is the development of electronic glass and automotive glass.
Due to its high technical content, electronic glass has always been monopolized by foreign giants.
With the logic of rising volume and price, the growth of automotive glass is also worth looking forward to. In terms of volume, it comes from the increase in the area brought about by the increase in the penetration rate of the panoramic canopy.
