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近年来,我国玻璃工业取得了长足的进步,已成为了世界上生产规模最大的平板玻璃生产国,浮法技术进一步成熟加快了平板玻璃的发展。从种种迹象来看,整个玻璃行业已经进入复苏期。上市公司中,建议关注行业内的三类企业:一是具有规模效应的大型生产企业,如福耀玻璃、深南玻等;二是科技含量较高的电子玻璃生产企业,如方兴科技、新华光等;三是具有长期发展战略的企业,如耀皮玻璃。
In recent years, China’s glass industry has made considerable progress, has become the world’s largest producer of flat glass, float glass technology has further accelerated the development of flat glass. Judging from various signs, the entire glass industry has entered a period of recovery. Among listed companies, it is recommended to pay attention to three types of enterprises in the industry: First, large-scale production companies with economies of scale, such as Fuyao Glass and Shennan Glass, and second, high-tech electronic glass manufacturing companies, such as Fangxing Technology, Xinhuaguang, etc.; Third, companies with long-term development strategies, such as Yaopi glass.