歐盟將解凍100億歐元匈牙利凍結資金，前提是匈牙利進行改革。

Bank of England Governor Bailey said firms report finding it difficult to raise prices.

Zhongtai Securities: Float glass — 2025 sector revenue and net profit attributable to parent fell YoY 8.3% and 64.2%. Prices remained depressed in 2026Q1, dragging leading producers into loss and sending industry net profit attributable to parent down 140.5% YoY. Most production lines face severe cash‑flow stress; widespread losses are accelerating cold maintenance and reducing operating capacity. Policy push to curb internal overcapacity and tighter environmental constraints — including Shahe coal‑to‑gas retrofits and cleaner conversions of Hubei petroleum‑coke lines — raise restart difficulty, making supply rationalization probable and structural improvement achievable. PV glass — 2025 prices stayed under pressure; sector revenue and net profit attributable to parent fell YoY 13.3% and 37.2%. Prices weakened further in 2026Q1 with larger profit declines. The industry is in deep short‑term losses; more cold maintenance and outlet closures should accelerate supply clearing, with a weak cyclical recovery possible in H2. Market leaders retain a clear profitability edge from cost, scale and overseas bases, with overseas operations an important earnings driver.