1. Carbon black market analysis
Today, China's carbon black market is operating stably at a high level. As of now, the mainstream price of N330 in the carbon black market is between 9,600 - 10,400 yuan/ton.
Cost: The market price of high-temperature coal tar in China fell today. As of now, the market price of high-temperature coal tar in Shandong is 4900 yuan/ton. This month, downstream deep processing continued to lose money, and the operating rate of enterprises showed obvious signs of decline. Downstream factories were more depressed. Coal tar market prices began to decline, weakening support for the cost side of carbon black.
Supply: Affected by environmental protection factors, some carbon black enterprises in Shandong have restrictions on starting operations, and the operating rate of carbon black enterprises fluctuates slightly.
Demand: Terminal demand in the downstream tire market weakened, corporate shipments fell month-on-month, and on-site inventories are slowly increasing.
2. Carbon black market price
Carbon black market price on October 26 |
|||||
specifications |
market |
October 25 |
October 26 |
rise and fall |
units |
N330 |
Shanxi |
9600-10000 |
9600-10000 |
0 |
Yuan/ton |
Hebei |
10100-10400 |
10100-10400 |
0 |
Yuan/ton |
|
Guangzhou |
10000-10300 |
10000-10300 |
0 |
Yuan/ton |
|
Shandong |
9800-10200 |
9800-10200 |
0 |
Yuan/ton |
|
Zhejiang |
10000-10300 |
10000-10300 |
0 |
Yuan/ton |
|
Henan |
10100-10400 |
10100-10400 |
0 |
Yuan/ton |
|
N220 |
Shanxi |
10800-11100 |
10800-11100 |
0 |
Yuan/ton |
Hebei |
11600-12000 |
11600-12000 |
0 |
Yuan/ton |
|
Guangzhou |
11300-11600 |
11300-11600 |
0 |
Yuan/ton |
|
Shandong |
10900-11200 |
10900-11200 |
0 |
Yuan/ton |
|
Zhejiang |
11100-11400 |
11100-11400 |
0 |
Yuan/ton |
|
Henan |
11600-12000 |
11600-12000 |
0 |
Yuan/ton |
|
N550 |
Shanxi |
10000-10300 |
10000-10300 |
0 |
Yuan/ton |
Hebei |
10400-10700 |
10400-10700 |
0 |
Yuan/ton |
|
Guangzhou |
10500-10800 |
10500-10800 |
0 |
Yuan/ton |
|
Shandong |
10100-10500 |
10100-10500 |
0 |
Yuan/ton |
|
Zhejiang |
10400-10700 |
10400-10700 |
0 |
Yuan/ton |
|
Henan |
10400-10700 |
10400-10700 |
0 |
Yuan/ton |
|
N660 |
Shanxi |
9600-10000 |
9600-10000 |
0 |
Yuan/ton |
Hebei |
10100-10400 |
10100-10400 |
0 |
Yuan/ton |
|
Guangzhou |
10000-10300 |
10000-10300 |
0 |
Yuan/ton |
|
Shandong |
9800-10200 |
9800-10200 |
0 |
Yuan/ton |
|
Zhejiang |
10000-10300 |
10000-10300 |
0 |
Yuan/ton |
|
Henan |
10100-10400 |
10100-10400 |
0 |
Yuan/ton |
3.تحليل مؤشر أسود الكربون
ووفقا لبيانات Tdd-global ، كان مؤشر أسعار الكربون الأسود في 26 أكتوبر 10 ،071.25 ، وهو نفس مؤشر الأمس.
4.توقعات السوق
على المدى القصير ، ضعف سعر قطران الفحم عالي الحرارة في السوق ، والذي لديه دعم ضعيف لجانب تكلفة أسود الكربون ؛ لم يتغير معدل استخدام القدرة لشركات الإطارات المصبية بشكل كبير ، ومعظمهم يشترون فقط ، وأجواء التداول في الموقع مهجورة.من المتوقع أن يكون سعر السوق للكربون الأسود ضعيفًا على المدى القصير.