1. Carbon black market analysis
Today, China's carbon black market is operating smoothly. As of now, the mainstream price of N330 in the carbon black market is 8,500 - 9,500 yuan/ton.
Cost: Today, China's high-temperature coal tar market is still mainly wait-and-see. The downstream coal tar and asphalt industry is still operating in a downturn, the overall commercial and investment atmosphere in the market is light, and the market bearish sentiment is still strong. However, the overall downstream operating rate has rebounded, and the purchasing sentiment has improved. In the short term, the decline in the coal tar market may narrow, which will affect carbon black. Cost support is weak.
Supply: Recently, the overall supply of carbon black market has been relatively sufficient, and the operating rate of the carbon black industry fluctuates mainly within a narrow range.
Demand: Under the influence of the seasonal consumption off-season, the circulation of market goods is slow, the pressure on production and marketing in the downstream tire industry has increased, and on-site inventories have accumulated significantly.
2. Carbon black market price
Carbon black market price on November 14 |
|||||
specifications |
market |
November 13 |
November 14 |
rise and fall |
units |
N330 |
Shanxi |
8500-8900 |
8500-8900 |
0 |
Yuan/ton |
Hebei |
9200-9500 |
9200-9500 |
0 |
Yuan/ton |
|
Guangzhou |
9000-9300 |
9000-9300 |
0 |
Yuan/ton |
|
Shandong |
8700-9100 |
8700-9100 |
0 |
Yuan/ton |
|
Zhejiang |
8900-9200 |
8900-9200 |
0 |
Yuan/ton |
|
Henan |
9200-9500 |
9200-9500 |
0 |
Yuan/ton |
|
N220 |
Shanxi |
9800-10100 |
9800-10100 |
0 |
Yuan/ton |
Hebei |
10700-11000 |
10700-11000 |
0 |
Yuan/ton |
|
Guangzhou |
10100-10400 |
10100-10400 |
0 |
Yuan/ton |
|
Shandong |
9900-10200 |
9900-10200 |
0 |
Yuan/ton |
|
Zhejiang |
10000-10300 |
10000-10300 |
0 |
Yuan/ton |
|
Henan |
10700-11000 |
10700-11000 |
0 |
Yuan/ton |
|
N550 |
Shanxi |
8900-9300 |
8900-9300 |
0 |
Yuan/ton |
Hebei |
9400-9700 |
9400-9700 |
0 |
Yuan/ton |
|
Guangzhou |
9300-9600 |
9300-9600 |
0 |
Yuan/ton |
|
Shandong |
9000-9400 |
9000-9400 |
0 |
Yuan/ton |
|
Zhejiang |
9200-9500 |
9200-9500 |
0 |
Yuan/ton |
|
Henan |
9400-9700 |
9400-9700 |
0 |
Yuan/ton |
|
N660 |
Shanxi |
8500-8900 |
8500-8900 |
0 |
Yuan/ton |
Hebei |
9200-9500 |
9200-9500 |
0 |
Yuan/ton |
|
Guangzhou |
9000-9300 |
9000-9300 |
0 |
Yuan/ton |
|
Shandong |
8700-9100 |
8700-9100 |
0 |
Yuan/ton |
|
زجيانغ |
8900-9200 |
8900-9200 |
0 |
Yuan/ton |
|
Henan |
9200-9500 |
9200-9500 |
0 |
Yuan/ton |
3.تحليل مؤشر أسود الكربون
ووفقا لبيانات Tdd-global ، كان مؤشر أسعار الكربون الأسود في 14 نوفمبر 9038.25 ، وهو نفس مؤشر الأمس.
4.توقعات السوق
وعلى المدى القصير، تراجعت خسائر شركات المصب، وتحسنت حماسها لشراء قطران الفحم.الاتجاه الهبوطي لسوق قطران الفحم محدود ، والدعم لتكاليف أسود الكربون ضعيف ؛ لا يزال حماس صناعة الإطارات الطرفية في المنبع ضعيفًا ، ولا يزال السوق على الهامش ، ومن المتوقع أن يعمل سوق أسود الكربون ضعيفًا وثابتًا على المدى القصير.