1. carbon black index
According to calculations from TDD-global data, the carbon black price index on November 15 was 7626.5, which was stable from the previous trading day.
2. Carbon black market price
Today, the overall carbon black market remains stable. As of now, the price of N330 mainstream products in the carbon black market has increased from the same level in Shandong.7500-7700Yuan/ton, Shanxi region7400-7600Yuan/ton; Hebei region7600-7800Yuan/ton; Guangzhou area7600-7800Yuan/ton, Zhejiang region7500-7700Yuan/ton, both remained relatively stable.
3. Carbon black market impact analysis
1. Upstream raw materials: The price of coal tar in Shandong is 3700 yuan/ton, the price of coal tar in Shanxi is 3660 yuan/ton, and the price of coal tar in Hebei is 3750 yuan/ton; judging from the current upstream coal tar prices, the price trend at the raw material side is weak and the support at the cost side is weak.
2. Carbon black supply: The overall start-up in mainstream areas has increased, and some maintenance companies have resumed production. Changes in other areas have been limited, and the overall start-up of carbon black sample companies has increased;
3. Downstream demand: The construction of all-steel tyre maintenance enterprises is gradually resuming, which will boost the overall output to a certain extent. However, some areas such as Zibo are affected by the weather, and local enterprises are slightly restricted from starting operations. Overall, all-steel tyre enterprises are operating at a low level. After the price increase, shipment resistance will increase.
4. market outlook
As of now, the downward trend of China's coal tar market, the upstream raw material in the carbon black market, has become clear, and terminal demand is still poor. In the short term, the coal tar market will continue to be sluggish, and cost-side support will show signs of fatigue; downstream demand terminal inventory digestion is slow, and agents have sufficient stocks before the price increase. Currently, the main digestion of inventory is mainly, and the willingness to continue to replenish is weakened, and the main purchase is mainly as needed. The carbon black market is mostly negative in the carbon black market, and it is expected that some carbon black quotations may remain stable and weak in the near future.
