Two giants in the carbon black market release financial results

近日，全球炭黑市场的两大巨头卡博特与东海炭黑分别发布了2024年第一季度的财务报告。

Cabot's enhanced materials division, in its financial report ended March 31, 2024, showed that due to rising product prices and continued optimization of its product portfolio, the division has achieved steady growth in sales in the past three months, eventually reaching US$676 million. Its earnings (EBITDA) surged 18% year-on-year to US$166 million, reflecting the effectiveness of its pricing strategy and the profitability of its product portfolio in the new year. Cabot's global sales increased by 6% year-on-year, driven by strong performance in the Asian and European markets, with sales increasing by 21% and 4% respectively. Although sales in the American market declined, President and CEO Sean Keohane Still affirmed the continued excellent performance of the reinforcement materials division. Looking ahead, Cabot predicts that earnings in the next quarter will be the same as this quarter, while sales are expected to grow moderately month-on-month, and the American market is expected to resume growth.

据炭黑产业网了解，东海炭黑在2024年第一季度的销售额也实现了同比增长。尽管由于替换轮胎市场库存调整导致销量略有下滑，但其净销售额仍然增长至近400亿日元。不过，受北美新环保工厂投运和原材料价格上涨影响，营业利润同比下降了1.1%，为57亿日元。在谈及当前贸易环境时，东海炭黑表示，受欧洲经济低迷和中国增长放缓影响，全球经济整体呈现出一种停滞的趋势，而地缘政治风险，如中东局势的动荡，也为全球经济前景蒙上了一层阴影。