Carbon black: the downstream is not good enough, and the market dilemma is difficult to break.
this week, the domestic coal tar market continued to decline slightly, with a large range in Shandong and increasing pressure in Shanxi and other places, resulting in the decline of raw materials. At present, Shandong tar mainstream main production specifications: 0.23 ⑴ 0mm*800 ⑴ the quotation of 250mm remains stable at 2400-2450 yuan/ton, the mainstream in Shanxi is 2550-2650 yuan/ton, and the low level in Sichuan is around 2100 yuan/ton. The downstream market has not improved, the phenomenon of manufacturers' parking and production restriction is more prominent, and the market shipment is weak. At present, the supply of coal tar is relatively loose. ② environmental humidity and other factors will also affect the test results. Local pressure release is slow, so it still depends on the air atmosphere. It is expected that the high-end enterprises in various regions may still make up for the decline. In the case that the increase of coke oven production restriction leads to the reduction of production, the probability of further reduction of the low-end enterprises is temporarily small
affected by this, the sales volume of domestic carbon black market is hard to say. After the decline of raw materials in the early stage and the price adjustment of some carbon black manufacturers, the current domestic market is mostly renewed at the original price, and the trend of raw tar is highly stable. Shandong wet carbon black N220 mainstream 6900-7300 yuan/ton, N330, n660 mainstream 6500-6800 yuan/ton; Zhejiang wet carbon black N220 mainstream 8300 yuan/ton, N330, n660 mainstream 7500 yuan/ton; The mainstream of carbon black N220 in Yunnan is 7700 yuan/ton, and the mainstream of N330 and n660 is 7300 yuan/ton. Most manufacturers have 1-2 lines with limited production, so the shipment is general, and the market wait-and-see atmosphere is strong
in the downstream, recently, the start-up of tire enterprises has remained stable at about 70-80%, but the inventory of enterprises is mostly on the high side, which leads to a decline in the purchase of raw materials. Today, Germany and France have some differences on the issue of saving European debt, but the main steps have been completed. After China and Germany released good manufacturing data, under the influence of double positive factors, the price trend of rubber futures and spot rose slightly. Some time ago, concerns about the sharp contraction of demand hit the rubber price hard. The recent improvement indicates that the rubber price has fallen slightly too much. Floods in Thailand continue to hinder supply, and rainfall in Malaysia is also on the rise. If the European debt crisis eases, the export market of Chinese tire enterprises will be revitalized, and the demand for rubber raw materials will increase. However, in the terminal vehicle market, due to the cooling signs in the international automobile market and the reduction in demand, it is expected that the rubber price will not return to more than 30000 yuan/ton. Tire enterprises are in a difficult situation of insufficient benefits and difficult to increase demand. Many manufacturers operate steadily and actively explore the market, waiting for the peak season of the industry to come
in the domestic auto market, with the expiration of the old version of energy-saving subsidies and the small pull of the "golden nine and silver ten" sales peak season, the month on month growth rate of the domestic auto market in September has exceeded 15% since this year, and the result that the sales growth rate is faster than the output has made people re hope for the car market in 2011. However, as the sales growth is mainly concentrated on the models enjoying preferential subsidies, the sales volume of domestic mainstream auto enterprises did not rise significantly in early 2011, The China Automobile Industry Association predicts that the automobile sales in Chinese Mainland in 2011 will grow by% over 2010, and the annual sales volume will reach 20million. However, the number of automobile sales in Chinese Mainland in the first half of 2011 increased by only 3.4% compared with the first half of 2010. Compared with the year-on-year growth of 53% in the first half of 2011, the growth rate slowed significantly. However, since June 2011, the mainland auto market has gradually warmed up. It is estimated that the whole year of 2011 can still maintain a slight growth, but it is indeed difficult to achieve a% growth rate
the overall cautious mood in the downstream market has not changed significantly, and the purchasing mood of end users is weak, so there is a certain wait-and-see mood for the future market. Rubber prices rose slightly, merchants' buying confidence rebounded slightly, and the price remained near the high level of the whole day. It shows the cautious attitude of long and short sellers towards the future market in the near future. The outlook for the future is uncertain, and it is difficult for manufacturers to increase the start-up. Carbon black enterprises mostly maintain the early contract production, and the short-term market dilemma is difficult to break
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