Carbon black operation in the first three quarters is general, the elimination of backward production capacity may promote the price rise

According to the data monitored by the business agency, on August 27, the domestic carbon black quotation was 7033 yuan / ton, with a slight price fluctuation, ranging from 100 to 300 yuan / ton. The carbon black market was mainly volatile this week.


Market conditions


ferric sulfate (Poly ferric sulphate)

The increase of carbon black production fell down


In the first half of 2020, the total output of carbon black in the first half of 2020 was 2.22 million tons, a year-on-year decrease of 6.4%. Among the key statistical enterprises, there were 5 enterprises with positive growth in output. The growth rate of Shanxi Anlun, Shandong Jinneng technology, Shanxi top three and Shandong Lianke was relatively high. The output of other 9 enterprises decreased compared with that of the same period. The enterprises with a large decline were Cabot and Jiang Xiheimao, Longxing Chemical, Qingzhou Boao, Dashiqiao Liaobin, Shandong Neste and other enterprises.


According to the statistics of carbon black branch, the industry as a whole is in a state of loss in 2019, with a sharp decline compared with the same period, and the total profit decreased by 105%. Among the statistics, 11 enterprises lost money, and the loss area reached 32%.


In the first half of 2020, the overall loss of the industry continued, and the amount of loss was further expanded, and the loss area reached nearly 50%.


Related policies


In June this year, the Ministry of ecology and environment launched the implementation of hierarchical management of environmental performance of carbon black industry. In the coming heating season, it will change the situation that the previous carbon black enterprises have different standards for environmental protection management and local governments have tight or loose environmental protection law enforcement. Carbon black believes that through the hierarchical management of environmental performance, enterprises that do well can benefit, so as to realize the protection of the advanced and eliminate the backward, and really promote the high-quality development of the industry.


Continue to control carbon black production in the second half of the year


According to the statistical data, the growth rate of the comprehensive tire production was close to two-digit decline, with a decrease rate of 9, In this case, the output of carbon black should be controlled, reasonable inventory should be maintained, supply and demand should be balanced, reasonable market price should be maintained, and losses of enterprises should be controlled. From the 8% drop in carbon black output in the first half of the year, it is still necessary to continue to control the output in the second half of the year to achieve reasonable supply and maintain sustainable development of enterprises.


Import and export


Carbon black export volume and price fall


According to the statistics of the State Customs, in the first half of 2020, the export volume of carbon black was 298000 tons, a year-on-year decrease of 22.26%, the export amount was 250 million US dollars, a year-on-year decrease of 37.83%, the export volume and export amount fell sharply at the same time, the average export price was 842 US dollars / ton, the average export price in the same period last year was 1054 US dollars, the average price decreased by 20.11%.


Azodicarbonamide (AC foaming Agent)

In the first half of the year, the main export countries were Thailand, Vietnam and Indonesia, but the export volume and export value were all declining. Only the carbon black exported to South Korea showed both volume and price rise, and the export volume growth rate was relatively large.


Import carbon black volume and price rise


According to the statistics of the State Customs, in the first half of the year, the import of carbon black was 39800 tons, an increase of 11.33% over the same period of last year. The import amount was 108 million US dollars, an increase of 4.22% over the same period of last year. The average import unit price was 2901 tons in the same period last year, and the import unit price was 6.38% lower than that of the same period It can be seen that most of the imported carbon black is mainly high-end special carbon black, which can basically rule out the possibility of ordinary rubber carbon black. The situation of both the quantity and price of imported carbon black shows that the epidemic situation in China is basically under control, and the production and operation of enterprises have returned to normal level.


The main importing countries are South Korea, Japan and the United States. The import volume and import amount show a growth trend, while the import volume increases significantly in Italy and the Netherlands.


Aftermarket forecast: from September to October, the coal tar market will meet a wave of rising process, which will put pressure on the cost of carbon black, or will drive the carbon black market to rise.

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