Market of rubber auxiliaries: low price of aniline narrow ra

Release time：2020-06-30 13:32Number of visits：second

1. Market trends

In the week, the market of rubber additives continued finishing trend. At present, accelerator acid-base method m reports 21000-21500 yuan / ton, while CBS deals at 28500-29500 yuan / ton, rubber antioxidant TMQ deals at 16800-17800 yuan / ton in the mainstream market, and 6ppd deals at 20000-20500 yuan / ton on the average, retail prices are high, and large single customers can negotiate. Cyclohexylamine enterprises mainly ship within a week to contract customers, with the new quotation on the high side, and the partial price is 15500 yuan / ton.
In the week, the price of aniline was lower than that of last week. As of Thursday, the price of aniline in Shandong and North China was 11100-11400 yuan / ton, which was good for the production cost of rubber auxiliary enterprises. During the week, the overall start-up of enterprises in Hebei and Shandong, the main production areas of accelerators, declined, mainly affected by the policy, especially with the approaching of the Qingdao SCO summit, the supply of many enterprises was limited. The price of accelerator acid-base method m rose narrowly, while the price of other main brands of rubber accelerator was mainly adjusted, and the enthusiasm of downstream procurement was still low. The price of antioxidant was narrowed in the week, and the market supply changed little. The overall demand for rubber additives is limited due to the narrow rise of downstream tire and other products.
2. Raw material analysis
Summary of pure benzene: this week, the domestic pure benzene market was up and down, the negotiation in East China fell from the high level, and the listing price of Sinopec's pure benzene rose in the week. As of May 24, East China pure benzene market closed at 6350-6380 yuan / ton, down 10 yuan / ton compared with last week; Shandong market closed at 6400 yuan / ton, up 125 yuan / ton; import pure benzene market closed at CFR China 869 US dollars / ton, up 6 US dollars / ton. At the beginning of the week, the atmosphere of market rally was relatively strong, mainly supported by the rise of crude oil and styrene, with strong expectation of listing up. However, since the middle of the week, styrene negotiations have declined, while the inventory of pure benzene in East China has reached a new high, which has stimulated businesses to arrange goods, and the negotiation of pure benzene in East China has turned downward. The northern region rose steadily driven by the listing adjustment, and the trading atmosphere was normal. The negotiation of imported pure benzene remained light and the inverted state continued. This week, the average weekly price of pure benzene in East China was 6432 yuan / ton, up 0.89% month on month.
Forecast: near the end of the month, the weakness of pure benzene market appears, and the market short filling is basically completed. With the improvement of shipping enthusiasm, it is expected that the momentum of pure benzene rising next week will be difficult to continue. It is expected that the pure benzene market will vibrate and run at the end of the month.
Summary of aniline: this week's aniline Market maintained its decline last week. According to rough estimation (price of pure benzene plus 1300 yuan / ton), taking the average price of East China market on May 24 as an example, the profit of aniline production is 2900 yuan / ton, down 825 yuan / ton from 3725 yuan / ton in the same period last week. This week, Sinopec's price of pure benzene continued to rise by 100 yuan / ton, while the average price of aniline in East China market fell by 780 yuan / ton, so the profit margin of aniline production was significantly reduced. As of Thursday, the price range of Shandong and North China aniline market this week is 11100-11400 yuan / ton, and the weekly average price is 11310 yuan / ton for self acceptance, which is 612 yuan / ton lower than the average price last week (11922 yuan / ton), or 5.13%; the price range of East China aniline Market is 10600-11400 yuan / ton, and the weekly average price is 11015 yuan / ton for self acceptance, which is 780 yuan / ton lower than the average price last week (11795 yuan / ton), or 780 yuan / ton lower 6.61%。
Prediction: the aniline market may continue to decline next week. At present, the market of aniline is full of bad news. Although the industry profit is greatly reduced, the industry profit still has some support, but the aniline enterprises need to actively seek for customers to sell. When the downstream industry encounters survival problems, the demand for aniline will be difficult to improve. At present, there is a small amount of rigid demand support, and it is necessary to continue to pay attention to the operation of the downstream industry of aniline.
3. Downstream market
From the understanding, this week's actual production scheduling requirements are still high, continue to improve inventory reserves. At the same time, it is understood that some manufacturers in Qingdao have announced the relevant production suspension, and the earliest production suspension or start from next week. There is no new adjustment in the price operation this week. Qingdao Jiushan industry and trade monitoring has 26 all steel tire enterprises, including 10 enterprises with annual production capacity of more than 3 million sets. This week, Qingdao Jiushan industry and trade information monitoring Shandong tire enterprises all steel tire operating rate 78.95%, up 0.41% month on month, up 12.82% year on year. The half steel tire operating rate of domestic tire enterprises was 75.56%, up 1.54% month on month, up 8.89% year on year. (the operating rate is calculated according to the actual production capacity). However, in the next two weeks, with the summit approaching, the construction of Qingdao and its surrounding tire factories will be affected. This week, it has been heard that the local tire enterprises in Qingdao have plans to stop production, and then the overall construction will decline. On the market side, with the arrival of the peak consumption season, the market has certain expectations for the demand to be better. In terms of price, the market's adjustment to the previous price policy is flat, and it is suggested to pay more attention to the price trend at the beginning of the next month.
4. Future forecast
In the short term, aniline price is still expected to decline, or narrow range is favorable for the production cost of rubber additives. Affected by the upcoming Shanghai Cooperation summit in Qingdao, the supply of some rubber auxiliaries may be further reduced. Meanwhile, the downstream tire and other products industry may have limited production, and the demand for auxiliaries may decline. Under the game of supply and demand, the main brand price of rubber additives or maintain finishing trend.

Prev：Development direction of China's rubber additives industry i

Next：A daily review of natural rubber futures and spot goods

News

KAOLIN CLAY

Polyester cotton conveyor belt

Filter cloth

Polypropylene filter cloth

Market of rubber auxiliaries: low price of aniline narrow ra

About Jiushan

Product

Corporate

News