Углерод Черный Рынок Еженедельно-20260108

Analysis of the Carbon Black Market

1.1 Analysis of Carbon Black Market Prices

This week, domestic carbon black prices generally showed a clear upward trend. As of Thursday, prices were: Shandong 6250 yuan/ton; Shanxi 6000 yuan/ton; Hebei 6300 yuan/ton; Guangzhou 6250 yuan/ton; and Zhejiang 6250 yuan/ton.

After a significant increase in bids for raw coal tar, prices for new orders in the carbon black market in the region were raised. However, prices for new orders in the tire market were relatively low before the price increase, leading to more small transactions. Despite the pressure on transactions throughout the cycle, significant losses in the market led to negotiations to maintain prices for new carbon black orders, supporting a relatively strong trend in the later period.

1.2 Analysis of the Carbon Black Market Index

According to TuDuoDuo data, as of January 8, the carbon black price index was 6205, which is 376.5 higher than the previous cycle.

2. Raw Material Market Analysis

2.1 Weekly Average Price Analysis of Coal Tar

The downward trend in the domestic high-temperature coal tar market abruptly stopped this week. Since the week before the New Year, the domestic high-temperature coal tar market entered an upward channel, increasing by 300-400 yuan/ton by this week. Due to high operational performance at plants, demand for coal tar remains strong. Additionally, since December, operational performance at coking plants has been declining, leading to a slight reduction in coal tar supply. The market's supply and demand situation shows temporary tension, resulting in rising coal tar prices. Moreover, most downstream products, especially coal tar pitch, are following this trend relatively smoothly. Thus, there are currently no obvious negative factors in the market, and the coal tar market is expected to remain strong in the short term.

2.2 Weekly Average Price Analysis of Anthracene Oil

During this period, there was a significant increase in new orders for raw materials, high-temperature coal tar. The substantial rise in costs provided some support to the anthracene oil market but also pressured the profitability of the coal tar deep-processing industry. Manufacturers generally maintained their quotes with significant increases, while the downstream carbon black market had limited room for further price hikes and showed a negative attitude toward accepting significantly higher raw material prices. The anthracene oil hydrogenation market continued to buy on dips, while existing holders maintained firm offers, limiting pressure on downstream prices. Overall, transactions showed a significant upward trend.

3. Carbon Black Market Forecast

Looking ahead to the next period, new orders in the raw coal tar market are likely to rise rather than fall. Supported by costs, the carbon black market is expected to maintain firm prices. Moreover, the short-term loss situation in the carbon black market is unlikely to change, reducing the willingness to sell at low prices. The market is expected to maintain relatively strong consolidation in new orders.

4. Carbon Black N330 Industry Profit Analysis

The rise in carbon black market quotes, combined with a significant increase in raw coal tar prices, has led to substantial losses in the carbon black market. Currently, the theoretical weekly profit for the carbon black industry is -748 yuan/ton, which is significantly lower compared to last week.

5. Weekly Market Operation Rate Statistics

5.1 Carbon Black Market Operation Rate Analysis

The operation rate of carbon black production enterprises remained relatively stable. Large plants in Shandong and Shanxi provinces operated at higher levels due to heating and gas supply tasks, while some smaller plants reduced their operation rates to compensate for losses. Southern regions maintained low operation rates for an extended period. Overall, the operation rate of carbon black production enterprises remained relatively stable.

5.2 Downstream Market Operation Rate Analysis

The operation rate of semi-steel tires in China is 64%. The operation rate of all-steel tires in China is 56%.

During the week, some enterprises remained closed for maintenance during the New Year holidays, gradually resuming operations around the 4th. Production schedules were not functioning normally for most of the week, reducing the overall capacity utilization rate. Shipments were slow throughout the cycle, and inventory reduction occurred slower than expected.

Our platform connects hundreds of verified Chinese chemical product suppliers with buyers worldwide, facilitating transparent transactions, better business opportunities, and high-value partnerships. Whether you are looking for bulk commodities, specialty chemicals, or custom procurement services, TDD-Global is a trusted choice.