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精萘未来的形势情况分析!
来源:http://www.jnjdbc.cn/ 日期:2020-07-20 发布人:admin
年底一月,工业萘的频频走高,让人难以捉摸。下游萘法苯酐持续亏损情况下,商家每每看跌总落空,每逢拍卖必然上涨。与此同时,业者忧思与日剧增,厂家抱着“得过且过”的心态,坦然面对萘涨势,准备随时迎接萘暴跌的那天。本轮上涨之后,萘高位飙升至4850元/吨,距5000关口,只差临门一脚,是继续向前,亦或涨势就此止步,精萘厂家分析如下。
In January of the end of the year, the number of industrial naphthalene increased frequently, which was unpredictable. In the case of continuous loss of naphthalene phthalic anhydride in the downstream, every time the seller is bearish, every auction is bound to rise. At the same time, with the growing concern of the industry, the manufacturers with a "muddle along" mentality, calmly faced with the rise in naphthalene, ready to meet the naphthalene slump at any time. After this round of increase, the high level of naphthalene soared to 4850 yuan / ton, which is only one foot short of the 5000 mark. It is necessary to continue to move forward or stop the rise. The analysis of refined naphthalene manufacturers is as follows.
近期,工业萘涨势得以延续,主要得益于下游萘法苯酐的接货能力。但在被动接受了高价原料之后,萘法厂家普遍表示“压力山大”,过重的成本压力,萘法厂家不得不向增塑剂厂家转嫁成本,本轮调涨之后,高位出货困难。另外,从上图可以看出,近段时间,由于工业萘的推涨,带动萘法苯酐一再走高,邻法涨势相对滞缓,两法苯酐价差相应缩短,目前价差在100-200元/吨左右,低于正常水平,照此发展,终端用户更倾向于采购邻法苯酐,对萘法存议价情绪,最终利空工业萘市场。但目前萘法企业开工较足,加之冬季降雪来临,运输压力加剧,局部存备货意愿,故而后市苯酐方面对萘仍有需求。
Recently, the rise of industrial naphthalene continued, mainly due to the downstream naphthalene phthalic anhydride receiving capacity. However, after passively accepting high price raw materials, naphthalene process manufacturers generally said that the pressure was too high. Due to the excessive cost pressure, naphthalene process manufacturers had to pass on the cost to plasticizer manufacturers. After this round of increase, it was difficult to ship at high level. In addition, it can be seen from the above figure that in recent years, due to the promotion of industrial naphthalene, naphthalene phthalic anhydride has been driven higher again and again, while the adjacent process's rise is relatively slow, and the price difference between the two methods of phthalic anhydride is correspondingly shortened. At present, the price difference is about 100-200 yuan / ton, which is lower than the normal level. According to this development, the end users are more inclined to purchase ortho phthalic anhydride, and have bargaining sentiment on naphthalene process, which ultimately disadvantageous to the industrial naphthalene Market. However, at present, the naphthalene process enterprises have started more than enough. In addition, with the arrival of winter snow, the transportation pressure is increasing, and some parts are willing to stock up. Therefore, there is still demand for naphthalene from phthalic anhydride in the future market.
减水剂方面,近期存走高迹象,原料面液碱、硫酸及甲醛方面始终是弱稳的状态,本身价格低,波动范围有限,对萘系减水剂影响有限,但工业萘的持续推涨,加重了萘系厂家的成本,在此基础上,走货重心相应上涨,但临近年底,终端施工趋缓,对减水剂需求弱势,采购仅为维持生产,对高价原料存议价情绪。另外,精萘及萘酚因低需主导,价格难涨,处于两难境地,对原料亦是抵触态势。
In terms of water reducing agent, there are signs of rising recently. The liquid alkali, sulfuric acid and formaldehyde on the raw material surface are always in a weak and stable state. The price is low and the fluctuation range is limited, which has limited impact on naphthalene series water reducer. However, the continuous increase of industrial naphthalene has increased the cost of naphthalene based manufacturers. On this basis, the center of delivery has risen correspondingly. However, the terminal construction is slowing down and the demand for water reducer is weak near the end of the year In order to maintain production, purchasing is only for the sake of maintaining production. In addition, the price of refined naphthalene and naphthol is difficult to rise due to the low demand, and they are in a dilemma, and they are also in conflict with the raw materials.
综合来看,工业萘供应较前期有所放量,但主营地尤其是北方地区供应依旧偏紧,存利好支撑。但连续的上涨有令下游接受无力,鉴于刚需萘高位不乏突破5000元/吨的可能,但下游普遍亏损的形势下,挺市运行概率更大。
On the whole, the supply of industrial naphthalene was larger than that in the earlier stage, but the supply of main camp, especially in the northern region, was still tight, which was favorable for supporting. However, the continuous rise makes the downstream accept powerless. In view of the high demand of naphthalene, there is no lack of possibility of breaking through 5000 yuan / ton, but under the situation of general loss in the downstream, the probability of market recovery is higher.
以上是关于工业萘的形势情况介绍,想要了解更多化工资讯欢迎点击精萘厂家官方网站http://www.jnjdbc.cn首页。
The above is about the situation of industrial naphthalene, want to know more chemical information, welcome to click the official website of naphthalene manufacturers http://www.jnjdbc.cn Home page.
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