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工业萘金九银十到来,萘顺势而上
来源:http://www.jnjdbc.cn/ 日期:2020-11-10 发布人:admin
随着“金九银十”来临,萘市结束一个月的阴跌,开始步入上行通道。上周拍卖,价格普遍小涨,涨幅在50-100元/吨之间,虽涨幅相较以往不可同日而语,但业者心态已然向好。目前主营地价格重心在3600-3700元/吨之间,且继续向高位靠拢。本周萘市小涨过后,是继续“乘胜追击”,还是就此“偃旗息鼓”,分析如下。
With the advent of the "golden nine silver ten", naphthalene city ended a month of decline and began to enter the upward channel. Last week's auction, the price generally rose slightly, with an increase of 50-100 yuan / ton. Although the increase is not comparable with the past, the mentality of the operators has improved. At present, the price center of the main camp is between 3600-3700 yuan / ton, and continues to move towards a high level. After this week's small rise in naphthalene City, whether to continue to "seize the victory and pursue", or "stop fighting" in this regard, the analysis is as follows.
9月10月以来,萘法苯酐因货少持续推涨,但受刚需制约,多是小幅上行。目前华北萘法价格在4850元/吨左右,周内涨幅达100元/吨,同一时间,原料工业萘阴跌结束,价格开始走高。近期萘法企业亏损面虽有收窄,但未完全摆脱亏损,目前亏损幅度在171元/吨附近,故萘法苯酐企业对工业萘仍有议价情绪,对萘涨势形成制约。但随后两周,节前补货提上日程,苯酐方面对原料或有集中补货计划,萘刚需面阶段性利好。
Since September and October, naphthalene phthalic anhydride has continued to rise due to the shortage of goods, but restricted by the rigid demand, most of them have risen slightly. At present, the price of naphthalene process in North China is about 4850 yuan / ton, with an increase of 100 yuan / ton within the week. At the same time, the decline of naphthalene in raw material industry ended and the price began to rise. Recently, although the loss of naphthalene process enterprises has narrowed, it has not completely got rid of the losses. At present, the loss range is around 171 yuan / T. therefore, naphthalene phthalic anhydride enterprises still have bargaining sentiment on industrial naphthalene, which restricts the rise of naphthalene. However, in the following two weeks, replenishment was put on the agenda before the festival. Phthalic anhydride may have a centralized replenishment plan for raw materials, and naphthalene demand is favorable in stages.
从供应及原料面来看,近期深加工企业开工一般,但随着传统检修季临近,个别企业存在检修计划,萘供应面预期收窄。再者,煤焦油周内稳中上行,深加工企业成本支撑加强,厂家对萘亦存一定挺市心理。另外,随着“金九银十”来临,下游存集中补货可能,对萘释放利好。
From the perspective of supply and raw materials, deep-processing enterprises are generally started in recent years, but with the approaching of traditional maintenance season, some enterprises have maintenance plans, and the supply side of naphthalene is expected to narrow. Moreover, coal tar rose steadily in the week, the cost support of deep processing enterprises was strengthened, and the manufacturers also had a certain psychology of supporting the market for naphthalene. In addition, with the advent of the "golden nine silver ten", downstream centralized replenishment may be good for naphthalene release.
综合分析,刚需面仍是主导萘市的关键因素,目前主力下游萘法苯酐虽自身亏损,但价格趋上运行、且“金九银十”黄金期的到来,对萘阶段性需求增多,其成本支撑较强, 综合分析,当前萘市,利大于弊,下期工业萘市场重心继续走高。
According to comprehensive analysis, the rigid demand side is still the key factor leading the naphthalene Market. At present, although the main downstream naphthalene process phthalic anhydride is in deficit, its price tends to move upward. With the arrival of the golden period of "gold nine silver ten", the periodic demand for naphthalene is increasing, and its cost support is strong. Comprehensive analysis shows that the advantages of the current naphthalene Market outweigh the disadvantages, and the industrial naphthalene Market Center of gravity will continue to rise in the next period.
以上是关于工业萘走势的分析,希望对大家有所帮助,如想了解更多内容欢迎点击精萘http://www.jnjdbc.cn官网。
The above is about the trend of industrial naphthalene analysis, hope to help you, if you want to know more content, welcome to click refined naphthalene http://www.jnjdbc.cn Official website.
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