In February 2022, the import volume of Carbon Black fell month on month and increased year on year. The Spring Festival holiday in February runs through it. The construction of domestic rubber products enterprises of carbon black reached the low point of the year, and the demand fell; Carbon black exports fell in February compared with the same month on month: the Spring Festival holiday in February runs through it, and the domestic and foreign markets ushered in the traditional off-season demand. Under the restrictions of logistics and other transportation, the delivery of carbon black export orders was slow, and the export volume fell.
In February 2022, China's carbon black exports were still mainly concentrated in Southeast Asia. Thailand ranked first, with an export volume of about 16366.4 tons, accounting for 43% of the total export, followed by Vietnam, with an export volume of 10046.46 tons, accounting for 26% of the total export.
According to statistics, China's carbon black export volume in February 2022 was 38103.01 tons, down 31.10% month on month and 31.55% year-on-year. In February 2022, the average export price of China's carbon black was 1503.61 US dollars / ton, down 1.39% month on month and up 25.41% year-on-year.
In February 2022, the main sending and receiving places of China's carbon black exports are still mainly concentrated in East and North China. Among them, Shandong Province ranks first, with an export volume of 13575.95 tons, accounting for 36%; Shanghai ranks second, with an export volume of 7700.35 tons, accounting for 20%.
In February 2022, the general trade mode is still the main trade mode of carbon black export, accounting for 98% of the export trade mode, and other trade modes account for 2%.
According to statistics, China's carbon black import volume in February 2022 was 6939.82 tons, down 13.74% month on month and up 9.84% year-on-year. In January 2022, the average import price of carbon black in China was US $3427.26/ton, down 1.03% month on month and up 7.24% year-on-year.
In February 2022, the main trade mode of carbon black import was general trade, accounting for 89%, followed by feed processing trade, accounting for 10%.
In February 2022, China's carbon black imports were mainly concentrated in Japan, South Korea, the United States, Germany and other places, of which Japan's import volume was about 1348.97 tons, accounting for about 19% of the total import volume. South Korea ranked second, with an import volume of 1281.24 tons, accounting for about 18% of the total import volume.
In February 2022, China's carbon black imports were mainly sent and received from Shanghai, Guangdong, Shandong, Tianjin and other regions. Among them, Shanghai ranks first, with an import volume of 2192.37 tons, accounting for 32%; Guangdong Province ranks second, with an import volume of 1228.44 tons, accounting for 18%; Shandong Province ranks third, with an import volume of 895.28 tons, accounting for 13%.
Recently, the epidemic has occurred frequently in China, the logistics and transportation are blocked and the cost has increased, resulting in difficulties in market delivery. Due to strong foreign requirements, the export volume of large and medium-sized carbon black plants increased, but the overall market operating rate of carbon black plants was not high in early March. Some manufacturers developed parking maintenance, and the company's storage was consumed step by step. In late March, the start-up of the carbon black plant was higher than that in the early stage, but the enterprise storage was still at a low level due to strong overseas conditions.
Due to the role of COVID-19, part of the regional tire companies operating rate showed a downward trend, while the transport resistance is greater, the increase in finished goods inventory also has a further role in the company's production. However, with the gradual easing of the epidemic in some areas, the production of some tire enterprises in eastern Shandong has gradually returned to normal, and the operating rate of tire enterprises in Dongying region is also relatively stable. Therefore, the operating rate of tire companies has slightly recovered, but the situation of transportation obstruction continues, and some enterprises are still facing the dilemma of slow shipment and finished product inventory growth.
As the export volume of carbon black keeps increasing, the inventory consumption of domestic enterprises is obvious. Near the end of the month, a new round of bidding prices for tire factories will begin. It is expected that the carbon black market will continue to rise next week. In the long run, in addition to the uncertain factors in the future market, the value is expected to be the highest price this year at the end of March and April. Operators need to pay more attention to the world geopolitical accidents and the trend of the epidemic within the country.
