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精萘未來的形勢情況分析!

來源:http://m.2cgg.com/ 日期:2020-07-20 發(fā)布人:admin
  年底一月,工業(yè)萘的頻頻走高,讓人難以捉摸。下游萘法苯酐持續(xù)虧損情況下,商家每每看跌總落空,每逢拍賣必然上漲。與此同時,業(yè)者憂思與日劇增,廠家抱著“得過且過”的心態(tài),坦然面對萘漲勢,準(zhǔn)備隨時迎接萘暴跌的那天。本輪上漲之后,萘高位飆升至4850元/噸,距5000關(guān)口,只差臨門一腳,是繼續(xù)向前,亦或漲勢就此止步,精萘廠家分析如下。
  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,工業(yè)萘漲勢得以延續(xù),主要得益于下游萘法苯酐的接貨能力。但在被動接受了高價原料之后,萘法廠家普遍表示“壓力山大”,過重的成本壓力,萘法廠家不得不向增塑劑廠家轉(zhuǎn)嫁成本,本輪調(diào)漲之后,高位出貨困難。另外,從上圖可以看出,近段時間,由于工業(yè)萘的推漲,帶動萘法苯酐一再走高,鄰法漲勢相對滯緩,兩法苯酐價差相應(yīng)縮短,目前價差在100-200元/噸左右,低于正常水平,照此發(fā)展,終端用戶更傾向于采購鄰法苯酐,對萘法存議價情緒,最終利空工業(yè)萘市場。但目前萘法企業(yè)開工較足,加之冬季降雪來臨,運輸壓力加劇,局部存?zhèn)湄浺庠?,故而后市苯酐方面對萘仍有需求?br />                  精萘廠家
  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.
  減水劑方面,近期存走高跡象,原料面液堿、硫酸及甲醛方面始終是弱穩(wěn)的狀態(tài),本身價格低,波動范圍有限,對萘系減水劑影響有限,但工業(yè)萘的持續(xù)推漲,加重了萘系廠家的成本,在此基礎(chǔ)上,走貨重心相應(yīng)上漲,但臨近年底,終端施工趨緩,對減水劑需求弱勢,采購僅為維持生產(chǎn),對高價原料存議價情緒。另外,精萘及萘酚因低需主導(dǎo),價格難漲,處于兩難境地,對原料亦是抵觸態(tài)勢。
  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.
  綜合來看,工業(yè)萘供應(yīng)較前期有所放量,但主營地尤其是北方地區(qū)供應(yīng)依舊偏緊,存利好支撐。但連續(xù)的上漲有令下游接受無力,鑒于剛需萘高位不乏突破5000元/噸的可能,但下游普遍虧損的形勢下,挺市運行概率更大。
  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.
  以上是關(guān)于工業(yè)萘的形勢情況介紹,想要了解更多化工資訊歡迎點擊精萘廠家官方網(wǎng)站http://m.2cgg.com首頁。
  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://m.2cgg.com Home page.
 
此文關(guān)鍵詞:精萘廠家 

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