Analysis of China's carbon black industry in 2021

1、 Carbon black industry chain

Carbon black, also known as carbon black, is a kind of amorphous carbon. It is a light, loose and very fine black powder with a very large surface area ranging from 10 to 3000 m2 / g. it is the product of incomplete combustion or thermal decomposition of carbonaceous substances (coal, natural gas, heavy oil, fuel oil, etc.) under the condition of insufficient air. Those made of natural gas are called "gas black", those made of oil are called "lamp black", and those made of acetylene are called "acetylene black". In addition, there are "groove black" and "furnace black". According to the properties of carbon black, there are "reinforcing carbon black", "conductive carbon black" and "wear-resistant carbon black". It can be used as a black dye, used to make Chinese ink, ink, paint, etc., and also as a reinforcing agent for rubber.

2、 Carbon black price analysis

According to records, China is one of the first countries in the world to produce carbon black. In ancient times, people burned animal and vegetable oil and pine branches to collect black ash from fire smoke, which was used to prepare ink and black paint. This kind of black ash called "soot" is the earliest carbon black.

In recent years, the price of carbon black in China has a rising trend. From January to December 2021, the price of carbon black in China showed an upward trend as a whole, and from January to March, the market showed an upward trend. In April, due to the large inventory pressure in the carbon black market, the market price dropped slightly. 5. In June, the price of raw materials continued to rise. Under the pressure of cost, the market price of carbon black continued to rise. 7. August is the off-season for the sales of the main downstream tire industry. The purchasing enthusiasm of end users is poor, the new orders are limited, and the carbon black market is stable. From September to November, due to the influence of policy factors, the start-up of coke enterprises was also at a low level, and the tight supply of raw materials was difficult to ease, which led to the continuous rise of raw material prices. Under the strong cost support, the carbon black market price also continued to rise. In December, under the situation of continuous weak downstream demand, the end-users had a strong pressure, and the new single price of carbon black market fell. At the end of 2021, the market price of carbon black in China was 9176 yuan / ton, an increase of 1928 yuan / ton over 2020.

From January to July 2022, the market price of carbon black in China showed a trend of rising first and then falling. In July 2022, the price of carbon black was 9950 yuan / ton; The year-on-year growth rate was 23.61%, which was higher than the average of 15.707%, and the growth rate was optimistic.

3、 Analysis of carbon black (28030000) import and export trade

In 2021, the import and export trade scale of carbon black (28030000) will increase, and the import volume of carbon black will be 102200 tons, an increase of 15200 tons over 2020; The export volume of carbon black was 721700 tons, an increase of 49800 tons over 2020.

In 2021, the export value of China's carbon black (28030000) was 935.8487 million US dollars, an increase of 359.3564 million US dollars over 2020; The import value was US $316.6217 million, an increase of US $82.6132 million over 2020.

In 2021, the average import and export price of China's carbon black (28030000) increased, which was the highest since 2017. The average import price was 3099.25 US dollars / ton, an increase of 408.29 US dollars / ton over 2020; The average export price was US $1296.69/t, an increase of US $438.65/t over 2020.

4、 Carbon black procurement volume of rubber enterprises

1. Analysis of carbon black purchase in rubber enterprises

The main use of carbon black is for tire production. The purpose of adding carbon black is to strengthen the performance of tires. In 2021, the triangle tire purchased 132500 tons of carbon black, an increase of 8279 tons over 2020; Sailun tires purchased 245234 tons of carbon black, an increase of 4759 tons over 2020; General Motors purchased 61200 tons of carbon black, an increase of 24900 tons over 2020; S_ St Jiatong purchased 55165.22 tons of carbon black, an increase of 7796.31 tons over 2020; Fengshen group purchased 74565 tons of carbon black, 5258 tons less than that in 2020.