2021-06-18-隆众资讯-工业萘产业周报_7页_1mb

报告摘要

Market Overview: The domestic industrial naphthalene market remained stable during the week, with strong producer pricing intentions; however, new orders were mostly based on necessity, as price levels were considered low compared to other processed products.
Supply Situation: Deep-processing facilities showed a slight increase in utilization, reaching 44.05% this week, up from 42.7% the previous week, leading to higher overall supply due to new capacity from restarted plants, despite some检修 (shutdown) events.
Demand Analysis: Demand was weak due to weather impacts, including construction delays in northern areas (high heat) and southern regions (rainy season), which reduced the use of naphthalene-based antifoaming agents; downstream products like benzo酐 and萘系减水剂 saw低迷 demand.
Profitability: Benzo酐 profits fluctuated significantly, with邻法苯酐 showing a sharp rise in average profit (up 3392.5%), while萘法benzo酐 profit dipped slightly (-11.07%), reflecting inventory pressures; overall, profitability in coal tar derivatives was mixed but largely supported by moderate cost reductions.
Future Outlook: Market trends are expected to persist with consolidation, as supply increases and demand remains sluggish; buyers may maintain cautious buying, focusing on刚需, with potential price adjustments if weather conditions or inventories worsen.