Analysis of the market development characteristics of Chinas black cat carbon black industry

In the past two years, China's tire industry has developed rapidly, which in turn has driven the prosperity of the upstream raw material industry. A large number of raw materials industries such as rubber and carbon black have developed rapidly, and the scale of industry production, sales and import and export markets has changed significantly.

In 2014, the total import volume of black cat carbon black in China was 103,000 tons, and the total import volume reached 250 million US dollars; the total export volume was 842,000 tons, and the total export volume reached 880 million US dollars.

Feature 1: Carbon black country, mainly low-end products

At present, the domestic carbon black production capacity is about 6.73 million tons, of which the long-term shutdown capacity is about 1 million tons, the low operating rate is about 1.5 million tons, and the effective production capacity is about 4.23 million tons. In terms of capacity concentration, there are only about 30 enterprises with a capacity of 100,000 tons/year and above in China, and the production capacity accounts for about 60% of the country's total. The production capacity of the top five companies is about 38% of the total domestic production capacity. The top 5 companies in the black capacity rank about 89% of Japan's total capacity. The top 5 US carbon black production capacity is about 98% of the US total capacity, indicating that China's capacity concentration needs to be further improved.

Feature 2: Repetitive expansion of production capacity, quality is difficult to break through

At present, China's carbon black mainly wins by quantity and neglects the development of quality. According to the statistics of the expansion of domestic carbon black enterprises since 2013, it can be seen that the domestic carbon black industry still has considerable capacity expansion, but the products At the same time of the increase in repetitiveness, the disordered competition in the market has intensified, which has led to a decline in product prices to a certain extent, which has led to a different degree of decline in quality, which is evident in the ink industry.

Feature 3: Black cat rubber special carbon black industry profit level is low

Although the gross profit margin of raw materials of enterprises has increased, the raw material gross profit of the industry is only about 1,000 yuan / ton, and after deducting freight, labor and environmental protection costs, the profits of enterprises are few.

Feature 4: The company is dominated by a separate industrial chain, with SMEs

At present, domestic carbon black manufacturers are mainly small and medium-sized carbon black enterprises. Among the 84 carbon black enterprises, less than 30% of the carbon black enterprises with more than 100,000 tons are operating in the form of separate industrial chains, especially small and medium-sized charcoal. Black enterprises have fewer integrated industrial chain models with upstream or downstream. Under the current multiple internal and external pressures, some individual industrial chains have an intention to extend to the upstream industrial chain.

On the whole, China's black cat pigment carbon black enterprises must be strong and healthy, orderly, and to enhance the competitiveness of the industry. It requires both the improvement of the operators themselves and the rational guidance of the government to develop the characteristics suitable for the domestic industry. the road.