【行情】炭黑价格整理 静待本周油价指引

Group 1: Carbon Black Market Analysis - The carbon black market is currently in a state of supply-demand stalemate, with prices stabilizing as both upstream and downstream players await the direction of oil prices this week [2][5] - Supply conditions have improved significantly, except for a slight tightness in N330 sources, leading to a reduction in factory shortages. However, cautious purchasing sentiment among end-users has increased, resulting in insufficient acceptance of high prices [2][5] - Inventory levels in the carbon black industry remain concentrated in social stocks and downstream tire companies, with some tire manufacturers reportedly postponing their purchase orders until after the Spring Festival [2][5] Group 2: Coal Tar Market Analysis - In Yunnan and Sichuan regions, coal tar auction prices have shown a slight upward trend, driven by favorable supply-demand dynamics and positive market expectations for the week [3][6] - The fourth round of price reductions has led to losses in the coking industry, which may affect the willingness to resume operations. However, deep processing operations remain profitable, and there is still demand for essential products, many of which have already seen price increases [3][6] Group 3: Market Forecast - The coal tar market is expected to maintain a high-level operational trend, while the primary task for the carbon black sector is to secure orders and implement price increases [4][7]