研客专栏 | 纯苯期货上市专题报告

Group 1 - The article discusses the definition and classification of pure benzene, highlighting its significance as a basic petrochemical raw material and its carcinogenic properties [2][8]. - Pure benzene is categorized into two types: petroleum benzene and coking benzene, with distinct production processes and quality standards [5][8]. - The quality standards for petroleum benzene and coking benzene are specified, including purity levels and allowable impurities [6][7]. Group 2 - The production processes for pure benzene include reforming, cracking, and toluene disproportionation, with various sources contributing to its supply [11][12]. - The global pure benzene production capacity is projected to reach 83.31 million tons by 2024, with a year-on-year increase of 3.2% [29]. - China’s pure benzene capacity is expected to be 25.73 million tons by 2024, with a growth rate of 6.9% [31]. Group 3 - China is a net importer of pure benzene, with imports expected to reach 3.768 million tons in 2024, a 31.1% increase year-on-year [40]. - The global demand for pure benzene is projected to be 65.2 million tons in 2024, with Northeast Asia being the primary consumption region [45]. - In China, pure benzene consumption exceeds 25 million tons, with major downstream products including styrene and caprolactam [50][51].