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Since May, the market price of coal tar pitch has skyrocketed.
The monthly increase of various types of coal tar pitch is more than 1,000 yuan (ton price, the same below), and the acceptance price in individual periods has reached 6,000 to 6,200 yuan, a record high
.
But entering June, the rise of coal tar pitch slowed down
.
Cost support is limited
.
Affected by the continuous reduction of production capacity in the coking industry and environmental inspections, the supply of coal tar is tight, and the price has risen to more than 4,000 yuan
.
Supply is expected to increase
.
At present, the operating rate of domestic coal tar deep processing enterprises is 57%, an increase of 3% from the end of May
.
The downstream resistance is strong
.
In the early stage, under the positive carbon peak and carbon neutral target, the terminal electrolytic aluminum, new energy automobile and other industries have good demand for carbon products, which has a boosting effect on the coal pitch market
.
In addition, foreign epidemics have affected demand, and domestic coal tar pitch prices have risen, weakening the export advantage of coal tar pitch
.
As the temperature rises, infrastructure projects and real estate may enter the off-season; there will be measures such as peak power rationing during peak electricity consumption, and the starting load of downstream industries may decline
.