1. Raw materials for the production of rubber additives generally rise

According to the statistics of Zhuochuang Information, 123 energy and chemical products have been monitored this year, of which 84% have risen, and the basic raw materials have risen the most. Coke, TDI, butadiene, NPG, caustic soda, nitrile rubber, and phthalic anhydride all increased by more than 100%, occupying the top positions in the increase list;

The prices of chemical raw materials such as aniline, carbon disulfide, sulfur, zinc oxide, and various amines have risen sharply. Accelerator M is affected by the rise in the prices of raw materials such as aniline (among which aniline has risen by 21% from November to December), increasing production costs. Promote the price increase of series accelerator products with M as raw material.

2. The continuous smog weather in the north and the government's environmental protection supervision have resulted in limited production capacity

The inspection by the central environmental protection team in Shandong from October to November greatly affected the production of local enterprises. From mid-November to December, the smog hit the north, causing most local enterprises to remain in a state of limited production. Environmental protection affects the imbalance of supply and demand in the industry, and the company's operating costs increase, resulting in price increases for most products, represented by accelerators DPG, CBS, NS, and anti-aging agent MB. Some products fell to the lows of several years, and due to the impact of production capacity, there was an oversold rebound. 40%), small varieties of accelerators such as ZDC, ZDMC, ZDBC, ZBEC and other zinc salt products, due to the increase in the price of zinc oxide and the recent suspension of production by major manufacturers due to the influence of the northern haze, there is a lack of supply in the market, and the price has also increased. start to rise.

3. Large industries such as coal, steel, papermaking, logistics, real estate, and chemical industry are experiencing price hikes

The new transportation policy has significantly increased transportation costs, the increase in the price of chemicals increases the cost of production, and the increase in the price of paper increases the cost of packaging.

By the first half of next year, the overall supply of accelerators will be tight, and prices may rise. According to the current market and environmental conditions, it is expected to continue until the first half of next year.