Market participants reported that the meeting in Haikou has finally determined that the proportion of compound glue standard original glue should not exceed 88%, which has led to great discussion among the industry. Some insiders believe that the most likely to be replaced with 12% carbon black compound glue. However, people in the compounding rubber industry think that they face great problems. On the one hand, the compliant radial tire factory cannot be used. Secondly, the processing of Southeast Asian factories is difficult and the environmental protection pressure is high. Third, the carbon black compound customs are easy to do quantitative tests. (Styrene-benzene complex is difficult to do quantitative testing). When the standard came out, it basically announced the death of compound glue.
Of course, there are alternative ways to deal with it. On the one hand, it can be practiced directly in foreign countries, but the investment is large, and there are many auxiliary materials; in addition, the tire factory can also cooperate with the rubber factory through customized methods, but in either case, the cost will increase. Industry insiders estimate that the difference of 1200 yuan/ton will be reduced to 400-700 yuan/ton.
It is reported that some Chinese factories have recently started to conduct experiments in Southeast Asia. However, processing fees have increased, carbon black has been polluted, and environmental protection input has increased the freight costs caused by carbon black. Mixer, vacuum equipment, environmental protection costs are high. The cost of adding the mixing equipment industry should be 3 to 4 times that of the original compound extrusion line. It is not only the problem of the internal mixer but also the heavy-duty power plant.
Some insiders also believe that the existing technology that the tire factory thinks can only accept 6% of the carbon black ratio, and 12% of the carbon black ratio is difficult to deal with. In the future, the downstream will face increasing cost pressures. If the compound rubber under the new standard is still used, that means an increase in the cost of 500-800 yuan/ton, which is not ruled out. In this case, the tire factory will choose to pay customs duties. .
In addition, some people in the industry believe that the emergence of compound glue has prevented the smuggling of border trade, and that the border trade market may also become active again after the adjustment of composite standards.