价格突然暴涨,很多乐清人在吃!有经销商称“有钱也拿不到货”
<p style="margin-bottom: 0px;outline: 0px;letter-spacing: 0.544px;text-wrap: wrap;background-color: rgb(255, 255, 255);font-family:"PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;"><span style="font-size: 16px;" >全球化工巨头巴斯夫近期发生了一起严重的意外事故。这家公司位于德国的大型化工厂于当地时间7月29日突发爆炸并引发火灾,震惊了全球化工行业。</span>
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<span style="font-size: 16px;">8月7日晚,巴斯夫公司称,火灾事故导致装置受损,将引起部分维生素产品停产和供应中断,交付出现不可抗力。由于巴斯夫是全球维生素的重要提供商之一,此次意外影响维生素产业链。<span style="font-size: 16px;color: rgb(0, 122, 170);"><strong>近期,国内维生素A(VA)和维生素E(VE)价格大幅上涨。</strong></span></span>
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<span style="font-size: 16px;">根据百川盈孚数据,8月7日,维生素A和维生素E市场价分别为185元/kg、125元/kg,自7月29日事故发生以来分别<span style="font-size: 16px;color: rgb(0, 122, 170);"><strong>上涨92.7%、30.9%</strong></span>。</span>
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<span style="outline: 0px;font-size: 16px;color: rgb(171, 25, 66);"><strong style="outline: 0px;">经销商:</strong></span>
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<span style="outline: 0px;font-size: 16px;color: rgb(171, 25, 66);"><strong style="outline: 0px;">拿不到货,价格还将上涨</strong></span>
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<span style="outline: 0px;font-size: 16px;">据媒体8月8日报道,“基于巴斯夫在维生素领域的市场份额,其中断供应将会对全球维生素供需结构,产生重要影响。”一位业界人士对记者称。同时,一位行业研究员对记者称:“<span style="outline: 0px;font-size: 16px;color: rgb(0, 122, 170);"><strong>对行业影响,超市场预期!</strong></span>在此之前,基于巴斯夫的通报,市场普遍偏乐观,持观望态度大有人在。而从最新通报来看,短期复产已经无望,这将对相关维生素产品的供给,造成重大影响。”</span>
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<span style="outline: 0px;font-size: 16px;">“将更加找不到货了!”8月7日晚间,看到巴斯夫的断供消息,华东地区一家大型的维生素经销商对e公司记者称,<span style="outline: 0px;font-size: 16px;color: rgb(0, 122, 170);"><strong>“没有悬念,VA、VE等产品价格,还将继续大幅上涨。”</strong></span>值得一提的是,巴斯夫正式宣布断供前夕(8月6日),上述经销商已经感受了市场的惜售氛围,并在接受记者采访过程中大吐苦水:<span style="outline: 0px;font-size: 16px;color: rgb(0, 122, 170);"><strong>“现在,合同就像一张废纸,厂家找各种理由不发货,有钱也拿不到货。”</strong></span></span>
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<span style="outline: 0px;font-size: 16px;">在记者采访过程中,该维生素经销商的电话一个接着接一个,从他们之间沟通的内容可以判断,基本上都是客户、同行在四处找货。</span>
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<span style="outline: 0px;font-size: 16px;">据了解,巴斯夫8月7日晚正式宣布断供之前,虽然市场普遍处于观望态度,但是,价格已经开始大涨。其中,部分VA参考成交价上涨至180元—190元/公斤;VE参考成交价在120元—130元/公斤。而巴斯夫爆炸事故前,即7月28日,VA市场参考的成交价为92元/公斤,VE市场参考成交价为93元/公斤。</span>
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<span style="outline: 0px;font-size: 16px;color: rgb(171, 25, 66);"><strong style="outline: 0px;">生产商:</strong></span>
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<span style="outline: 0px;font-size: 16px;color: rgb(171, 25, 66);"><strong style="outline: 0px;">于近期调整报价</strong></span>
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<span style="outline: 0px;font-size: 16px;">8月7日,记者还从多渠道获悉,<span style="outline: 0px;font-size: 16px;color: rgb(0, 122, 170);"><strong>目前,国内某知名维生素生产商,已于近期重新报价。</strong></span>在此次事故前,该公司VA、VE对外报价随行就市,每公斤均为90元—95元。而目前VA报价已经达到320元/公斤,VE报价已达到150元/公斤。其中,<span style="outline: 0px;font-size: 16px;color: rgb(0, 122, 170);"><strong>VA报价已经上涨237%—256%</strong></span>。</span>
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<span style="outline: 0px;font-size: 16px;">据媒体报道,对于维生素价格是否能持续上涨以及维生素供应是否持续偏紧,目前业内仍有不少不同的声音。上海钢联饲料添加剂分析师陈荣表示,“维生素现在的主要问题是价格很高,但没有稳定成交,买卖双方预期差异很大,某种程度上可以说是有价无市。下游饲料厂商基本完成今年备货计划,对维生素以刚需采购为主,价格涨跌对国内需求端的影响并不明显。</span>
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