On January 9, Hebei Shunkang Coconut Shell Activated Carbon with an iodine value of 800 was quoted at 9,500 yuan/ton (including tax ex-factory), representing a price increase of 50 yuan/ton. Currently, reduced coconut shell production in Southeast Asia has led to higher prices for imported raw materials, driving up the cost of coconut shell activated carbon. PriceSeek’s analysis of activated carbon shows a bullish-bearish score of 1. The article indicates that Hebei Shunkang Coconut Shell Activated Carbon’s price has increased by 50 yuan/ton to 9,500 yuan/ton, primarily due to reduced coconut shell production in Southeast Asia, which has raised the cost of imported raw materials and driven up overall costs. This directly benefits spot prices, as cost-driven price increases indicate tight supply and may continue to support the spot market. If raw material shortages worsen in the future, spot prices could further strengthen, though the current event intensity is considered a moderate positive.
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