According to the data monitoring of the business community, the polyacrylamide commodity index on September 23 was 94.53, unchanged from yesterday, down 15.23% from the highest point of 111.51 (2021-11-03) in the cycle, and up 14.04% from the lowest point of 82.89 on August 2, 2020. (Note: Period refers to April 1, 2019 to now)
Commodity market: According to the data monitoring of the business community, the mainstream quotation of polyacrylamide (CPAM, cationic, molecular weight 12 million, 10-30 ionic degree) in the domestic market from September 11-23 was lower than that in the domestic market, with a small range. On the 11th, the mainstream market quotation was about 15542.86 yuan/ton, while on the 23rd, the main quotation was 15471.43 yuan/ton, a decline of only 0.46%. The water treatment plants in the main domestic production areas have normal production, adequate inventory, stable downstream demand, small changes in the overall quotation, and weak stability.
Raw material acrylonitrile: according to the data of the business society, the acrylonitrile market reported 9830 yuan/ton on September 23, a 2.93% increase compared with the spot market price of 9550 yuan/ton on September 11. Recently, the market situation of acrylonitrile is generally firm, the operating rate is basically stable, and the overall starting rate is 60% to 70%. Since the middle of August, the price of raw propylene has risen in shock, and then it has been operated in an integrated manner. However, the downstream stores are slightly stocking up before the National Day holiday, and the merchants’ offers are firm; According to the analysis, the current cost and demand of acrylonitrile have certain support, and it is expected that the acrylonitrile market will continue to be strong in the short term.
|Gamma-PGA (gamma polyglutamic acid)|
Raw acrylic acid: according to the data of the business society, the average price of acrylic acid in East China was 8733.33 yuan/ton as of September 23, up 11.23% from the average price of domestic acrylic acid market of 7833.33 yuan/ton on September 11, up 7.82% from the price on August 23, and down 37.32% year on year in a three-month cycle., It also fell 46.35% compared with the same period last year. At present, the raw propylene market is in consolidation and operation, and the cost support is still available. Some enterprises in the supply side are overhauling, and the operating rate of the acrylic acid market is declining. However, the demand side is flat, the buying is average, and the early inventory is more digested. The market negotiation atmosphere is mild, and the transaction price is large, stable and small; It is expected that the acrylic acid market will stabilize in the short term, and more attention should be paid to the market news guidance.
LNG for production. According to the data of the business society, the average domestic LNG price on September 23 was 6488 yuan/ton, up 9.41% from the average domestic price of 5930 yuan/ton on September 11, of which the highest stage price was 6828 yuan/ton on September 20, forming the largest increase of 15.14% in this stage; However, in recent days, the price center has moved downward. The rise in feed gas prices, pipeline maintenance and pre holiday inventory discharge caused LNG to rise first and then fall. At present, the LNG market is weak and the liquid level pressure is high. As the National Day holiday approaches, the expressway will be restricted, and the liquid plants are willing to reduce prices and discharge stocks. It is expected that the price of LNG will continue to fall in the short term.
Future forecast: Since the middle and late September, the general rising trend of the cost of some raw materials for water treatment products in the first ten days has weakened, and the current price remains stable. Polyacrylamide manufacturers in the main production areas in China are operating normally, downstream demand is stable, and inventory is sufficient. Logistics will be affected during the National Day holiday, which may lead to the concentration of orders a few days before the festival. The overall price change should not be large.