Commodity index: on December 31, the polyacrylamide commodity index was 97.45, unchanged from yesterday, down 9.04% from 107.13 (2019-05-08), the highest point in the cycle, and up 1.81% from 95.72, the lowest point on April 10, 2019. (Note: cycle refers to 2019-04-01 till now)
| ferric sulfate (Poly ferric sulphate) |
Price quotation: according to the monitoring data of business agency (100ppi. Com), on December 31, 2019, the mainstream price of polyacrylamide (cation) market was about 15950 yuan / ton, and on December 1, the mainstream price of polyacrylamide (cation) market was 15933.33 yuan / ton, slightly increased by 0.1% this month.
Industry chain: upstream: at the beginning of December, the main quotation of acrylonitrile in the domestic market fluctuated and increased, with the quotation of 10500 yuan / ton on the first day and 12000 yuan / ton on the fourth day; the price has been reduced by 700 yuan / ton since the middle of the year; 500 yuan / ton to 11500 yuan / ton on the ninth day, 150 yuan / ton to 11350 yuan / ton on the 16th day, and 50 yuan / ton to 11300 yuan / ton on the 20th day, near the end of the month and 30 days The price of acrylonitrile in the second half of the year ended with 11200 yuan / ton. From the market trend of the second half of the year, the high price appeared in the late September, and the price began to be reduced in a step-by-step manner in October. In general, the price was reduced by 2000-3000 yuan / ton in six months, with a volatility of about 15%. This month, the market volatility was first up and then down. Downstream: in winter, the construction of water treatment project is relatively small, and the downstream procurement has a great impact. At present, it has entered the coldest three or nine days of the year. The Spring Festival is not far away, and the construction will usher in the most slack season. Manufacturer: Gongyi factory, the main production area of Henan Province, received the notice from January 19 to January 1, 2020, all of which were shut down, and the manufacturer had relatively sufficient stock. However, due to the shutdown of vehicles under the fifth five year plan, the freight cost increased, and the market price of polyacrylamide of the manufacturer increased by 50 yuan / ton.
| Azodicarbonamide (AC foaming Agent) |
Industry: this round of intermittent production stoppage started in late July has basically ended, and the manufacturers have started to resume production one after another. This round of production stoppage cycle returns, and the production is stopped again in four seasons according to the requirements of environmental protection: in late July, recently, the water purification and environmental protection enterprises in Yong’an Road sub district office of Gongyi City, Henan Province received the notice of production stoppage, which requires: according to the environmental pollution status of the whole city and the pollution weather in the future According to the situation analysis, the municipal office requires all deep governance enterprises to stop production and governance before acceptance, and can resume production after dispatching or acceptance according to the office. 2. After resumption of production, the production will be stopped again: the production will be resumed for ten days in August, and it will be stopped again on 15th. According to the manufacturer, the production stop is more affected by the National Games held in Zhengzhou on September 8th. The local environmental protection inspection is strict, and all local enterprises in Gongyi are required to stop production for environmental protection treatment and maintenance. 3. After the National Games on September 8, the local manufacturers did not receive the notice of commencement immediately, and the strict inspection of environmental protection was in progress. In late September, local manufacturers in Gongyi began to resume production one after another, and the supply of goods gradually returned to normal. 4. On December 19, Gongyi, the main production area of Henan Province, issued an emergency notice, requiring all enterprises to stop production and all goods transportation from now until January 1, 2020 in accordance with the spirit of the 16th scheduling meeting of Gongyi City for environmental pollution control. Zhengzhou municipal leaders will lead the supervision group to continuously supervise and inspect the implementation of management and control. If it is found that the implementation is not in place, the person in charge of the enterprise and the truck driver will be detained. The enterprise will be included in the blacklist of integrity, and the enterprise will be subject to top-level punishment. This notice is very strict for manufacturers and freight requirements, and manufacturers should stop production.
Aftermarket forecast: according to the analysis of the business community, the construction volume is getting less and less from the current Spring Festival holiday, and the downstream procurement is about to be greatly reduced. The price reduction of acrylonitrile is conducive to the manufacturer’s control of production costs. The period of production suspension of Gongyi factory in Henan Province expires immediately, and the supply of goods is not in shortage. After new year’s day, the production will continue to increase, and the transportation cost will not be reduced. To sum up, the future market price of polyacrylamide should be stable, not excluding the possibility of weakness, and pay attention to the start-up and inventory of manufacturers after new year’s day.
| povidone Iodine |