Commodity index: on May 17, the polyacrylamide commodity index was 87.13, which was the same as yesterday, setting a new low in the cycle, 18.67% lower than the highest point of 107.13 on May 8, 2019. (Note: cycle refers to 2019-04-01 till now)
| ferric sulfate (Poly ferric sulphate) |
Price: according to the monitoring data of the business agency (100ppi. Com), the polyacrylamide (cation, molecular weight 12 million) price was slightly reduced in the first half of May. On May 1, 2020, the market mainstream price was about 14820 yuan / ton, on May 15, the market mainstream price was about 14420 yuan / ton, and the price was reduced by 3.38%.
Industrial chain:
Upstream: from January to March 2020, the main quotation of acrylonitrile in the domestic market continued to decrease. At the beginning of January, the quotation was about 11200 yuan / ton, which was lowered many times during the period. By the end of last ten days, the decline had been about 4000 yuan / ton, with a concussion of about 20%; in February, it had fallen to 8850 yuan / ton, with a drop of 1750-1800 yuan / ton, with a drop of about 17%; in March, acrylonitrile continued to be lowered, with a range of 1000 yuan / ton. In April, the price of acrylonitrile fell first and then stabilized. On the first day, the quotation was 7450 yuan / ton, with a decrease of over 17.9% and 1400 yuan / ton in the first ten days. On the 14th, it rose 250 yuan / ton and was 6650 yuan / ton, with a total of 250 yuan / ton falling later and 6350 yuan / ton stabilizing. In the last ten days, the quotation was stable. In May, acrylonitrile started to rebound, with a quotation of 7150 yuan / ton as of May 15, and a total rebound of 800 yuan / ton in half a month. Downstream: at present, the downstream water treatment engineering construction enterprises are difficult to survive, with poor demand, and the polyacrylamide market is average.
| Azodicarbonamide (AC foaming Agent) |
Manufacturer: the manufacturer’s production is normal, the current downstream demand is still not very good, but the cost of raw materials has increased. At present, the main specifications of polyacrylamide market in Henan Province are as follows: cation: molecular weight 12 million, quotation 1430-15000 yuan / ton; anion: molecular weight 10 million, quotation 8000-9000 yuan / ton, quotation 8800-9500 yuan / ton, quotation 9400-10000 yuan / ton, quotation 9800-10500 yuan / ton, quotation 18 million yuan / ton, quotation 8800-9500 yuan / ton, quotation 14 million yuan / ton, quotation 16 million yuan / ton Price: 10400-11000 yuan / ton; molecular weight: 18-20 million yuan / ton; price: 12000-12500 yuan / ton; price: 12000-13000 yuan / ton.
Industry: during the Spring Festival holiday in January 2020 to February 20, the relevant enterprises in the main production area stop production and delay to return to work. After February 20, the manufacturers in the main production area returned to work, and the logistics returned to normal in March, mainly consuming inventory. In April, the manufacturer’s survival was normal, the raw material cost was partially reduced and the demand was weak, resulting in the high inventory of the manufacturer. On May 6, the national high-speed recovery charge, the price of raw materials such as acrylonitrile rose, the factory price of polyacrylamide changed little, and there was a lot of inventory.
Aftermarket forecast: the analysis of the business community shows that the price of upstream raw material acrylonitrile rebounded 800 yuan / ton this month, the demand for polyacrylamide still needs to be recovered in time and day, the high-speed recovery of charges, the manufacturer’s inventory is large, the possibility of price rise in the short term is small, it does not exclude that the enterprises with high inventory will reduce the quoted consumption inventory, the overall market is relatively strong, and the aftermarket depends on the downstream demand.
| povidone Iodine |