Commodity index: on November 29, the polyacrylamide commodity index was 97.56, unchanged from yesterday, down 8.93% from 107.13 (2019-05-08), the highest point in the cycle, and up 1.92% from 95.72, the lowest point on April 10, 2019. (Note: cycle refers to 2019-04-01 till now)
Price quotation: according to the monitoring data of business agency (100ppi. Com), on July 1, 2019, the mainstream quotation of polyacrylamide (cation) market was about 16566.67 yuan / ton, and on November 29, the mainstream quotation of polyacrylamide market was 15966.67 yuan / ton. In the five months since the second half of the year, the polyacrylamide market has stepped out of the “ladder” downward trend, with an overall decline of 3.62%.
|Polyglutamic acid 30% agricultural grade|
Industry chain: upstream: since the second half of the year, the mainstream quotation of acrylonitrile in the domestic market has been reduced by shocks, among which the high price appeared in late September, and the price has been reduced by steps since October, with an overall five-month reduction of about 2000-3000 yuan / ton, with a shock range of about 15%; downstream: water treatment engineering construction, the cold and hot weather has an impact on it, and the downstream procurement is also greatly affected by it. Manufacturer: the manufacturer in Henan main production area stopped production from August to September, and started work normally before and after, with occasional environmental inspection, little production impact and stable supply of goods.
Industry: since the end of July, this round of intermittent shutdown has basically ended, and the manufacturers have started to resume production. This round of shutdown cycle returns: 1. 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 shutdown, which requires that: Based on the analysis of the city’s environmental pollution and future pollution weather, the Municipal Office of tackling key problems requires all the depth The management enterprises will stop production and management before acceptance, and can resume production after dispatching or acceptance according to the key work office. 2. Stop production again after resumption of production: it will resume production for ten days in August, and start to stop production again on 15th. According to the manufacturer, the stop production 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. From May, October and November to now, the manufacturer’s production is basically normal; the environmental protection inspection is strict, there are occasional stoppages, the production impact is small, and the market mainstream quotation is small and down.
Aftermarket forecast: according to the analysis of the business agency, in November, the North has gradually entered the warm season. The environmental protection inspection is strict, the manufacturer has little influence, the production is basically normal, the supply of goods is stable, and the downstream demand is good. The price of acrylonitrile, as the upstream raw material, was adjusted to 8.62%, and the market price of polyacrylamide fell in a step-by-step manner this month. Affected by the cost change, the follow-up stability may be slightly reduced.