Data monitoring shows that in recent three days (January 11-13, 2022), the domestic market of polyacrylamide (CPAM, cation, molecular weight of 12 million, 10-30 ionic degree) in China still maintains a slight fluctuation trend, and the mainstream market price is about 17228-17300 yuan / ton. Considering the current epidemic situation and the approaching Spring Festival, the number of enterprises that stopped production before the year increased, the inventory was sufficient, the demand was general, and the transaction was weak; Different enterprises have different prices due to the impact of inventory. Some enterprises have tight inventory recently after they stopped production years ago, and their prices have increased to a certain extent.

Industrial chain: acrylic acid – recently (January 11-13), the market price of acrylic acid in East China increased slightly by 0.25% from 13600 yuan / ton to 13633.33 yuan / ton; Recently, the market price of raw propylene is mainly stable, with certain support from the cost side. Some units are shut down, and the downstream just needs to follow up. The market trading is orderly and the market mentality is cautious. Acrylonitrile – since new year’s day, the mainstream market of raw acrylonitrile has fallen every day. On the basis of the sharp reduction of 1500 yuan / ton last week, it has been greatly reduced by about 1950 yuan / ton this week, and has fallen by about 100-150 yuan / ton every day in the past three days. At present, the mainstream quotation in the market has fallen to about 11450 yuan / ton. In conclusion, recently, the cost of polyacrylamide raw materials continues to decline sharply, the support continues to weaken rapidly, and the wait-and-see atmosphere of downstream procurement is strong.

Future forecast: the market of raw material acrylonitrile continues to decline, with a cumulative decline of nearly 2000 yuan / ton so far this month; The price of raw material acrylic acid is still weak and rising, and the market trading is dominated by rigid demand; The cost fell sharply and the support of polyacrylamide market continued to weaken. Although more enterprises have stopped production due to the impact of the epidemic and spring break, the market supply is sufficient, the downstream procurement willingness is not strong, and the trading continues to be weak. On the whole, according to different inventory conditions, some enterprises have insufficient inventory and the price increases accordingly; Under the dual influence of industrial chain cost transmission and weak downstream procurement, the price of some enterprises will be adjusted from stable to lower before the year in order to withdraw funds; Secondly, the logistics cost will increase the commodity cost to a certain extent due to the impact of the epidemic and the Spring Festival. It is reported that the range in Henan is nearly 20%, and the future market of polyacrylamide will rise due to this impact.