Commodity index: on November 26, the polyacrylamide commodity index was 109.98, unchanged from yesterday, down 1.37% from the highest point 111.51 in the cycle (2021-11-03), and up 32.68% from the lowest point 82.89 on August 2, 2020. (Note: the period refers to the period from April 1, 2019 to now)
| PVA 1788 (PVA BP17) |
Data monitoring shows that the mainstream price of polyacrylamide (CPAM, cation, molecular weight of 12 million, 10-30 ionic degree) in China’s market fluctuated slightly this week (22-26), about 17750 yuan / ton at the beginning of the week and about 18000 yuan / ton at the end of the week, an increase of 1.41%.
From the perspective of industry, the market trend of petrochemical raw materials has weakened recently, and the cost pressure of raw materials related to water treatment has decreased; Due to the influence of environmental protection and dual control policies in winter, production is limited and production is stopped in many places, the commencement of basic chemicals is affected, the market price difference is large, limited by the low heat of downstream demand, the ex factory price of water treatment products is stable, and some are adjusted to a small extent. Among them, the market of raw material acrylonitrile decreased by 50 yuan / ton at the beginning of the week, and then maintained at about 15250 yuan / ton. So far this month, the decrease range is about 200 yuan / ton.
Raw material acrylic acid: the recent acrylic acid Market stopped falling and rose. On the 26th, the average price of acrylic acid in East China was 16866.67 yuan / ton, up 3.27% from 16333.33 yuan / ton on the 22nd of the week. Driven by the rising price of raw propylene, the cost of acrylic acid is rising, and the plant unit is gradually entering the maintenance stage. It is expected that the short-term market of acrylic acid may be stable and upward.
LNG is used in the production process. According to the monitoring data of business agency, the average price of domestic LNG was 7276.67 yuan / ton on the 22nd and 7363.33 yuan / ton on the 26th, up 1.19% week on week. After early price reduction sales, the price of domestic LNG hovered around the cost line. Due to cost considerations and limited shipment of Huanggang, the liquid price was boosted. Restricted by poor demand, the increase was small. It is expected that the domestic LNG will be stable in the future.
As for the future, the price trend of raw materials is generally weak and the demand is weak. The market quotation changes little, but subject to the environmental protection in winter and the dual control policy in some regions, the market generally predicts that the market price will rise after the manufacturer’s production is limited in the later stage. However, at present, the price is mainly stable and fluctuates slightly.
| PVA |