Recently, a number of water treatment enterprises in the circle of friends of the water treatment data division of the business society issued such notices: “yesterday’s prices were all invalid”, “oral reservation is not accepted, payment, order and delivery”… The content is quite shocking. What happened? Please see the following thumbnail first:

It turns out that under the recent national “double control” policy, the price of chemical raw materials has increased. Under the comprehensive influence of factors such as the substantial increase of raw material cost and production cost, the reduction of spot inventory and national day order arrangement, the market of water treatment products has risen rapidly recently. The manufacturer’s quotation is cautious, the pricing and delivery are subject to the price of the day, and oral reservation is not accepted. In fact, the order arrangement is subject to payment.

Data monitoring shows that since the middle of the year, the mainstream price of polyacrylamide (CPAM, cation, molecular weight of 12 million, 10-30 ionic degree) in China’s market has been greatly adjusted, especially on the 22nd-28th, the price rose sharply from 14962.5 yuan / ton to 16225 yuan / ton, an increase of more than 8%.

Among them, the continuous rise of raw acrylic acid is the main influencing factor. Since the middle of the year, under the influence of the “double control” policy, the operating rate of the industry has continued to decrease, and the supply of spot acrylic acid in the market is tight. Acrylic acid has risen sharply from 15166 yuan / ton to about 18366 yuan / ton, an increase of 21%, resulting in a significant increase in the cost price of polyacrylamide and a rise in the market; As for the other raw material acrylonitrile, the recent price change, the mainstream quotation in the market is still about 14900-15000 yuan / ton, which has little impact on the cost of polyacrylamide.

Secondly, the recent sharp rise in the market of fuel liquefied natural gas has a certain impact on the market of polyacrylamide.

According to the data monitoring of business agency, the mainstream market price of liquefied natural gas in China rose sharply from the 14th to the 16th in the middle of the year, about 10%, and then the market fluctuated slightly. By the second half of the 28th, the mainstream price in the domestic market rose from 5833 yuan / ton to about 6290 yuan / ton, an increase of about 7.83%. It is reported that the liquid plant has strong sentiment of supporting the price. Under the circumstances of strict dual control of energy consumption and reduced demand of downstream gas consuming enterprises this month, the price of LNG remains volatile and the market is relatively strong. In the future, it is expected that the domestic liquid price will generally operate stably in the short term, but it is inevitable to reduce the price and arrange the inventory near the National Day holiday.

As for the future market, the change of downstream demand for polyacrylamide has little impact on the recent market, while the change of cost pressure and inventory is the prominent influencing factor of the recent sharp rise of polyacrylamide market. Under the current situation, in response to the national policy of “dual control of energy consumption”, the enterprise has limited operation, tight market supply and continuous rise in the market of raw acrylic acid; The fuel liquefied natural gas is also affected by the policy, so it is expected that in the future, the acrylic acid market may be strong in the short term, and polyacrylamide is likely to continue to rise in the future.

According to the price monitoring of business agency, the price of sulfur (granular sulfur) in East China was stable this week. On September 26, the average price of sulfur production was 1950.00 yuan / ton, which was the same as the price at the beginning of the week, with a month on month increase of 4.65%.

This week, the domestic sulfur market was stable, the refinery inventory in various regions was low, the downstream factory procurement was mainly on demand, the enterprise shipment was stable, the on-site mentality was stable, and the market transaction was OK. The refiners in various regions in China adjusted the quotation according to their own shipment situation, the liquid sulfur in East China was increased by 30 yuan / ton, and the mainstream price was 2010-2110 yuan / ton; Liquid sulfur in North China is temporarily stable, and the mainstream price is 1750-1850 yuan / ton; The price of liquid sulfur in Shandong remains unchanged, and the mainstream price is 1930-1950 yuan / ton. As of September 26, the regional prices of sulfur (particles) in China are as follows:

region varieties September 20th September 26th Rise and fall

East China Sulfur (particle) 1900-1990 yuan / ton 1900-1990 yuan / ton 0 yuan / ton

North China Sulfur (particle) 1830-1890 yuan / ton 1830-1890 yuan / ton 0 yuan / ton

Shandong region Sulfur (particle) 1950 yuan / ton 1950 yuan / ton 0 yuan / ton

The downstream phosphate fertilizer market is running slowly and steadily, the domestic market demand tends to be rational, the market trading is mostly on-demand procurement, and the shipment performance is acceptable. The market of Monoammonium is weak, the downstream demand is general, the market is weak and stable, and the price of Monoammonium is reduced. The price of diammonium ran smoothly within the week. There were many orders issued by enterprises, mainly early orders, the operating rate of enterprises decreased slightly, and the domestic supply was tight. Due to the export of enterprise orders, there was no quotation in China. In terms of supply and demand performance, the market situation of ammonium phosphate is waiting and finishing operation.

According to the sulfur analysts of business society, the domestic sulfur market remains stable at a high level, the supply of port goods is tight, and it is difficult to find low-cost spot goods on the site. It has strong support for the domestic sulfur market. In addition, the demand of domestic refineries is OK, and the shipment situation is relatively stable. It is expected that the sulfur market will be stable for the time being and pay attention to the market follow-up.

Trade name: lithium hydroxide

Latest price (September 26): 165666.67 yuan / ton

On September 26, the lithium hydroxide Market was temporarily stable at a high level, up 1.64% from Monday and 38.44% from August 26. At present, the price of raw material spodumene is running strongly, the price of lithium carbonate is rising, the cost support is solid, the operating rate in some regions is reduced, the downstream goods are prepared orderly, and the market atmosphere is acceptable.

It is expected that in the short term, the lithium hydroxide market may operate strongly.

1、 Price trend

Latest price (September 24): 10650 yuan / ton

Key points of analysis: according to the data monitoring chart of the business society, on September 24, the PVC price continued to rise, the main contract 2201 continued to rise, and the highest price was 10875, which led to the continuous rise of the spot market. The prices in various mainstream regions in China were adjusted upward to varying degrees. Most of the prices were concentrated at about 10000-11000 yuan / ton, but the high price transaction was general, and the downstream still maintained the just need to purchase, Most operators are on the sidelines.

Forecast: the PVC market is expected to continue to rise in the short term.

Trade name: acetic acid

Latest price (September 23): 8350.00 yuan / ton

Key points of analysis: according to the monitoring of bulk data of business society, the acetic acid market continued to rise. On September 23, the price of acetic acid was 8350 yuan / ton, an increase of 300 yuan / ton compared with the previous working day, with a single day increase of 3.73%. The start-up of domestic acetic acid plants is low, the acetic acid plants of manufacturers in North China and Northwest China are shut down for maintenance, the production of limited films in Shandong and Jiangsu is reduced, the acetic acid plants of many factories in the site are shut down for maintenance or limited production, the enterprise inventory is tight, the manufacturer’s quotation is increased, the supply of goods in the market continues to be tight, the traders have an obvious rising attitude, and the acetic acid market is up.

Future forecast: the domestic acetic acid market is short of supply, the price is strong at a high level, the downstream purchase is rational, and it is difficult to make up for the on-site supply gap in a short time. It is expected that the future market will run at a high level, and pay attention to the downstream transaction.