Commodity index: on August 31, the polyacrylamide commodity index was 90.12, unchanged from yesterday, hitting a record high in the cycle, up% from the lowest point. It hit a record low in the cycle, down% from the highest point（ Note: period refers to 2019-04-01 to now)
According to the data of business agency, in August, the domestic mainstream price of polyacrylamide (CPAM, cation, molecular weight of 12 million, 10-30 ionic degree) was 14380 yuan / ton for 1 daily report and 14750 yuan / ton for 31 daily report, with a monthly increase of 2.57%.
Upstream raw materials: acrylic acid is an important raw material for the production of anionic and non-ionic polyacrylamide, and acrylonitrile is the most important raw material for polyacrylamide.
Acrylic acid:
According to the data monitoring of business society, as shown in the above two figures, the acrylic acid market first rose and then fell in August, and the overall trend rose; As of August 31, the average quotation price of acrylic acid in East China was 15266.67 yuan / ton, with a monthly increase of 5.77%, which was larger than that of polyacrylamide.
Acrylonitrile:
Data monitoring shows that in August, the price decreased first and then increased. In the first half of the month, it has been adjusted for many times and increased by 150-200 yuan / ton, and the mainstream quotation in the market is about 14800 yuan / ton; In the second half of the month, the price increased by 100 yuan / ton on the 25th, and the mainstream quotation was about 14900 yuan / ton, with a monthly increase of 250-300 yuan / ton.
LNG is used in the production process. On August 31, the average price of domestic LNG was 6076.67 yuan / ton, an increase of 930 yuan compared with 5146.67 yuan / ton at the beginning of the month, an increase of 18.07% in the month and 150.07% compared with the same period last year. The price rise this month is still a commonplace cost rise, the low inventory of liquid plant, the increase of urban fuel replenishment demand and other favorable factors continue to increase, and the price of domestic LNG market continues to rise in the off-season. According to the analysis of the business society, the domestic LNG market fluctuated higher in the off-season in August, and the prices in many places have exceeded the 6000 mark. At present, the favorable factors have not been reduced, and the costs continue to be high. The off-season factors may be difficult to contain the upward trend of liquid prices. It is expected that the domestic LNG market will continue to rise, and it is easy to rise but difficult to fall in the future..
Downstream demand: in July and August, the water treatment industry experienced too much. The weather and epidemic disasters affected the production, raw material supply and shipment to a certain extent, Limited Logistics and transportation, and it was difficult to find one vehicle. The price of some raw materials was high due to shutdown and tight supply; In the second half of this month, Gongyi region suffered another rainstorm disaster, and the local response to the rainstorm disaster was strengthened, but some enterprises also had to stop production and business for a few days. It is reported that the demand improved slightly this month, especially under the influence of Rainstorm in the early stage, the influence of Rainstorm in the later stage gradually subsided, the demand became lighter, and the purchase price returned to normal.
Future forecast: according to the analysis of business society, the rise of raw material cost has a certain impact on polyacrylamide in the first half of August, especially the sharp rise of acrylic acid price. In the second half of the month, the external influence gradually subsided, the price of acrylic acid slightly corrected, acrylonitrile only rose slightly, the downstream demand was stable, and the market had little impact on the market with sufficient spot. When it comes to the future, if the demand in the “golden nine silver ten” traditional consumption peak season will improve to a certain extent, the market will continue to be strong; On the contrary, it is mainly stable.
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