Commodity prices: according to the data monitoring of business agency, the mainstream quotation of polyacrylamide (CPAM, cationic, molecular weight 12million, 10-30 ionic degree) in the domestic market in early July was slightly reduced from 15900 yuan / ton to 15828.57 yuan / ton. The manufacturer’s production is normal and the market inventory is sufficient; The downstream demand is general, the enterprise has great shipping pressure, and the transaction is not easy.

Industrial chain: upstream raw material acrylonitrile: according to the data of business agency, the domestic mainstream market fell from about 10860 yuan / ton to 10700 yuan / ton in early July, a decrease of 1.47%; Under the premise of supporting the bottom of the cost, the market supply is loose, the downstream rigid demand is dominated, and the price focus of propylene is still on the downward trend in the atmosphere of buying up but not buying down. The market is in a stalemate due to the long short game.

Raw material acrylic acid: the quotation in East China has been significantly reduced by 11.24% this ten days. The mainstream production price in East China on the 1st was 13933.33 yuan / ton, and the mainstream price on the 10th was 12366.67 yuan / ton. Recently, the raw material propylene market has been consolidated at a low level, with limited cost support. Some enterprises have stopped for maintenance, the operating rate of acrylic acid has declined, overseas demand has weakened slightly, and the domestic downstream has followed up on demand. The demand side is light, and the acrylic acid market is weak.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the domestic LNG price fell after a slight rise in early July, and the focus shifted downward. Among them, the mainstream quotation on the 1st was 5860 yuan / ton, and the mainstream quotation on the 10th was 5786 yuan / ton, with a decrease of about 1.3%. The LNG market was weak, and the terminal demand was sluggish. Manufacturers mostly cut prices, and the market is bearish. It is expected that LNG will continue to decline in the short term.

Future forecast: the cost of raw materials has generally decreased in this ten day period, some of which have a large decline. The spot inventory in the market is sufficient, and the transaction is general. It is expected that the polyacrylamide market in the future will be stable, moderate and downward.