Commodity index: on October 20, the polyacrylamide commodity index was 99.80, unchanged from yesterday, down 6.84% from 107.13 (2019-05-08), the highest point in the cycle, and up 4.26% from 95.72, the lowest point on April 10, 2019. (Note: cycle refers to 2019-04-01 till now)

Price quotation: according to the monitoring data of business agency (100ppi. Com), on October 11, the main quotation of polyacrylamide (cation) market was about 16333.33 yuan / ton, and on October 20, the main quotation of polyacrylamide (cation) market was 16333.33 yuan / ton. In the middle of this month, the main quotation of the market was stable, continuing the price situation of the first ten days. At present, the main quotation range of Polyacrylamide in domestic market is: about 16200-18100 yuan / ton for cationic (PAM, molecular weight 12 million), and about 10000-12100 yuan / ton for anionic (PAM, molecular weight 12 million).

Industry chain: it is understood that in this month, the mainstream price of upstream acrylonitrile has been reduced from about 12500 yuan / ton at the beginning of the month to about 11500 yuan / ton on the 11th, down by about 900 yuan / ton, with a range of about 7.2%. In the middle of the year, the price of acrylonitrile has been continuously reduced to about 11000 yuan / ton, and up to now, the price has been down by as much as 12%. The downstream demand for polyacrylamide is relatively stable, and Gongyi City, Henan Province, the main domestic production area, has started normal operation and stable supply of goods.

Industry: since the end of July, this round of intermittent shutdown has basically ended, and the manufacturers have started to resume production. This round of shutdown cycle returns: 1. In late July, recently, the water purification and environmental protection enterprises in Yong’an Road sub district office of Gongyi City, Henan Province received the notice of shutdown, which requires that: Based on the analysis of the city’s environmental pollution and future pollution weather, the Municipal Office of tackling key problems requires all the depth. The management enterprises will stop production and management before acceptance, and can resume production after dispatching or acceptance according to the key work office. 2. Stop production again after resumption of production: it will resume production for ten days in August, and start to stop production again on 15th. According to the manufacturer, the stop production is more affected by the National Games held in Zhengzhou on September 8th. The local environmental protection inspection is strict, and all local enterprises in Gongyi are required to stop production for environmental protection treatment and maintenance. 3. After the National Games on September 8, the local manufacturers did not receive the notice of commencement immediately, and the strict inspection of environmental protection was in progress. In late September, local manufacturers in Gongyi began to resume production one after another, and the supply of goods gradually returned to normal. 5. After the start of the National Day in October, the manufacturer’s production is normal and the market mainstream quotation is stable.

Aftermarket forecast: according to the analysis of business agency, at present, the manufacturer’s production is normal, the supply of goods is stable, the downstream demand has not changed greatly, the upstream raw material price has been greatly reduced, and the aftermarket price may be reduced.