Commodity index: on November 27, the polyacrylamide commodity index was 97.56, unchanged from yesterday, down 8.93% from 107.13 (2019-05-08), the highest point in the cycle, and up 1.92% from 95.72, the lowest point on April 10, 2019. (Note: cycle refers to 2019-04-01 till now)

Price: according to the monitoring data of business agency (100ppi. Com), on November 1, the mainstream price of polyacrylamide (cation) market was about 16166.67 yuan / ton, and on November 27, the mainstream price of polyacrylamide (cation) market was 15966.67 yuan / ton, with a monthly decrease of 1.24%.

Industry chain: upstream: in November, the mainstream price of acrylonitrile in the domestic market continued to decline. On the first day, the price was 11600 yuan / ton, on the fourth day, it fell to about 10800 yuan / ton, and on the 12th, it fell 200 yuan / ton again to 10600 yuan / ton. After that, the price is stable. This month, the overall price has dropped 1000 yuan / ton, down 8.62%; downstream: in the current winter, the procurement is relatively stable. Manufacturer: the factory in Henan main production area started work normally this month, with occasional environmental protection inspection, small production impact and stable supply of goods. Upstream costs continue to be reduced, and manufacturers’ procurement costs continue to be reduced.

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. From May, October and November to now, the manufacturer’s production is basically normal; the environmental protection inspection is strict, there are occasional stoppages, the production impact is small, and the market mainstream quotation is small and down.

Aftermarket forecast: according to the analysis of the business agency, in November, the North has gradually entered the warm season. The environmental protection inspection is strict, the manufacturer has little influence, the production is basically normal, the supply of goods is stable, and the downstream demand is good. The price of acrylonitrile, as the upstream raw material, was adjusted to 8.62%, and the market price of polyacrylamide fell in a step-by-step manner this month. Affected by the cost change, the follow-up stability may be slightly reduced.