On July 20, there was a sudden rainstorm in Gongyi City, Henan Province, and extreme weather caused waterlogging and flood disasters in many places.
Gongyi, where water treatment enterprises are concentrated, is located in the west of Zhengzhou. The production of water purification agent is a traditional pillar industry of Gongyi, with early start, many manufacturers, rich local raw materials and high market share. As one of the hardest hit areas of the disaster, Gongyi has become an “isolated island” in the mouth of the media due to many mountainous and hilly areas and developed water systems. Many villages have lost power, power, water and natural gas in the rainstorm.
In addition to life, continuous heavy rainfall has also caused damage to the bulk commodity and raw material Market: for example, the raw material related logistics park and some construction sites have been flooded, the warehouse has been powered off, the roads have been destroyed, etc., and the production, storage, loading and unloading, logistics transportation and construction progress of the construction site have been affected.
Volunteers from all over the country rushed to Henan for disaster relief! Today, our great PLA soldiers have taken over and rushed to Henan.
According to the investigation, after the flood, the power emergency repair personnel of power supply companies in various regions gradually restored the local power supply by overcoming many difficulties, such as low visibility, successive landslides, blocked roads, communication interruption, inability of emergency repair equipment to arrive at the scene and so on. After the restoration of power supply, some water treatment enterprises have restarted production.
So, what is the impact of this rainstorm on the local water treatment industry? How is the current recovery? How about the price and inventory of local water treatment products? Will the rainstorm lead to an upward trend in the future market? With a series of questions, on the 28th, the reporter of business news agency interviewed the relevant persons in charge of local water treatment enterprises.
Liu Shaofei, manager of Gongyi Fuda water purification materials Co., Ltd., “many places have been destroyed due to the rainstorm. Now it’s all right. The plant has just started construction”, “the price of water treatment products is still relatively stable during this period, and it will be tense in recent days, and there is basically no inventory”.
Wang Xiaolin, sales director of Henan Baoxing Environmental Protection Technology Co., Ltd., “we are the disaster area, and production will resume in the plant around the 25th”; In terms of price: “the sales of water treatment products is not a problem, and the price is not affected at present”; In terms of logistics, “the road has just been restored in recent days, and some express can’t go yet.”
Wang, manager of the Sales Department of Henan Kaijie Environmental Protection Technology Co., Ltd., “the rainstorm has some impact on the water treatment industry. Up to now, the prices of various products are stable, and the inventory of some products is tight. In terms of logistics, it is difficult to find cars now. Moreover, some sections are inconvenient to pass. ” Referring to the future, manager Wang said that due to the recent continuous increase in the price of acrylic acid, the subsequent price of polyacrylamide may rise, and the prices of brown corundum and ferrous sulfate also show some signs of rising.
It is reported that acrylic acid is one of the raw materials used in the production of anionic and non-ionic polyacrylamide. According to data monitoring, the market price of acrylic acid has continued to rise slightly since the 20th: the mainstream quotation on the 20th was 12150 yuan / ton, and the mainstream quotation on the 28th was 13750 yuan / ton, an increase of about 13%. As shown in the figure:
As the main raw material for polyacrylamide production, according to the data, the recent market situation of acrylonitrile is relatively stable, and the mainstream quotation is about 14750 yuan / ton. Recently, although extreme weather has frequently occurred recently, the domestic acrylonitrile production capacity has not been significantly affected. The delayed shipping schedule will arrive in Hong Kong at the end of this month or early next month. With the production plan of Zhejiang Petrochemical phase II next month, the overall supply of acrylonitrile is increasing. Limited by the downstream demand with limited growth, the future acrylonitrile market is generally weak.
According to the data, polyacrylamide, one of the main water treatment products, has little change in the recent trend. So far, the quotation of most enterprises is generally stable, and a small number of enterprises have more inventory, so the market is slightly reduced for shipment:
To sum up, as for the future, the analysis shows that the impact of Rainstorm on the water treatment industry in Gongyi, Henan Province is gradually fading, and the market of relevant commodities may rise slightly in the short term due to the recovery of local enterprises’ production, changes in raw material costs, inventory and the recovery of transportation facilities; The demand of the middle and lower reaches is mainly stable, and the long-term improvement is mainly based on the demand of the middle and lower reaches.
Gamma Polyglutamic Acid |