Price quotation: According to the monitoring data of business association (100ppi.com), on September 2, the mainstream quotation of polyacrylamide (cationic) market was about 16333.33 yuan/ton, and on the 13th, 16333.33 yuan/ton. At present, the main quotation range of domestic market of polyacrylamide is: cationic (PAM, molecular weight 12 million) quotation is about 16200-18100 yuan/ton, anionic (PAM, molecular weight 12 million) quotation is about 10000-12100 yuan/ton. Prices are basically stable.

Industry chain: It is understood that in the first half of September, the price of acrylonitrile in the upstream mainstream is about 13500-12500 yuan/ton, with a slight fluctuation in the market. The downstream demand for polyacrylamide is stable, because the manufacturers in Gongyi, Henan Province, which is the main production area in China, are still in the shutdown period, and have been shut down for more than a month, the supply of goods is relatively tight, the manufacturers give priority to the old customers, the market development of new customers is delayed or suspended, and the external prices of some manufacturers are raised to varying degrees according to the situation of the supply.

Industry: 1. Notice of shutdown: On July 26, the water purification and environmental protection enterprises of Yongan Road Street Office in Gongyi City, Henan Province received the “Notice of shutdown”. The notice requests: According to the analysis of the environmental pollution situation and the future polluted weather situation in the city, the municipal attack and fortification office requires all the enterprises to stop production and control before acceptance. Production can be restored after dispatching or acceptance. 2. Stop production again after resumption of production: resumption of production in August for 10 days and resumption of production on 15 days. According to the manufacturer, the suspension was more affected by the National Games held in Zhengzhou on 8 September. The local environmental protection inspection was strict. All local enterprises in Gongyi were asked to stop production for environmental protection management and maintenance. 3. After the National Games on September 8, the local manufacturers were not notified of the start of construction. Strict environmental protection inspections were under way. According to the manufacturers, the current shortage of goods was aggravated after the National Day of the Eleventh National Day.

Attachment: Gongyi City, Henan Province, issued a circular on the deep management of enterprise shutdown (see below):

Future forecast: as the main production area of Gongyi City, Henan Province, the relevant manufacturers are still in the production suspension period, the inventory of manufacturers to maintain the demand of old customers, supply gradually tense, the impact on prices will gradually increase, the early quotation for new customers increased significantly, follow-up because of the shortage of inventory, the price of old customers may also have. Rising.