Data monitoring shows that in February, the mainstream market of polyacrylamide (CPAM, cation, molecular weight 12 million, 10-30 ionic degree) in China’s domestic market was generally weak, with the quotation of 17200 yuan / ton on the 1st and about 17157.14 yuan / ton on the 28th, a slight decrease of 0.25%.

Industrial chain: acrylic acid: in February, the market situation in East China increased significantly by 15.9%. On the 1st, it was about 16033.33 yuan / ton, and on the 28th, it rose to 16033.33 yuan / ton. Among them, the monthly highest price appeared at 16100 yuan / ton on the 17th-22nd, and the lowest price was 16033.33 yuan / ton during the Spring Festival holiday. Affected by the macro situation, the international crude oil price continues to rise, the propylene price fluctuates greatly this month, the overall increase is obvious, the cost support is improved, the operating load of the acrylic acid industry is not high, and the downstream operation gradually returns to normal. It is expected that in the short term, the acrylic acid market may be high and wait-and-see operators, so we need to pay more attention to the guidance of market news. Acrylonitrile: affected by its raw material market and overhaul expectations, the market price of acrylonitrile increased by about 150 yuan / ton this month. At present, the average price of the domestic market is about 11500 yuan / ton. In the future, we still need to pay attention to the raw material end and the downstream operation. For the change of the demand end, the recent market shock is mainly consolidation, and the possibility of the upward shift of the focus of follow-up negotiations caused by the continuous rise of cost support is not ruled out.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the domestic LNG market rose sharply in February, with an increase of more than 100% in the month. The price rose rapidly from about 3800 yuan / ton at the beginning of the month to about 8000 yuan / ton at the end of the month. Shandong, Henan and other places broke through the 9000 yuan mark, and the market focus moved up rapidly. The strength of international crude oil has brought obvious benefits to the market. The domestic liquefied gas market continues to strengthen as a whole. Superimposed on the increase in market demand in February and the decrease in supply, the domestic liquefied natural gas market is much higher than that in the same period last year. According to the analysis of business society, the current rise is basically in place. With the warmer weather and the limited downstream receiving capacity, the domestic liquid market will return to rationality.

Future forecast: the situation in Russia and Ukraine is uncertain, market concerns are high, and international crude oil continues to rise. Affected by this, the market of propylene and liquefied natural gas is strong, and the upstream of polyacrylamide and fuel cost support are good; On the supply side, the enterprise has sufficient inventory; Downstream end: the demand is relatively stable, and its driving effect on the price is not obvious; Circulation end: normal logistics and reasonable cost. As for the future, the analysis of business society believes that the biggest impact on polyacrylamide in the near future is the supporting role of upstream costs and the promotion of downstream demand. It pays close attention to the development of International Geopolitics and the impact on bulk raw materials.