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Disinfectant chemical raw material market
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Published time: 2020-07-25
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Against the background that the current epidemic situation is still severe, the consumption of domestic and foreign disinfectant products has increased sharply, and the products are in short supply. So, what are the main disinfectants applicable to the current epidemic? What is its use, upstream raw materials, market trends and market outlook? The epidemic is strictly controlled. Is the disinfectant market unabated or is it a rational and normalized demand? Let us interpret the "disinfectant chemical raw material market under the epidemic" together.
Against the background that the current epidemic situation is still severe, the consumption of domestic and foreign disinfectant products has increased sharply, and the products are in short supply. The concepts related to futures and stock markets were once popular. So, what are the main disinfectants applicable to the current epidemic? What is its use, upstream raw materials, market trends and market outlook? The epidemic is strictly controlled. Is the disinfectant market unabated or is it a rational and normalized demand? Let us interpret the "disinfectant chemical raw material market under the epidemic" together.
1. Under the new crown epidemic, the disinfection market industry overview
In order to ensure the supply of basic production materials for medical supplies, domestic related companies in the first quarter of this year made all-out efforts to produce and switch production to ensure the supply of various anti-epidemic materials. In addition to masks and melt blown cloths, the market demand for disinfectants has increased significantly, and the export volume has also reached a record high . During the Spring Festival of 2020, the growth rate of Tmall platform disinfectant hand sanitizer, disinfectant and skin disinfection care products increased by 37 times, 33 times and 21 times respectively year-on-year. Affected by the epidemic, the market for disinfection products showed explosive growth.
The National Health Commission issued the "Guidelines for the Use of Disinfectants" a few days ago, stating that there is no direct information on the resistance of the new coronavirus. Except that chlorhexidine is ineffective against the new coronavirus, all other classic disinfection methods can kill the coronavirus. Modern common disinfectants are chlorine-containing disinfectants. These disinfectants refer to disinfectants that can produce sodium hypochlorite when dissolved in water, including 84 disinfectants, bleaching powder, etc.; peroxide disinfectants and alcoholic disinfectants such as alcohol. It is a commonly used disinfectant in daily life, and the rest are aldehyde disinfectant, phenolic disinfectant, iodine-containing disinfectant and quaternary ammonium salt disinfectant.
According to the disinfection effect, the disinfectant can be divided into: high-efficiency disinfectant, medium-efficiency disinfectant, low-efficiency disinfectant and sterilant. Among them, high-efficiency disinfectant refers to the ability to kill some bacterial propagules, viruses, fungi, etc. Intermediate disinfectant refers to a disinfectant that can kill microorganisms such as mycobacteria, fungi, viruses, and cell proliferation bodies. Low-efficiency disinfectant refers to a disinfectant that can kill bacterial propagules and lipophilic viruses. Among them, chlorine-containing disinfectants and peroxide disinfectants are mostly high-efficiency disinfectants, ethanol, isopropanol, and iodine disinfectants are medium-efficiency disinfectants, and quaternary ammonium salt disinfectants are low-efficiency disinfectants. Formaldehyde, alkyl compounds and peroxides belong to the class of disinfectants.
1. Under the new crown epidemic, the disinfection market industry overview
In order to ensure the supply of basic production materials for medical supplies, domestic related companies in the first quarter of this year made all-out efforts to produce and switch production to ensure the supply of various anti-epidemic materials. In addition to masks and melt blown cloths, the market demand for disinfectants has increased significantly, and the export volume has also reached a record high . During the Spring Festival of 2020, the growth rate of Tmall platform disinfectant hand sanitizer, disinfectant and skin disinfection care products increased by 37 times, 33 times and 21 times respectively year-on-year. Affected by the epidemic, the market for disinfection products showed explosive growth.
The National Health Commission issued the "Guidelines for the Use of Disinfectants" a few days ago, stating that there is no direct information on the resistance of the new coronavirus. Except that chlorhexidine is ineffective against the new coronavirus, all other classic disinfection methods can kill the coronavirus. Modern common disinfectants are chlorine-containing disinfectants. These disinfectants refer to disinfectants that can produce sodium hypochlorite when dissolved in water, including 84 disinfectants, bleaching powder, etc.; peroxide disinfectants and alcoholic disinfectants such as alcohol. It is a commonly used disinfectant in daily life, and the rest are aldehyde disinfectant, phenolic disinfectant, iodine-containing disinfectant and quaternary ammonium salt disinfectant.
According to the disinfection effect, the disinfectant can be divided into: high-efficiency disinfectant, medium-efficiency disinfectant, low-efficiency disinfectant and sterilant. Among them, high-efficiency disinfectant refers to the ability to kill some bacterial propagules, viruses, fungi, etc. Intermediate disinfectant refers to a disinfectant that can kill microorganisms such as mycobacteria, fungi, viruses, and cell proliferation bodies. Low-efficiency disinfectant refers to a disinfectant that can kill bacterial propagules and lipophilic viruses. Among them, chlorine-containing disinfectants and peroxide disinfectants are mostly high-efficiency disinfectants, ethanol, isopropanol, and iodine disinfectants are medium-efficiency disinfectants, and quaternary ammonium salt disinfectants are low-efficiency disinfectants. Formaldehyde, alkyl compounds and peroxides belong to the class of disinfectants.
Recently, the State Administration of Market Supervision and Administration and the National Standardization Administration approved the release of 14 mandatory national standards including the "General Requirements for Hand Disinfectants". The newly issued standards are organized and formulated by the National Health Commission and the National Food and Drug Administration, and mainly involve key areas that are urgently needed for epidemic prevention and control such as disinfectants, disinfection equipment, and medical equipment. In the field of disinfectants, 6 product standards including "General Requirements for Hand Disinfectants", "General Requirements for Air Disinfectants", "General Requirements for Disinfectants in Epidemic Sites" and 1 basic standard of "List of Disinfectant Raw Materials and Prohibited and Restricted Substances" were issued . The disinfectant series product standards belong to the revised standard, which has improved the basic indicators of disinfectant raw material requirements, technical requirements, inspection methods, usage methods, labels and instructions, and greatly improved product quality, performance and safety. The "Disinfectant Raw Material List and Prohibited and Restricted Substances" was formulated for the first time. It stipulates a list of 85 active ingredients and 115 inert ingredients that can be used in disinfectants, as well as a list of prohibited and restricted substances, and controls from the source The toxic and harmful substance content of the disinfectant. The series of disinfectant standards will play an important role in strengthening hospital environmental disinfection, disinfection in public places and personal protection control.
2、疫情下，国内主流消毒剂化工原料市场发展情况2. Under the epidemic situation, the development of the domestic mainstream disinfectant chemical raw material market
1.1 Market situation of domestic mainstream disinfection chemical raw materials
After the Spring Festival, ethanol demand has increased, and many companies have sufficient production and supply, and market prices have risen slightly. In early February, due to the impact of the epidemic, the demand for medical disinfection alcohol with a concentration of 75% surged, and some areas were out of stock. Ethanol production companies have to deal with disinfection alcohol production licenses more urgently and switch to 75% disinfection alcohol. This has led to a shortage of 95% ethanol in East China and other places. The price is supported and adjusted more strongly than before the holiday. In mid-February, the supply of goods from the northern region arrived at South China ports, and the market supply increased significantly. However, the downstream demand for alcohol slowed down and the price changed little. In late February, the production of 75% alcohol has mostly met market demand. The downstream construction has resumed one after another. The logistics situation has gradually eased. The circulation of goods in various places has increased. The increase in market supply is greater than the increase in demand. The quotations of ethanol producers have fallen sharply to stimulate downstream purchases. Affected by the psychology of buying up and not buying down, the market transaction volume is limited. Entering April, domestic ethanol market prices ushered in a new wave of increases. On April 1, the domestic ethanol market price was 5262 yuan/ton. As of April 24, the domestic ethanol market price was 5437.5 yuan/ton, an increase of 3.33%. The price increased by 2.59% month-on-month and 2.14% year-on-year.
After the Spring Festival, the demand for ethanol increased, and many enterprises had sufficient production and supply, and the market price rose slightly. In early February, due to the impact of the epidemic, the demand for medical disinfection alcohol with a concentration of 75% surged, and some areas were out of stock. Ethanol production companies have to deal with disinfection alcohol production licenses more urgently and switch to 75% disinfection alcohol. This has led to a shortage of 95% ethanol in East China and other places. The price is supported and adjusted more strongly than before the holiday. In mid-February, the supply of goods from the northern region arrived at South China ports, and the market supply increased significantly. However, the downstream demand for alcohol slowed down and the price changed little. In late February, the production of 75% alcohol has mostly met market demand. The downstream construction has resumed one after another. The logistics situation has gradually eased. The circulation of goods in various places has increased. The increase in market supply is greater than the increase in demand. The quotations of ethanol producers have fallen sharply to stimulate downstream purchases. Affected by the psychology of buying up and not buying down, the market transaction volume is limited. Entering April, domestic ethanol market prices ushered in a new wave of increases. On April 1, the domestic ethanol market price was 5262 yuan/ton. As of April 24, the domestic ethanol market price was 5437.5 yuan/ton, an increase of 3.33%. The price increased by 2.59% month-on-month and 2.14% year-on-year.
1.2 Isopropanol
With the spread of overseas epidemics, China's isopropanol exports have surged, and the isopropanol market has risen sharply. Domestically, the monitoring data of the business agency showed that on February 1st, the East China market offered 6787 yuan/ton, and the average offer of East China was 6000 yuan/ton on March 12, an overall decrease of 11.6%. At that time, affected by domestic health incidents, domestic The resumption of work of downstream companies is delayed, logistics and transportation are blocked, and terminal demand is not good. In terms of demand, ethanol is more favored in the domestic disinfectant market. Ethanol has a significantly higher market share than isopropanol in the domestic disinfectant market in terms of consumption habits and costs. In February, the isopropanol market, like most other bulk chemicals, showed a narrow downward trend. Since mid-March, with the spread of the overseas epidemic, the demand for the disinfectant market has increased, and isopropyl alcohol at home and abroad has undergone earth-shaking changes. In terms of external disks, as of April 17, the weekly quotation of FOB US Gulf was US$3850-3872/ton, an increase of 270% from the average price of US$1,041/ton at the beginning of March; the weekly quotation of FOB Rotterdam was US$3,832/ton. At the beginning of March, the quotation of US$1,058/ton increased by 262%; while in China, according to the monitoring data of the business agency, the average offer of East China was 6025 yuan/ton on March 14 and the average offer of East China was 13,600 yuan/ton on April 21. Tons, the market's largest increase was 125.73%. As of April 24, the average offer in East China was 1,2766.7 yuan/ton, and the market fell back in a narrow range after the market surged.
1.3 Sodium hypochlorite
The domestic market for sodium hypochlorite went up for a short period of time and then pulled back, and the market supply was sufficient. It is understood that in early February, the price of 13% sodium hypochlorite disinfectant on the domestic market rose. Due to the significant increase in logistics and demand, the price rose from 700-800 yuan/ton before the holiday to 1100-1200 yuan/ton. The price continued Soon after, with the recovery of domestic transportation, the company quickly resumed production. After the market price adjusted to 900 yuan/ton in early March, the market price returned to the pre-holiday level after mid-March. The 13% sodium hypochlorite market offer remained unchanged in the past month. 700-800 yuan/ton.
1.4 Ethylene oxide
Ethylene oxide is used as a sterilant in the production process of masks, and the demand is small. According to monitoring, the ethylene oxide market offer in February remained stable at 7,600 yuan/ton. In March, the price of raw material ethylene continued to fall, and ethylene glycol was affected by crude oil. The market continued to bottom out, and the downstream infrastructure industry resumed work progress. The failure to fully open, the poor terminal exports, resulting in weak support for ethylene oxide, and rumors of market price cuts, the market continued to decline towards the end of the month, the market was bearish, and the epidemic affected a wide range of negative factors for the industry as a whole. many. In recent years, the types of domestic ethylene oxide downstream derivatives have not increased significantly, and the main downstream products such as polycarboxylic acid water reducer monomers, surfactants, and ethanolamine are still the main products. Among them, polycarboxylic acid water reducer monomers Accounted for 52%, surfactants accounted for 28%, ethanolamine accounted for 7%, the demand accounted for no significant fluctuations, the future polycarboxylate water-reducing agent monomer will still be the leader in the downstream of ethylene oxide.
On the other hand, ethylene oxide is a broad-spectrum, high-efficiency gas sterilization and disinfectant. It has strong penetrating power to disinfect items and can reach the depth of items. It can kill several pathogenic microorganisms, including bacterial propagules, spores, viruses and Fungus. Ethylene oxide is used in the disinfection and sterilization of disposable masks. Although the current output of masks is large, the demand for ethylene oxide for mask disinfection is very small, and it has not formed a positive stimulus to ethylene oxide. 2. Application principle of common disinfection raw materials in disinfection
Ethanol and isopropanol are alcohol disinfectants and are the most commonly used skin disinfectants. The reason why alcohol can be disinfected is because alcohol can absorb the water of bacterial protein, make it dehydrated, denatured and solidified, so as to achieve the purpose of killing bacteria. Different concentrations of alcohol are made by diluting high concentration (95%) alcohol with distilled water. 75% alcohol is used for sterilization; 50% alcohol is used to prevent bedsores; 20%-50% alcohol bath is used for physical cooling of patients with high fever. The selected concentration of medical disinfection alcohol is 75% ethanol. This concentration of alcohol has the best disinfection effect, too high or too low is not good. Hospitals also use 95% alcohol, but this is not used to disinfect the human body, it can be used to wipe the ultraviolet light.
Compared to ethanol, isopropanol is a better disinfectant. In the field of virus protection, the performance of isopropanol is more outstanding than that of ethanol. The main reason is that isopropanol is equivalent to adding two sets of methyl groups on the basis of ethanol, which makes its lipophilicity greatly enhanced, and this lipophilicity The enhanced permeability also makes it more aggressive towards the protein shell of the virus. Previously, I visited the overseas Amazon website and found that overseas isopropanol disinfectants accounted for significantly higher proportions than domestic disinfectants (more than 30%). The demand for isopropanol disinfectants overseas is much higher than that of domestic isopropanol disinfectants. Demand.
84 Disinfectant is a high-efficiency chlorine-containing disinfectant based on sodium hypochlorite. The main component is sodium hypochlorite (NaClO) with an effective chlorine content of 5.5 to 6.5%. Now it is widely used in hotels, tourism, hospitals, food processing industries, households, etc. Sanitation and disinfection. The bleaching property of NaClO is not what NaClO has, but HClO (hypochlorous acid). HClO has strong oxidizing properties and can oxidize and denature most substances, so it can play a role in disinfection. Carbon dioxide (CO₂) in the air can react with NaClO to obtain HClO. 84 disinfectant has a certain irritation and corrosiveness, which will cause greater irritation to the skin and mucous membranes. Usually this disinfectant contains 5% chlorine, and it must be diluted with 200 times water when used, if not proportionally Dilution will be corrosive.
Ethylene oxide is a heterocyclic compound and an important petrochemical product. Previously used to make fungicides, ethylene oxide is flammable and explosive, and it is not easy to transport over long distances, so it has strong regional characteristics. Ethylene oxide is a colorless and transparent liquid at low temperatures, and a colorless gas with a pungent odor of ether at normal temperature. The vapor pressure of the gas is high, reaching 141kPa at 30°C. This high vapor pressure determines the epoxy Strong penetrating power during ethane fumigation and disinfection. It has strong penetrating power to disinfected articles, reaching the depth of articles, and can kill several pathogenic microorganisms, including bacterial propagules, spores, viruses and fungi. It is widely used in medical disinfection and industrial sterilization. After disinfecting disposable masks with ethylene oxide, it needs to go through a series of procedures, and disposable masks must be tested before leaving the factory. The ethylene oxide content in the masks is up to the standard, so it is basically not harmful to human breathing of.
3. The disinfectant export market ushered in a window period
As of April 28, the cumulative number of confirmed cases overseas is 3 million. There is a huge demand for epidemic prevention materials. In the short term, overseas demand for epidemic prevention materials and raw materials will continue unabated.
In terms of policy, on March 20, China raised the export tax rebate rate for some chemical products. The Ministry of Finance and the State Administration of Taxation issued the "Announcement on Increasing the Export Tax Rebate Rate for Certain Products". According to the announcement, the export tax rebate rate for chemicals such as disinfectants was increased to 13%. The increase in the tax rebate rate further increases the international competitiveness of my country's isopropanol. Under the current special situation, it is conducive to the development of global markets such as Europe and the United States. On March 27, the Hunan Provincial Department of Commerce took the lead in issuing the "Special Action Plan for Expanding the Export of Epidemic Prevention Supplies and Daily Consumer Goods", clarifying "government guidance, enterprise entities, supply and demand coordination, risk pre-control", and overall planning to support overseas epidemic prevention and control Work with the development of the international market, vigorously organize the export of epidemic prevention supplies and daily consumer goods to countries and regions overseas, and actively expand the export of epidemic prevention supplies and daily consumer goods in Hunan Province.
In terms of products, the export situation of isopropanol is gradually increasing. According to data released by the General Administration of Customs, China exported only 17,000 tons of isopropanol in 2010. In 2018, China's total annual export of isopropanol was 105,500 tons, a sharp increase of 134.6% from 2017. In 2019, China's total exports of isopropanol reached 167,95 million tons, a year-on-year increase of 60%. The current domestic isopropanol sales are mainly concentrated on exports. According to statistics, the export volume in February was about 8493 tons. It is estimated that the export volume in March will exceed 20,000 tons, an increase of 135.5%. It is predicted that the export volume in April is expected to further double growth. , The export orders of mainstream domestic isopropanol factories have been scheduled to May. From the current point of view, the number of exports in 2020 is expected to reach a new high. The export volume of isopropanol increased sharply, alleviating the domestic surplus, and in a certain stage, it also played a supporting role in the domestic isopropanol market price. In terms of ethanol, according to incomplete statistics, the export volume from the end of March to mid-April was about 60,000 tons, which were basically sent to Japan, South Korea, Southeast Asia, Europe, the Middle East and other countries, and they mostly required ethanol with an excellent level or above. Most of them are sent out in small packages, and parts of South China are exported in the form of gel hand sanitizer or spray. There is another reason for the sharp increase in exports in April. The current price of isopropanol is high, and most of the factory orders have been scheduled to June. With the high price and limited supply, foreign businesses have begun to seek alcohol exports.
In terms of enterprises, on March 24, Sinopec’s subsidiary Jianghan Salt Chemicals shipped 300 tons of bleaching powder concentrate disinfectant to overseas markets as soon as possible through ports such as Shanghai and Shenzhen. The relevant person in charge of Sinopec said that Jianghan Salt Chemical's recent overseas orders have increased significantly year-on-year. Recently, the company has exported 10,256 tons of bleaching powder products to more than 10 countries including Italy, France, Australia, New Zealand, Thailand, and Vietnam. Currently, the company still has 1.4 Ten thousand tons of orders, and customer demand is expected to continue to grow.
4. Upstream raw materials in the industrial chain
4.1 Ethanol Industry Chain
2、疫情下，国内主流消毒剂化工原料市场发展情况2. Under the epidemic situation, the development of the domestic mainstream disinfectant chemical raw material market
1.1 Market situation of domestic mainstream disinfection chemical raw materials
After the Spring Festival, ethanol demand has increased, and many companies have sufficient production and supply, and market prices have risen slightly. In early February, due to the impact of the epidemic, the demand for medical disinfection alcohol with a concentration of 75% surged, and some areas were out of stock. Ethanol production companies have to deal with disinfection alcohol production licenses more urgently and switch to 75% disinfection alcohol. This has led to a shortage of 95% ethanol in East China and other places. The price is supported and adjusted more strongly than before the holiday. In mid-February, the supply of goods from the northern region arrived at South China ports, and the market supply increased significantly. However, the downstream demand for alcohol slowed down and the price changed little. In late February, the production of 75% alcohol has mostly met market demand. The downstream construction has resumed one after another. The logistics situation has gradually eased. The circulation of goods in various places has increased. The increase in market supply is greater than the increase in demand. The quotations of ethanol producers have fallen sharply to stimulate downstream purchases. Affected by the psychology of buying up and not buying down, the market transaction volume is limited. Entering April, domestic ethanol market prices ushered in a new wave of increases. On April 1, the domestic ethanol market price was 5262 yuan/ton. As of April 24, the domestic ethanol market price was 5437.5 yuan/ton, an increase of 3.33%. The price increased by 2.59% month-on-month and 2.14% year-on-year.
After the Spring Festival, the demand for ethanol increased, and many enterprises had sufficient production and supply, and the market price rose slightly. In early February, due to the impact of the epidemic, the demand for medical disinfection alcohol with a concentration of 75% surged, and some areas were out of stock. Ethanol production companies have to deal with disinfection alcohol production licenses more urgently and switch to 75% disinfection alcohol. This has led to a shortage of 95% ethanol in East China and other places. The price is supported and adjusted more strongly than before the holiday. In mid-February, the supply of goods from the northern region arrived at South China ports, and the market supply increased significantly. However, the downstream demand for alcohol slowed down and the price changed little. In late February, the production of 75% alcohol has mostly met market demand. The downstream construction has resumed one after another. The logistics situation has gradually eased. The circulation of goods in various places has increased. The increase in market supply is greater than the increase in demand. The quotations of ethanol producers have fallen sharply to stimulate downstream purchases. Affected by the psychology of buying up and not buying down, the market transaction volume is limited. Entering April, domestic ethanol market prices ushered in a new wave of increases. On April 1, the domestic ethanol market price was 5262 yuan/ton. As of April 24, the domestic ethanol market price was 5437.5 yuan/ton, an increase of 3.33%. The price increased by 2.59% month-on-month and 2.14% year-on-year.
1.2 Isopropanol
With the spread of overseas epidemics, China's isopropanol exports have surged, and the isopropanol market has risen sharply. Domestically, the monitoring data of the business agency showed that on February 1st, the East China market offered 6787 yuan/ton, and the average offer of East China was 6000 yuan/ton on March 12, an overall decrease of 11.6%. At that time, affected by domestic health incidents, domestic The resumption of work of downstream companies is delayed, logistics and transportation are blocked, and terminal demand is not good. In terms of demand, ethanol is more favored in the domestic disinfectant market. Ethanol has a significantly higher market share than isopropanol in the domestic disinfectant market in terms of consumption habits and costs. In February, the isopropanol market, like most other bulk chemicals, showed a narrow downward trend. Since mid-March, with the spread of the overseas epidemic, the demand for the disinfectant market has increased, and isopropyl alcohol at home and abroad has undergone earth-shaking changes. In terms of external disks, as of April 17, the weekly quotation of FOB US Gulf was US$3850-3872/ton, an increase of 270% from the average price of US$1,041/ton at the beginning of March; the weekly quotation of FOB Rotterdam was US$3,832/ton. At the beginning of March, the quotation of US$1,058/ton increased by 262%; while in China, according to the monitoring data of the business agency, the average offer of East China was 6025 yuan/ton on March 14 and the average offer of East China was 13,600 yuan/ton on April 21. Tons, the market's largest increase was 125.73%. As of April 24, the average offer in East China was 1,2766.7 yuan/ton, and the market fell back in a narrow range after the market surged.
1.3 Sodium hypochlorite
The domestic market for sodium hypochlorite went up for a short period of time and then pulled back, and the market supply was sufficient. It is understood that in early February, the price of 13% sodium hypochlorite disinfectant on the domestic market rose. Due to the significant increase in logistics and demand, the price rose from 700-800 yuan/ton before the holiday to 1100-1200 yuan/ton. The price continued Soon after, with the recovery of domestic transportation, the company quickly resumed production. After the market price adjusted to 900 yuan/ton in early March, the market price returned to the pre-holiday level after mid-March. The 13% sodium hypochlorite market offer remained unchanged in the past month. 700-800 yuan/ton.
1.4 Ethylene oxide
Ethylene oxide is used as a sterilant in the production process of masks, and the demand is small. According to monitoring, the ethylene oxide market offer in February remained stable at 7,600 yuan/ton. In March, the price of raw material ethylene continued to fall, and ethylene glycol was affected by crude oil. The market continued to bottom out, and the downstream infrastructure industry resumed work progress. The failure to fully open, the poor terminal exports, resulting in weak support for ethylene oxide, and rumors of market price cuts, the market continued to decline towards the end of the month, the market was bearish, and the epidemic affected a wide range of negative factors for the industry as a whole. many. In recent years, the types of domestic ethylene oxide downstream derivatives have not increased significantly, and the main downstream products such as polycarboxylic acid water reducer monomers, surfactants, and ethanolamine are still the main products. Among them, polycarboxylic acid water reducer monomers Accounted for 52%, surfactants accounted for 28%, ethanolamine accounted for 7%, the demand accounted for no significant fluctuations, the future polycarboxylate water-reducing agent monomer will still be the leader in the downstream of ethylene oxide.
On the other hand, ethylene oxide is a broad-spectrum, high-efficiency gas sterilization and disinfectant. It has strong penetrating power to disinfect items and can reach the depth of items. It can kill several pathogenic microorganisms, including bacterial propagules, spores, viruses and Fungus. Ethylene oxide is used in the disinfection and sterilization of disposable masks. Although the current output of masks is large, the demand for ethylene oxide for mask disinfection is very small, and it has not formed a positive stimulus to ethylene oxide. 2. Application principle of common disinfection raw materials in disinfection
Ethanol and isopropanol are alcohol disinfectants and are the most commonly used skin disinfectants. The reason why alcohol can be disinfected is because alcohol can absorb the water of bacterial protein, make it dehydrated, denatured and solidified, so as to achieve the purpose of killing bacteria. Different concentrations of alcohol are made by diluting high concentration (95%) alcohol with distilled water. 75% alcohol is used for sterilization; 50% alcohol is used to prevent bedsores; 20%-50% alcohol bath is used for physical cooling of patients with high fever. The selected concentration of medical disinfection alcohol is 75% ethanol. This concentration of alcohol has the best disinfection effect, too high or too low is not good. Hospitals also use 95% alcohol, but this is not used to disinfect the human body, it can be used to wipe the ultraviolet light.
Compared to ethanol, isopropanol is a better disinfectant. In the field of virus protection, the performance of isopropanol is more outstanding than that of ethanol. The main reason is that isopropanol is equivalent to adding two sets of methyl groups on the basis of ethanol, which makes its lipophilicity greatly enhanced, and this lipophilicity The enhanced permeability also makes it more aggressive towards the protein shell of the virus. Previously, I visited the overseas Amazon website and found that overseas isopropanol disinfectants accounted for significantly higher proportions than domestic disinfectants (more than 30%). The demand for isopropanol disinfectants overseas is much higher than that of domestic isopropanol disinfectants. Demand.
84 Disinfectant is a high-efficiency chlorine-containing disinfectant based on sodium hypochlorite. The main component is sodium hypochlorite (NaClO) with an effective chlorine content of 5.5 to 6.5%. Now it is widely used in hotels, tourism, hospitals, food processing industries, households, etc. Sanitation and disinfection. The bleaching property of NaClO is not what NaClO has, but HClO (hypochlorous acid). HClO has strong oxidizing properties and can oxidize and denature most substances, so it can play a role in disinfection. Carbon dioxide (CO₂) in the air can react with NaClO to obtain HClO. 84 disinfectant has a certain irritation and corrosiveness, which will cause greater irritation to the skin and mucous membranes. Usually this disinfectant contains 5% chlorine, and it must be diluted with 200 times water when used, if not proportionally Dilution will be corrosive.
Ethylene oxide is a heterocyclic compound and an important petrochemical product. Previously used to make fungicides, ethylene oxide is flammable and explosive, and it is not easy to transport over long distances, so it has strong regional characteristics. Ethylene oxide is a colorless and transparent liquid at low temperatures, and a colorless gas with a pungent odor of ether at normal temperature. The vapor pressure of the gas is high, reaching 141kPa at 30°C. This high vapor pressure determines the epoxy Strong penetrating power during ethane fumigation and disinfection. It has strong penetrating power to disinfected articles, reaching the depth of articles, and can kill several pathogenic microorganisms, including bacterial propagules, spores, viruses and fungi. It is widely used in medical disinfection and industrial sterilization. After disinfecting disposable masks with ethylene oxide, it needs to go through a series of procedures, and disposable masks must be tested before leaving the factory. The ethylene oxide content in the masks is up to the standard, so it is basically not harmful to human breathing of.
3. The disinfectant export market ushered in a window period
As of April 28, the cumulative number of confirmed cases overseas is 3 million. There is a huge demand for epidemic prevention materials. In the short term, overseas demand for epidemic prevention materials and raw materials will continue unabated.
In terms of policy, on March 20, China raised the export tax rebate rate for some chemical products. The Ministry of Finance and the State Administration of Taxation issued the "Announcement on Increasing the Export Tax Rebate Rate for Certain Products". According to the announcement, the export tax rebate rate for chemicals such as disinfectants was increased to 13%. The increase in the tax rebate rate further increases the international competitiveness of my country's isopropanol. Under the current special situation, it is conducive to the development of global markets such as Europe and the United States. On March 27, the Hunan Provincial Department of Commerce took the lead in issuing the "Special Action Plan for Expanding the Export of Epidemic Prevention Supplies and Daily Consumer Goods", clarifying "government guidance, enterprise entities, supply and demand coordination, risk pre-control", and overall planning to support overseas epidemic prevention and control Work with the development of the international market, vigorously organize the export of epidemic prevention supplies and daily consumer goods to countries and regions overseas, and actively expand the export of epidemic prevention supplies and daily consumer goods in Hunan Province.
In terms of products, the export situation of isopropanol is gradually increasing. According to data released by the General Administration of Customs, China exported only 17,000 tons of isopropanol in 2010. In 2018, China's total annual export of isopropanol was 105,500 tons, a sharp increase of 134.6% from 2017. In 2019, China's total exports of isopropanol reached 167,95 million tons, a year-on-year increase of 60%. The current domestic isopropanol sales are mainly concentrated on exports. According to statistics, the export volume in February was about 8493 tons. It is estimated that the export volume in March will exceed 20,000 tons, an increase of 135.5%. It is predicted that the export volume in April is expected to further double growth. , The export orders of mainstream domestic isopropanol factories have been scheduled to May. From the current point of view, the number of exports in 2020 is expected to reach a new high. The export volume of isopropanol increased sharply, alleviating the domestic surplus, and in a certain stage, it also played a supporting role in the domestic isopropanol market price. In terms of ethanol, according to incomplete statistics, the export volume from the end of March to mid-April was about 60,000 tons, which were basically sent to Japan, South Korea, Southeast Asia, Europe, the Middle East and other countries, and they mostly required ethanol with an excellent level or above. Most of them are sent out in small packages, and parts of South China are exported in the form of gel hand sanitizer or spray. There is another reason for the sharp increase in exports in April. The current price of isopropanol is high, and most of the factory orders have been scheduled to June. With the high price and limited supply, foreign businesses have begun to seek alcohol exports.
In terms of enterprises, on March 24, Sinopec’s subsidiary Jianghan Salt Chemicals shipped 300 tons of bleaching powder concentrate disinfectant to overseas markets as soon as possible through ports such as Shanghai and Shenzhen. The relevant person in charge of Sinopec said that Jianghan Salt Chemical's recent overseas orders have increased significantly year-on-year. Recently, the company has exported 10,256 tons of bleaching powder products to more than 10 countries including Italy, France, Australia, New Zealand, Thailand, and Vietnam. Currently, the company still has 1.4 Ten thousand tons of orders, and customer demand is expected to continue to grow.
4. Upstream raw materials in the industrial chain
4.1 Ethanol Industry Chain
At present, most domestic alcohol manufacturers mainly rely on corn alcohol. In terms of raw materials, the price of corn has increased due to the warming of the feed industry, and the price of corn has continued to rise with the increase in downstream demand. At present, there is not much surplus grain for farmers. The price continues to rise due to the increase in supply and demand. Taking Jilin area as an example, it will rise to 1860 yuan/ton, and DDGS will rise to 2000 yuan/ton. The auction time for temporary storage in 2020 has not been settled. The market is reported to be around the end of April and early May. It will be alleviated. Another issue worthy of attention is whether the impact of insect pests will affect the later corn production. The price of raw cassava continued to fall in April. Affected by the epidemic, the low-end FOB price of dried cassava chips in Thailand was US$201/ton, and the freight price dropped sharply. However, with the end of the epidemic and the end of the cassava harvest season, the price of dried cassava chips delivered to the country will rebound. The raw material molasses squeezing season is basically over. The price of raw materials remains high this season. In the later period, more inventory will be consumed, and the price of raw materials will remain high.
4.2 Isopropanol Industry Chain
4.2 Isopropanol Industry Chain
Facing the huge increase in overseas demand, the operating rate of isopropanol plants has increased, and the demand for raw materials has increased, which has driven the raw material market to rise substantially. At present, there are three processes for producing isopropanol in domestic factories: propylene hydration, acetone hydrogenation and isopropyl acetate hydrogenation. With the diversification of the processes, the potential differentiation of each process has also intensified competition in the isopropanol industry . At present, the annual domestic production capacity of isopropanol is about 840,000 tons, of which propylene hydration accounts for about 25%; acetone hydrogenation accounts for about 60%; isopropyl acetate hydrogenation accounts for about 15%. Taking the acetone-isopropanol industrial chain as an example, according to the monitoring data of the business agency, in the East China market, for example, after the Spring Festival, market demand was sluggish and transportation was blocked. In February, the East China market first fell below 5,000 yuan/ton. Only the "black swan" followed closely. Crude oil plummeted by nearly 30%, causing the entire petrochemical sector to suffer heavy losses, and acetone was not spared. The acetone market in East China fell to 4,200 yuan/ton in a few trading days, which is about to break the "4". Market, the downstream disinfection market, isoacetone, rescued the declining acetone. As the demand for isopropanol increased, the operating rate of enterprises continued to increase, the market increased inquiries and purchases of raw material acetone, and the short-term demand for raw materials was expected to increase. Acetone on March 17 The East China region pushed up 600 yuan/ton for three trading days, and the East China region offered 4750 yuan/ton. The acetone market maintained a relatively high level of operation for a period of time in mid-to-late March. The trend at this stage was separated from the heavy blow of the petrochemical industry chain. Contrary to the upward trend. After a period of downstream purchases, although acetone still could not escape the negative impact of the upstream crude oil and pure benzene plummeting costs at the end of March, and it fell for a short time, in April, due to the expected early release of crude oil production and the surge of propylene, the demand side increased. As of April 22, the acetone market continued to be at a high level, with an offer of 6,850 yuan/ton in East China, 6,600 yuan/ton in North China, and 7,000 yuan/ton in South China.
In another industrial chain, propylene-isopropanol has a relatively small proportion. As a raw material for many chemical products, propylene accounts for only 1% of isopropanol. The effect of isopropanol on propylene is not obvious.
4.3 Ethylene Oxide Industry Chain
In another industrial chain, propylene-isopropanol has a relatively small proportion. As a raw material for many chemical products, propylene accounts for only 1% of isopropanol. The effect of isopropanol on propylene is not obvious.
4.3 Ethylene Oxide Industry Chain
Ethylene oxide is mainly used for polycarboxylic acid water-reducing agent monomers, accounting for 52%, surfactants accounting for 28%, ethanolamine accounting for 7%, and a small proportion in sterilization, so ethylene oxide is composed of The effect of disinfection on the upstream raw materials ethylene and ethylene glycol can be ignored.
3. Disinfectant market forecast and future development opportunities and challenges. Market forecast: Isopropanol has a large space in the domestic disinfection market. The current export volume in the first half of the year will remain high. In terms of price, some intermediate traders currently expect to export The volume may decrease, and the current eager shipment offer has dropped by 200-500 yuan/ton, and the factory offer has also declined. In the medium and long term, as the overseas epidemic improves, the demand for disinfectants in overseas markets decreases, while the domestic isopropanol supply is surplus, and the reduction in exports is bound to affect the demand for isopropanol. The isopropanol market may have downside risks. In 2020-2021, domestic isopropanol production capacity will still increase, and the trend of the isopropanol market will gradually return to a rational space.
Disinfecting materials such as disinfectant alcohol, disinfectant wipes, and 84 disinfectant are all dangerous goods. Not only MSDS, but also dangerous goods identification report and REACH are required. Because each country has requirements for imported masks, disinfectants and other anti-epidemic products Different, you should consult the local agency or receiving company before exporting to avoid the problem of materials being detained or returned. However, as the overseas epidemic situation rises, ethanol export orders may further increase. The domestic ethanol market before May 1st will continue to increase prices due to the high-speed restrictions, and it is expected to increase by 100-150 yuan/ton. In the medium and long term, there is room for upside in the raw corn market, and rising costs may drive ethanol up.
Opportunity: Before the outbreak of the epidemic, the Chinese disinfection market was in a gradual development trend for a long time, and the growth rate even declined in 2019. In China, in the downstream application market of disinfectants, the agricultural sector accounts for 24%; the medical sector accounts for 19%; the industrial sector accounts for 17%; the animal husbandry sector accounts for 15%; the public facilities sector needs It accounts for 13%; demand in other fields accounts for 12%. During the epidemic, epidemic prevention materials across the country were in emergency, and disinfection products became the second most in short supply after masks. Suning released data that during the epidemic, the sales of disinfectant hand sanitizers soared by 2315%, and short-term market demand increased significantly. After the epidemic, as people's awareness of disinfection has increased, the demand for disinfectants in families has continued to rise. The disinfectant industry has a broad future development space and the market environment will be further optimized.
Challenge: At this stage, the number of well-known brands in the Chinese disinfectant market is relatively small. The high-end segment is mainly occupied by imported brands, and the low-end segment is flooded with small brands, resulting in increasingly fierce industry competition and declining overall profitability. Driven by market demand and national policies, companies with insufficient strength in the disinfectant industry will gradually withdraw. In the future, the development of the industry will become increasingly standardized and professional. In summary, the current contradiction between supply and demand of disinfectant products has been relatively stable. However, due to the needs of epidemic prevention and control, the demand side is still developing, especially in the severe situation abroad. The export volume of disinfectants will still be relatively large in the short term, and the price will be affected. Will form a certain degree of support. On the whole, the market's attention to disinfectants is relatively rational; in the future, following the changes in the global prevention and control situation, their applications will gradually become normalized.
3. Disinfectant market forecast and future development opportunities and challenges. Market forecast: Isopropanol has a large space in the domestic disinfection market. The current export volume in the first half of the year will remain high. In terms of price, some intermediate traders currently expect to export The volume may decrease, and the current eager shipment offer has dropped by 200-500 yuan/ton, and the factory offer has also declined. In the medium and long term, as the overseas epidemic improves, the demand for disinfectants in overseas markets decreases, while the domestic isopropanol supply is surplus, and the reduction in exports is bound to affect the demand for isopropanol. The isopropanol market may have downside risks. In 2020-2021, domestic isopropanol production capacity will still increase, and the trend of the isopropanol market will gradually return to a rational space.
Disinfecting materials such as disinfectant alcohol, disinfectant wipes, and 84 disinfectant are all dangerous goods. Not only MSDS, but also dangerous goods identification report and REACH are required. Because each country has requirements for imported masks, disinfectants and other anti-epidemic products Different, you should consult the local agency or receiving company before exporting to avoid the problem of materials being detained or returned. However, as the overseas epidemic situation rises, ethanol export orders may further increase. The domestic ethanol market before May 1st will continue to increase prices due to the high-speed restrictions, and it is expected to increase by 100-150 yuan/ton. In the medium and long term, there is room for upside in the raw corn market, and rising costs may drive ethanol up.
Opportunity: Before the outbreak of the epidemic, the Chinese disinfection market was in a gradual development trend for a long time, and the growth rate even declined in 2019. In China, in the downstream application market of disinfectants, the agricultural sector accounts for 24%; the medical sector accounts for 19%; the industrial sector accounts for 17%; the animal husbandry sector accounts for 15%; the public facilities sector needs It accounts for 13%; demand in other fields accounts for 12%. During the epidemic, epidemic prevention materials across the country were in emergency, and disinfection products became the second most in short supply after masks. Suning released data that during the epidemic, the sales of disinfectant hand sanitizers soared by 2315%, and short-term market demand increased significantly. After the epidemic, as people's awareness of disinfection has increased, the demand for disinfectants in families has continued to rise. The disinfectant industry has a broad future development space and the market environment will be further optimized.
Challenge: At this stage, the number of well-known brands in the Chinese disinfectant market is relatively small. The high-end segment is mainly occupied by imported brands, and the low-end segment is flooded with small brands, resulting in increasingly fierce industry competition and declining overall profitability. Driven by market demand and national policies, companies with insufficient strength in the disinfectant industry will gradually withdraw. In the future, the development of the industry will become increasingly standardized and professional. In summary, the current contradiction between supply and demand of disinfectant products has been relatively stable. However, due to the needs of epidemic prevention and control, the demand side is still developing, especially in the severe situation abroad. The export volume of disinfectants will still be relatively large in the short term, and the price will be affected. Will form a certain degree of support. On the whole, the market's attention to disinfectants is relatively rational; in the future, following the changes in the global prevention and control situation, their applications will gradually become normalized.
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