What is the future trend of the outbreak with the fire thickener Capom?

original title: The outbreak with the fire thickener Capom, what is the future trend?key words,
. Outbreak
Kapom re
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minutes Capom is a polyacrylic acid cross-link polymer, mainly used for thickening of daily chemical products, in very low concentrations can achieve results. Cosmetics such as shampooes, shower gels, and lotions, including some creams, usually use capom to increase viscosity, an ingredient found in most daily chemicals.'s prices under the outbreaka new coronary pneumonia outbreak hit, to the medical products industry caught off guard. Medical supplies such as masks, protective clothing and disinfection supplies are in short supply. The shortage of masks has led to sharp fluctuations in the prices of nonwovens and polypropylene, the raw materials used upstream of masks, causing an uproar in the industry. At the same time, there was a shortage of hand sanitizers commonly used during the outbreak, and strong demand from
led to a sharp rise in the price of the thickener Capom. But the market then fell into chaos, with prices changing every day.Guangzhou God-given new materials
is the largest Kapom production enterprises, under normal circumstances, God-given Kapom commonly used brand quotation of about 80 yuan / kg, and the cause of the outbreak, God-given Kapom product prices have doubled. In the first quarter of this year, traders in the industry were looking for Kapom's supply at high prices, and the previously under-valued variety became a hit. In the second quarter, the domestic epidemic gradually got under control, the demand for gel hand-washing fluid gradually decreased, the price of Capom has a certain degree of decline, but the price is still higher overall than before the outbreak, traders speculation is still there. Cabom's domestic market supply
Lubrizol is the inventor of Cabom, for a long time, Lubrizol is a unique global Kapom field, although the price is nearly double the price of new materials, but
More than 70% of china's market is still occupied by this U.S. company
, long-term Lubrizol in this market position has been unshakable. Because for Kapom this small variety, in the daily raw material formula to add only 0.3% to 0.5%, a small and medium-sized daily chemical enterprises a month only a few kilograms to dozens of kilograms, so enterprises generally do not take the risk to replace a cost ratio of such a small proportion of raw materials. And the quality of Luborun products has been the industry's many years of verification, whether it is product stability or supply stability, are trustworthy. For a long time, it was difficult for Kapom, produced by other companies, to break into the daily market.the outbreak, the U.S. company Luborun put all its production lines together to produce Capom for hand-washing fluids. According to the company, its
current production of Kapom can meet the global demand for 1 billion bottles of hand-washing liquid per month, the production of china's market is twice as high., however, Kapom's current order delivery schedule has been scheduled for September, high operating rate still can not meet the needs of China's hand-washing liquid market.
For the country's leading companies in Kapom, the start-up rate in March has reached 95%, while during the non-epidemic, the average operating rate of the God-given Kapom plant is only about 50%.In addition to the U.S. Lu Borun and Guangzhou God-given new materials, there are other well-known Japanese raw materials companies are also producing Kapom, such as the United Kingdom, Italy 3V, Japan's Somoo, Germany's Ing-Run, South Korea's Hannon and so on. However, these enterprises have small capacity, plus in the previous period because Luborun's market position is too strong, did not enter the Chinese market in large numbers, so under the outbreak, the capacity of these enterprises is basically used to meet their domestic needs, only a very small amount can be sold to the Chinese market. The share of Kapom's corporate supply in the Chinese market in 2019 is shown in Figure 1.why Kapom is so popular In the field of daily chemicalization, there are many varieties of thickeners, why is Kapom alone becoming tight? For wash-free disinfection products, because it contains alcohol, so need to thicken to more than 70% to ensure the stability of the formulation system.
the excellent thickening effect of Kapom makes it the best choice of alcohol-containing formula system, which has a strong irreplaceability in wash-free disinfection products.Cabom shortage on the impact of the Japanese chemical industry Although Capom is widely used in the daily chemical industry, in fact, most daily chemical products can still use other thickeners to replace Capom, but if the sudden replacement of raw materials, there will be a certain quality risk, may affect the stability of the formula.For small japanese companies, replacement is relatively easy, and for large enterprises, replacing a raw material often requires a long period of testing, if these large enterprises do not have a contract with The Capom supplier, it may be difficult to ensure normal production during the outbreak.the current situation, most of the japanese chemical enterprises just resumed production soon, still consuming the early inventory, Capo
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out of stock impact was not immediately apparent. In the long run, due to the presence of alternative thickeners, out-of-stock does not constitute a greater impact. Cabom's future market forecast 1 sercusing high demand under the outbreak, wash-free alcohol hand-washing liquid is a hot product, and our country is the main producer of this product, so this high demand state will persist during the outbreak. Even after the outbreak is under control, people will continue to pay attention to the control of sanitary conditions, the outbreak brought people's hygiene habits will make alcohol hand sanitizer in the future will remain at a relatively high level of demand.2Lose some market shareSome japanese companies will replace Capom with other thickeners in the event of out-of-stock, which will cause Capom to lose some of its old customers, and more types of thickeners will enter the Daily Chemical market in the future.3domestic brand rise for Kapom, the quality of domestic materials has been fully able to meet downstream demand. In the case of Luborum Kapom supply, domestic brands will gradually replace it, which will be conducive to the development of domestic Kapom brand. Accordingly, with the development of China's daily chemical industry, other daily chemical raw materials in the future will gradually realize localization. ,
, for China's domestic daily chemical production enterprises, the import dependence of raw materials is still very high.
in Europe and the United States raw material plant operating rate is not high, they will give priority to ensure the supply of large brands in Europe and the United States daily chemical plant production, and for China's daily chemical brand, I am afraid that the next will face the problem of raw materials out of stock. a long time, the technical lifeblood of Japanese raw materials is in the hands of European and American enterprises. Although in recent years, domestic raw materials have made rapid progress in development, raw materials import dependence is gradually reduced, but Chinese enterprises in research and development investment is still slightly inadequate, product quality compared with Europe and the United States there are still some gaps. hope that Chinese Japanese enterprises can get more thinking and enlightenment in this wave, and improve their ability to resist risks. Can domestic Japanese brands resist the pressure of shortage of raw materials and seize development opportunities? Let's wait and see! content source: "China Chemical Information" magazine China Chemical Information Center Consulting Division Xu Chenxuan o'clock in the look, a article to understand the outbreak of the fire of Kapom responsible editor:
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