Disinfectant market forecast and opportunities under the epidemic

Against the backdrop of the current severe epidemic situation, the amount of disinfectant products at home and abroad has increased greatly, and the products are in short supply. Concepts related to the futures market and the stock market were once popular. So, what are the main disinfectants applicable in 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 normal demand?

Market forecast: Isopropyl alcohol has a large space in the domestic disinfection market. The current export volume will remain high in the first half of the year. In terms of price, some intermediate traders currently expect the export volume to decrease. -500 CNY/ton, the factory's offer also declined. In the medium to long term, as the overseas epidemic situation improves, the demand for disinfectants in overseas markets decreases, while the domestic supply of isopropanol is surplus, and the reduction in exports will inevitably affect the demand for isopropanol. The isopropanol market may have a downside risk In 2020-2021, there is still an increase in domestic isopropyl alcohol production capacity, and the isopropyl alcohol market trend will gradually return to rational space.

Disinfecting alcohol, disinfecting wipes, 84 disinfectant and other disinfecting materials are dangerous goods, not only need to do MSDS, but also need to do dangerous goods identification report and REACH, because each country has requirements for imported masks, disinfectants and other epidemic prevention products Differently, you should consult your local agency or receiving company before exporting to avoid the problem of material being detained or returned. However, with the rise of overseas epidemic situation, there is a possibility of further increase in ethanol export orders. The domestic ethanol market will continue to rise in price due to high-speed restrictions, and it is expected to increase by 100-150 CNY/ton. In the medium to long term, the raw corn market has room for upside, and rising costs may push ethanol upward.

Opportunity: Before the outbreak, the Chinese disinfection market was in a slow development for a long period of time, and even declined in 2019. In China, in the downstream application market of disinfectants, the demand in the agricultural sector accounts for 24%; the demand in the medical sector accounts for 19%; the demand in the industrial sector accounts for 17%; the demand for animal husbandry accounts for 15%; the demand for public facilities The proportion is 13%; the demand in other fields accounts for 12%. Under the epidemic situation, anti-epidemic materials across the country were in a hurry. Disinfection products became the second most in short supply after masks. Suning released data that sales of disinfectant hand sanitizers surged 2315% during the epidemic, and the short-term market demand increased greatly. After the epidemic, with the improvement of people's understanding of disinfection, the demand for disinfectants in households continues to rise, the disinfectant industry has a broad development space in the future, and the market environment will be further optimized.

Challenge: At this stage, in the Chinese disinfectant market, there are fewer well-known brands, the high-end segment is mainly occupied by imported brands, and the low-end segment is flooding the market, resulting in increasingly fierce competition in the industry and overall profitability. Driven by market demand and national policies, companies with insufficient strength in the disinfectant industry will gradually withdraw, and the future development of the industry will become increasingly standardized and professional.