Sodium perborate tetrahydrate

Sodium Percarbonate Market Dynamics Intelligence Analysis (July 8, 2026)

I. Price Dynamics
1. Benchmark Price
- According to Shengyishe Data, the benchmark price of sodium percarbonate stood at RMB 7,950.00/ton on July 6–7, 2026—unchanged from the beginning of the month and positioned at the mid-to-upper range of its annual fluctuation band (RMB 7,790–8,037.5/ton).
- Significant regional price variation exists:
Jinrihe Chemical (Jinan, Shandong): RMB 7,700/ton (active oxygen ≥10%, 25 kg/bag);
Qiqiba Chemical (Wuhan, Hubei): RMB 8,000/ton (industrial grade, active oxygen ≥10%);
Gaide Chemical Network lists a suggested quotation of RMB 3,600/ton from an unnamed Shandong-based enterprise (98% purity, tetrahydrate form, MOQ: 1 ton); however, this figure likely reflects a historical quote or a special-specification offer.

2. Price Trend
- Between June 1 and May 29, the price rose modestly from RMB 7,950/ton to RMB 7,990/ton (a 0.5% increase), thereafter stabilizing through July 6.
- No short-term fluctuation occurred during July 6–7; however, the regional price spread (e.g., RMB 7,700 in Shandong vs. RMB 8,000 in Hubei) highlights structural supply-demand disparities.

II. Market Drivers
1. Supply-Demand Balance
- Capacity Distribution: Shandong accounts for 58% of China’s total sodium percarbonate production capacity (2023 data); Jiangsu, Hebei, and Henan collectively account for 32%, indicating high regional concentration.
- Operating Rate: Industry-wide capacity utilization was 78% in 2020 and has since improved, trending toward balanced supply and demand.
- Demand Structure:
Traditional Applications: Detergents (>50% of total demand); disinfectants (medical-grade share projected to reach 25.3% by 2030);
Emerging Applications: Electronics cleaning (electronic-grade demand CAGR: 38.2%); new-energy materials (as additive, projected share: 18.1% by 2030).

2. Cost Pressures
- Raw materials (borax and hydrogen peroxide) constitute 62–68% of production costs; their price volatility directly impacts sodium percarbonate pricing.
- Stricter environmental regulations are accelerating adoption of clean production technologies (e.g., closed-loop mother liquor recovery), reducing unit energy consumption by 28%; however, technology upgrade costs necessitate price pass-through.

3. Policy & Environmental Factors
- The Ministry of Industry and Information Technology (MIIT) has included sodium percarbonate clean production in the “Green & Low-Carbon Technology Guidelines for Key Industries (2022 Edition),” compelling enterprises to modernize equipment.
- Global green trade barriers (e.g., carbon footprint accounting requirements) are prompting firms to strengthen ESG management—potentially increasing short-term operational costs.

III. Competitive Landscape
1. Leading Enterprise Activities
- Enterprises clustered in Shandong and Jiangsu (e.g., Lu Yue Holdings) are consolidating market leadership via M&A or new investment in electronic-grade/medical-grade production lines, accounting for 55–60% of newly announced capital expenditures.
- Domestic breakthrough in high-purity electronic-grade sodium percarbonate achieved in 2023: a 500-ton/year production line commenced operations in Zibo, Shandong, achieving metal impurity levels ≤10 ppm.

2. Regional Market Divergence
- East China: Strong advantages in high-end manufacturing and export markets; projected demand to reach 33,800 tons by 2030;
- North China: Driven by semiconductor and new-energy materials sectors; electronic-grade demand CAGR: 38.2%;
- South China: Surging household health & wellness consumption; CAGR: 11.3%;
- Central & Western China: Accelerating catch-up under industrial transfer policy support.

IV. Outlook (2026–2030)
1. Demand Volume: Industry sales projected to grow at a CAGR of 10.6%, reaching 84,600 tons by 2030—medical disinfection, electronics, and new-energy additives collectively accounting for 43.4% of total demand.
2. Price Trend:
- Short-Term (Q3 2026): Benchmark price expected to remain stable within RMB 7,900–8,000/ton; persistent regional spreads attributable to logistics cost differentials (e.g., Shandong’s port advantage) and product specifications (active oxygen content, purity level).
- Long-Term (2027–2030): Supported by rising raw material costs (sensitivity analysis indicates combined policy + raw material impact index of 0.96) and growing share of premium products, the price center may shift upward to RMB 8,200–8,500/ton.
3. Key Risks:
- Sharp volatility in raw material prices (e.g., borax export restrictions);
- Exceedingly stringent enforcement of environmental policies (e.g., introduction of carbon tax);
- Technological breakthroughs by substitutes (e.g., sodium percarbonate alternatives such as sodium percarbonate).

V. Investment & Strategic Recommendations
1. Capacity Deployment: Prioritize investment in high-purity electronic-grade and medical-grade production facilities in Shandong and Jiangsu provinces; concurrently advance flexible manufacturing lines for sustained-release daily-chemical applications.
2. Supply Chain Management: Pursue vertical integration of upstream borax mining resources (e.g., Lu Yue Holdings’ model); pursue horizontal collaboration with green hydrogen–based hydrogen peroxide production to lower input costs.
3. Risk Hedging: Implement raw-material price-indexed dynamic pricing mechanisms; strengthen ESG compliance to mitigate exposure to green trade barriers.