N,n''-Methylenebisacrylamide

# Recent Market Intelligence on N,N'-Methylenebisacrylamide (MBA)

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## I. Price Overview (Mid-October to November 12, 2026)

| Time Point | Data Source | Price (CNY/ton) | Specifications/Notes |
|---|---|---|---|
| 2026-10-29 | SunSirs Benchmark Price | Dynamic release (specific value not disclosed) | 99% benchmark guidance price |
| 2026-11-09 | SunSirs Benchmark Price | Dynamic release (specific value not disclosed) | 99% benchmark guidance price |
| 2026-11-10 | GuideChem Market Average Price | **50,000** | Market reference average price |
| 2026-11-10 | Hubei Qijiu Chemical (Quote Pass) | **62,000** | 99%, ex-works price, Wuhan, Hubei, bagged |
| 2026-07-14 (Reference) | SunSirs | 54,000 | Suzhou Senfida Chemical, 99% |

**Key Findings**: Over the past month, MBA market quotes have shown significant divergence. The SunSirs benchmark price system remains in the 50,000 CNY/ton range, while actual ex-works quotes in Hubei have risen to 62,000 CNY/ton, representing a premium of **24%**. This price gap reflects the dual pressures of regional supply-demand imbalance and rising logistics costs.

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## II. Supply-Side Intelligence

1. **Production Capacity Distribution**: Domestic suppliers are highly concentrated in three major regions: Hubei (90 companies), Shanghai (88 companies), and Shandong (42 companies). Hubei has become the core hub for MBA production and trade. Enterprises such as Hubei Qijiu Chemical and Hubei Qifei Pharmaceutical Chemical use Hubei as their shipping base, with production capacity radiating nationwide.

2. **Clear Tiering of Supply Specifications**:
- Industrial/Reagent Grade: 99% purity is mainstream, accounting for over 132 suppliers;
- High-Purity Grade (>99%): Only 8 companies, belonging to scarce resources;
- Low Purity (<80%): 181 companies, mostly used for low-end applications.

3. **Inventory and Supply Capability**: Hubei Qijiu Chemical's single quote volume reaches 10,000 tons, indicating a strong willingness among midstream traders to stockpile; reagent suppliers such as Shanghai Yuanye Bio have limited inventory (single to double digits), focusing on small-batch, high-value-added supply.

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## III. Demand-Side and Market Size Intelligence

1. **Global Market is Stable but with Mild Growth**: The global MBA market size reached **USD 0.17 million** in 2026, projected to increase to USD 0.19 million by 2033, with an annual compound growth rate (CAGR) of only **1.60%**—a typical \"small but stable\" niche segment.

2. **Diverse Downstream Applications**: Involves petroleum, construction, chemical, and electronics sectors. Petroleum and chemical sectors are traditional mainstays, while demand for electronic-grade high-purity products is showing a growth trend.

3. **Rising Weight of the Chinese Market**: China's importance in the global MBA market continues to rise, becoming one of the core regions driving industry growth, although specific share data has not been fully disclosed.

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## IV. Price Trend Analysis

**Short-term Outlook (Next 1-3 months): Strong oscillation, high probability of upward movement**

- **Supporting Factors**:
- The ex-works price in Hubei at 62,000 CNY/ton is significantly higher than the SunSirs benchmark price of 50,000 CNY/ton, indicating that the actual transaction center of gravity is shifting upward;
- With the arrival of winter, chemical product transportation costs will increase, and northern market restocking demand will be released in stages;
- The supply concentration of the 99% high-purity specification is high, leaving limited room for price negotiation.

- **Suppressive Factors**:
- The global CAGR is only 1.60%, with the demand side lacking an explosive growth engine;
- Oversupply of low-purity products (<80%) (181 companies) may drag down the overall average price.

**Medium-term Outlook (First Half of 2027): Mild upward trend, range of 55,000-65,000 CNY/ton**

- If the SunSirs benchmark price system adjusts to follow the market, it is expected to gradually move from the current 50,000 CNY range toward 55,000 CNY;
- If production capacity in the Hubei region continues to be released, the price ceiling may face resistance around 65,000 CNY.

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## V. Risk Warnings

| Risk Type | Specific Description |
|---|---|
| Policy Risk | US-China trade friction may affect the import cost of raw material acrylamide, thereby transmitting to MBA pricing |
| Supply-Demand Mismatch | The high concentration in the Hubei production region means that any environmental production restrictions or safety accidents could trigger regional supply tightness |
| Substitute Threat | Iteration of new crosslinking agent technologies may divert part of the traditional MBA demand |

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## VI. Operational Recommendations

- **Buyers**: The current Hubei ex-works price of 62,000 CNY/ton is at a high level. It is recommended to build positions in batches at lower prices and monitor adjustment signals from the SunSirs benchmark price;
- **Traders**: Regional price differences (Hubei vs. East China) provide arbitrage opportunities, but caution is needed regarding inventory backlog risks;
- **Producers**: Focus on the high-purity product line of 99% or above, as electronic-grade applications offer greater premium potential and represent a future profit growth point.