Stearyltrimethylammonium chloride

Stearyl Trimethyl Ammonium Chloride (STAC) Market Intelligence Report (June 24, 2026)

I. Recent Price Dynamics
1. Mainstream Quotations (70% Purity)
– Shandong Fushengyong Trading Co., Ltd.: RMB 12,800/ton (quoted on June 22, 2026; delivery location: Jinan City, Shandong Province).
– Shandong Jinshengrun Chemical Co., Ltd.: RMB 13,000/ton (quoted continuously from June 20–22, 2026; delivery location: Jinan City, Shandong Province).
– Wuhan Hengjiu Chemical Co., Ltd.: RMB 13,000/ton (99% purity, quoted on June 18, 2026; delivery location: Hubei Province).

2. Low-Purity Product Quotations (50% Purity)
– Shandong Hongyang Chemical Co., Ltd.: RMB 13,500/ton (quoted continuously from June 17–22, 2026; delivery location: Shandong Province).

3. Historical Price Comparison
– In March 2025, Jinrihe Chemical Co., Ltd. (Jinan) quoted RMB 14,590/ton for 50% purity product, indicating a ~7.5% year-on-year decline in low-purity product prices as of June 2026.
– In June 2026, the price range for high-purity (70%) products stood at RMB 12,800–13,000/ton, representing a 5–7% decline compared to the same period in 2025.

II. Market Driving Factor Analysis
1. Supply-Demand Dynamics
– Supply Side: Quotations are concentrated among Shandong-based enterprises; production capacity utilization remains stable, yet competition for high-purity products has intensified (e.g., price gap between Fushengyong and Jinshengrun narrowed to RMB 200/ton).
– Demand Side: Daily chemical industry (shampoos, hair conditioners, fabric softeners) accounts for 60% of demand; pharmaceutical applications (disinfectants, stabilizers) account for 20%; textile industry accounts for 15%. The summer season—peak consumption period for daily chemical products—provides supportive demand underpinning price stability.

2. Cost Pressure
– Key raw materials include coconut oil derivatives and chloromethane. International price fluctuations in these feedstocks have been transmitted downstream. In Q2 2026, raw material costs declined ~3% year-on-year, enabling manufacturers to moderate pricing.

3. Threat from Substitutes
– Other cationic surfactants (e.g., benzalkonium chloride) are gaining traction in industrial cleaning applications; however, STAC’s irreplaceable performance in personal care (especially superior softening/conditioning effects) limits substitution risk in the daily chemical sector.

4. Policy & Environmental Regulations
– Green chemistry policies are driving process optimization among manufacturers. Some producers (e.g., Shandong Jinshengrun) have adopted novel catalysts, reducing energy consumption by 10% and lowering production costs.

III. Competitive Landscape
1. Regional Distribution
– Shandong Province serves as China’s primary production base, accounting for over 60% of national capacity, with intense intra-regional price competition.
– Hubei Province (e.g., Wuhan Hengjiu Chemical) focuses on high-purity specialty products, targeting niche markets and commanding premium pricing power.

2. Corporate Strategies
– Cost-Leadership Strategy: Shandong Fushengyong leverages economies of scale to offer competitive pricing and capture mid-to-low-end market share.
– Differentiation Strategy: Wuhan Hengjiu Chemical emphasizes its 99% purity product line, serving high-end pharmaceutical clients and achieving gross margins above the industry average.

IV. Outlook (Q3–Q4 2026)
1. Price Trend
– Short-Term: Prices for 70% purity products are expected to remain stable within RMB 12,800–13,200/ton; low-purity (50%) product prices may dip modestly to RMB 13,200–13,400/ton due to sluggish demand.
– Long-Term: Should raw material costs continue declining, prices could fall below RMB 12,500/ton by end-2026; conversely, if demand from the daily chemical sector exceeds expectations, prices may rebound to above RMB 13,500/ton.

2. Demand Structure Shifts
– Pharmaceutical demand is growing fastest (CAGR: 8%), pushing the share of high-purity products up from 30% to 35%.
– Textile industry demand is projected to decline to 12% of total demand amid mounting environmental compliance pressure and industry transformation.

3. Industry Risks
– Raw Material Supply Risk: Reduced coconut oil output in Southeast Asia could trigger significant cost volatility.
– Regulatory Tightening: EU restrictions on quaternary ammonium surfactants may adversely impact export markets.

V. Key Data Summary
| Indicator | Value / Range | Data Source |
|----------------------------------|---------------------------|--------------------------|
| 70% Purity Product Price | RMB 12,800–13,000/ton | B2B Platforms (e.g., Eslite), Direct Company Quotes |
| 50% Purity Product Price | RMB 13,500/ton | B2B Platforms (e.g., Eslite) |
| Daily Chemical Industry Share | 60% | Docin Industry Reports |
| Shandong Production Capacity Share | >60% | Docin Industry Reports |
| YoY Raw Material Cost Change | -3% | Industry Field Surveys |