4-Acetylamino-6-methyl-3-oxo-2,3,4,5-tetrahydro-1,2,4-triazine

# Market Intelligence on Recent Commercial Dynamics of Triazinamide (Mid-October to Mid-November 2026)

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## I. Price Overview

| Date | Source | Tax-inclusive Price (CNY/ton) | Specification | Delivery Location | Quote Type |
|---|---|---|---|---|---|
| 2026-10-21 | Suzhou Senfida Chemical Co., Ltd. | 67,000 | 99% | Suzhou, Jiangsu | Ex-works |
| 2026-10-23 | Suzhou Senfida Chemical Co., Ltd. | 67,000 | 99% | Suzhou, Jiangsu | Ex-works |
| 2026-10-27 | Suzhou Senfida Chemical Co., Ltd. | 67,000 | 99% | Suzhou, Jiangsu | Ex-works |
| 2026-10-29 | Suzhou Senfida Chemical Co., Ltd. | 67,000 | 99% | Suzhou, Jiangsu | Ex-works |
| 2026-11-02 | Suzhou Senfida Chemical Co., Ltd. | 67,000 | 99% | Suzhou, Jiangsu | Ex-works |

**Core Assessment:** Over the past month, the domestic ex-works price for 99% purity Triazinamide has remained fixed at 67,000 CNY/ton, exhibiting zero volatility and a typical \"horizontal consolidation at the bottom\" pattern.

Since November 4, SunSirs (Shengyishe) has continuously released commodity price updates for Triazinamide (on Nov 4, 5, 6, 9, 10, and 11), but has not disclosed specific benchmark price values. It only noted that its benchmark price model is generated based on price big data and the SunSirs pricing model, covering Adjustment Coefficient K (accounting period costs) and Premium/Discount C (logistics, brand, and regional price differentials). This signal itself indicates sluggish market trading and extremely narrow price fluctuations, with model outputs trending toward stability.

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## II. Supply and Demand Fundamentals Analysis

**2.1 Supply Side: Stable Production Capacity, Impeded Cost Transmission**

- **Global Production Baseline:** Global Triazinamide production in 2024 was approximately 8,000 tons, with an average selling price of USD 7,950/ton (approximately 57,000 CNY/ton). The current domestic quote for 99% purity is 67,000 CNY/ton, representing a premium of approximately 17.5% over the international average, reflecting the quality premium of high-purity domestic products and tight regional supply.
- **Raw Materials:** The upstream supply chain for Triazinamide relies on maleic anhydride, chloroacetone, and toluene. Recent raw chemical material prices have not experienced drastic fluctuations, resulting in limited upward pressure on finished product prices from the cost side.
- **Production Process:** The industry has introduced online infrared spectroscopy monitoring technology for real-time feedback control of the reaction process. The average production cost of Triazine-based products in China in 2025 decreased by 18.4% compared to 2020, continuously consolidating cost advantages, although the pace of capacity release has become more rational.

**2.2 Demand Side: Significant Differentiation Across Three Major Downstream Sectors**

| Application Field | Demand Characteristics | Trend Assessment |
|---|---|---|
| **Chemical** | Stable basic usage, constrained by macroeconomic conditions | Stable |
| **Pesticide** | Seasonal demand fluctuations, incremental growth driven by new formulation development | Moderate Growth |
| **Pharmaceutical** | Rigid demand for high purity (≥99%), highest value-added | Structurally Positive |

The global Triazinamide market is projected to reach sales of 621 million CNY by 2031, with a Compound Annual Growth Rate (CAGR) of 5.4% (2025–2031). Growth engines are primarily driven by the pharmaceutical and high-end chemical sectors.

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## III. Competitive Landscape and Market Structure

- **Rising Industry Concentration:** The CR5 of leading enterprises has reached 61.8%, forming an oligopolistic structure. Vertical integration of upstream raw materials and horizontal coordination of park resources have become mainstream competitive strategies.
- **Accelerated Domestic Substitution:** The Chinese market's share of the global market continues to increase, with high-end customized product development becoming the core path for differentiated breakthroughs.
- **Substitution Threats:** New materials such as bio-based curing agents and inorganic nano-flame retardants pose technical substitution pressure on Triazinamide in certain application scenarios. However, in high-end heat-resistant and electronic packaging fields, the irreplaceability of the triazine ring structure remains robust.

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## IV. Market Outlook

| Dimension | Assessment | Basis |
|---|---|---|
| **Short-term (1–3 months)** | Prices likely to remain in a narrow range around 67,000 CNY/ton | Zero price volatility in the past month, sluggish trading, no sudden supply-demand events |
| **Medium-term (3–6 months)** | Potential for 5%–8% price increase | Winter environmental production restrictions combined with pharmaceutical peak season stocking, leading to tighter supply of high-purity products |
| **Long-term (2027–2031)** | CAGR of 5.4%, expanding premium for high-end products | Global market expansion + contribution rate of new energy/electronics demand rising to 48% |

**Risk Warnings:** Drastic fluctuations in raw material prices, trade barriers triggered by geopolitical factors, and technological breakthroughs in alternative materials are the three core uncertain variables. Enterprises should establish big data-based dynamic procurement risk control mechanisms and accelerate the transition to green and low-carbon processes to cope with increasingly stringent environmental regulations.