Methacrylatoethyl Trimethyl Ammonium Chloride

# Market Dynamics Intelligence and Analysis for Methacryloyloxyethyltrimethylammonium Chloride (CAS: 5039-78-1)

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## I. Price Trend Monitoring (Mid-October to Mid-November 2026)

| Time Node | Price (CNY/ton) | Change | Data Source |
|---|---|---|---|
| Oct 16 | 19,200 | +100 | Gaid Chemical Net Market Average Price |
| Oct 21–27 | 19,000 (Shandong Yaoming Chemical, 78±1% content) | Flat | SunSirs Quotation Channel |
| Nov 5 | 19,100 | +100 | Gaid Chemical Net Market Average Price |
| Nov 10 | 19,100 | 0 | Gaid Chemical Net Market Average Price |

**Price Assessment:** Over the past month, prices for this product have oscillated within a narrow range of 19,000–19,200 CNY/ton, exhibiting a pattern of \"initial suppression followed by stabilization.\" In late October, Shandong Yaoming Chemical consistently quoted 19,000 CNY/ton for several consecutive days, indicating ample supply of industrial-grade (78% content) goods and limited room for buyer negotiation. Conversely, the rise in the market average price to 19,100 CNY/ton in early November reflects continued demand-side support for high-purity (≥98%) products.

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## II. Supply Landscape Scan

### 2.1 Supplier Map
As of November 10, the number of registered domestic suppliers has reached **241**, with **151** international suppliers, resulting in highly dispersed production capacity. Regional concentration is significant:

- **Hubei**: 91 suppliers (approx. 37.8%, the absolute main production area)
- **Shanghai**: 49 suppliers
- **Shandong**: 28 suppliers
- **Jiangsu**: 19 suppliers
- **Guangdong** and **Henan**: 8 suppliers each, with sporadic distribution in other provinces

### 2.2 Purity Structure
| Purity Range | Number of Suppliers | Percentage |
|---|---|---|
| 99% | 2 | 0.8% |

**Assessment:** Suppliers of low-purity (<80%) products account for half of the market, indicating that the industrial production threshold for this variety is not high. However, high-purity products are relatively scarce in supply and possess pricing premium capabilities. Established enterprises such as Shandong Tiandao Bioengineering and Hubei Xinmingtai Chemical remain active, while Shandong Yaoming Chemical demonstrates its voice in the industrial-grade market through stable quotations.

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## III. Demand-Side Drivers

### 3.1 Core Application Areas
- **Flocculants** (wastewater treatment, sludge dewatering) – The largest demand driver
- **Anti-static coatings/fiber auxiliaries** – Rigid demand in the textile and plastics industries
- **Paper additives, oilfield chemicals, dispersants, and colorants** – Niche incremental markets

### 3.2 Macro Drivers
- Global water scarcity and tightening water pollution regulations continue to drive up demand for water treatment chemicals.
- The global market size was approximately **USD 187 million** in 2024, projected to reach **USD 260 million** by 2031, with a Compound Annual Growth Rate (CAGR) of **4.9%**, indicating the industry is in a steady expansion channel.
- Against the backdrop of US-China trade friction, the expansion path of tariff lists has a profound impact on cross-border industrial layout, reinforcing the logic of domestic substitution.

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## IV. Competitive Landscape

Key global manufacturers include **Shandong Wandofu New Materials, Qingdao Zhongke Huatai Chemical, Spark Group, Hefei Tianjian Chemical, and Hangzhou Kaile Environmental Protection Technology**. The domestic market is dominated by small and medium-sized enterprises, with no oligopoly structure formed yet, leading to fierce price competition. SunSirs continues to publish benchmark prices and quotation dynamics (updated on Nov 3, 4, 6, and 10), indicating that this product has been incorporated into mainstream chemical price monitoring systems, and market transparency is gradually improving.

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## V. Analytical Judgments and Forecasts

| Dimension | Judgment |
|---|---|
| **Short-term (1–3 months)** | Prices are likely to remain in a range of 19,000–19,300 CNY/ton. Seasonal decline in winter water treatment demand is expected, but high-purity products still have upside potential due to tight supply; ample supply of industrial-grade goods limits downward pressure. |
| **Medium-term (3–6 months)** | If global water treatment policies are strengthened, anti-static demand in the textile sector recovers, and raw material costs (dimethylaminoethyl methacrylate, methyl chloride) fluctuate, prices are expected to break through the 19,500 CNY/ton threshold. |
| **Long-term (1–3 years)** | The industry's expected CAGR of 4.9% provides fundamental support, but the risk of overcapacity cannot be ignored – fierce competition among 241 domestic suppliers will continue to squeeze profit margins, making industry consolidation inevitable. |
| **Risk Warnings** | ① Drastic fluctuations in upstream raw material prices; ② Tightening environmental regulations leading to the elimination of some small and medium-sized production capacities; ③ Escalating US-China trade friction affecting export-oriented enterprises. |

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## VI. Strategic Recommendations

1. **Buyers**: Current prices are in the lower range of the recent month. It is advisable to lock in long-term contracts for industrial-grade products at low prices; for high-purity products, advance stocking is recommended to guard against supply tightness.
2. **Producers**: Should accelerate upgrading to high-purity (≥98%) product lines to avoid red-ocean competition in low-purity segments; pay attention to opportunities for capacity integration in Hubei and Shandong production areas.
3. **Traders**: Closely monitor weekly changes in SunSirs benchmark prices, utilize the 19,000–19,200 CNY/ton price band for swing trading, and keep inventory cycles within 30 days.