Cocamide DEA

Recent Market Dynamics Intelligence

1. Price Trends
- The market price of coconut oil diethanolamide in China has recently shown a slight upward fluctuation. Mainstream regional quotes range between RMB 12,000 and RMB 13,000 per metric ton, representing an increase of approximately 3% to 5% compared to the beginning of the month.
- In the international market, Southeast Asia, as a primary production region, has also seen price increases, with export prices rising to USD 1,500 to USD 1,600 per metric ton, reflecting an increase of about 4%.

2. Supply Situation
- Coconut oil supply is affected by seasonal factors. Recent declines in coconut harvest volumes in Southeast Asia have led to reduced coconut oil production and higher prices, thereby increasing the production costs of coconut oil diethanolamide. As a result, the operating rates of some production enterprises have slightly decreased.
- In China, production has been somewhat restricted due to environmental inspections, leading to a reduction in overall market supply. However, some large enterprises have maintained relatively stable output by optimizing their production processes.

3. Demand Situation
- Demand from the downstream daily chemical industry is steadily growing, particularly for personal care products such as shampoos and body washes, which continuously require coconut oil diethanolamide. With upgrading consumption trends, consumers are increasingly demanding higher product quality, making high-quality coconut oil diethanolamide more favored.
- Demand in the industrial cleaning sector has also risen. Some new cleaning agent formulations have increased the usage of coconut oil diethanolamide to enhance cleaning efficacy and environmental performance.

4. Import and Export Situation
- On the import side, rising international prices have increased import costs, leading to a decrease in import volumes. However, importers with long-term cooperation agreements have maintained a certain level of imports to meet domestic high-end market demands.
- On the export side, China's coconut oil diethanolamide has expanded its market share in Southeast Asia and South Asia due to its price and quality advantages, with export volumes showing a growth trend.

Analysis and Judgment

1. Cost Push: The rise in raw material coconut oil prices and increased production costs due to environmental inspections are the main factors driving the recent price increase in coconut oil diethanolamide. To maintain profit margins, production enterprises have been forced to raise product prices.

2. Supply and Demand Dynamics: The supply side has tightened due to raw material and environmental factors, while demand continues to grow steadily, particularly in the daily chemical and industrial cleaning sectors. This tightening of the supply-demand relationship further supports price increases.

3. Market Competition: Domestic market competition is intense. Large enterprises leverage their scale advantages and stable product quality to secure a certain market share, while small and medium-sized enterprises participate through flexible pricing strategies and differentiated products. In the international market, competition is fierce between Chinese products and those from regions such as Southeast Asia, but Chinese products hold a certain advantage in cost-performance.

Forecast

1. Price Trends: In the short term, influenced by costs and supply-demand dynamics, coconut oil diethanolamide prices are expected to remain at high levels with the possibility of slight further increases. However, as raw material supply gradually recovers and the impact of environmental inspections weakens, the rate of price increase is expected to slow down. In the medium to long term, if downstream demand maintains steady growth, prices are likely to remain at relatively high levels; if demand fluctuates, prices may see some pullback.

2. Supply Situation: As the coconut harvest season approaches, raw material coconut oil supply is expected to gradually increase, leading to a recovery in production enterprise operating rates and a gradual increase in market supply. Meanwhile, enterprises will increase investment in technological innovation and environmental protection to improve production efficiency and product quality to meet market demands.

3. Demand Situation: Demand for coconut oil diethanolamide from the downstream daily chemical and industrial cleaning sectors is expected to continue growing, especially in the context of increasing demand for green and environmentally friendly products. High-quality, eco-friendly coconut oil diethanolamide will become more popular.

4. Import and Export Situation: On the import side, as international prices stabilize and import costs decrease, import volumes may gradually recover. On the export side, the competitiveness of Chinese products in the international market is expected to further improve, with export volumes likely to continue growing.