Latest news on dicyandiamide

I. Price Flash (as of May 22)

Industrial grade 99.5% mainstream price: 11,000–11,500 yuan/ton, Shandong 11,000, Jiangsu 11,500, Ningxia 12,000 yuan/ton.

Low-price area: Hubei 8,500 yuan/ton (by-product/low purity).

High-end: Electronic grade ≈ 2.5 times industrial grade, accounting for 28% of the consumption structure.

II. Corporate Dynamics (Latest in May)

Suzhouotai Electronics (5/14): Modified dicyandiamide curing agent patent (CN122010787A), improving the toughness of cured products, used for electronic packaging.

Ningxia Taikang Pharmaceutical (April): A new project worth 240 million yuan started construction, with an annual production of 2,000 tons of high-end pharmaceutical intermediates, to be put into production in November.

III. Policy and Industry (May)

Carbon market inclusion (5/0): The calcium carbide-cyanamide chain entered the national carbon market, with Q1 carbon quota at 98 yuan/ton of CO₂, putting pressure on the gross profit per ton of enterprises by 18%.

Outdated capacity elimination: A net reduction of 180,000 tons in 2025–2060, capacity utilization rate increased to 85%, and the price center shifted upwards.

Domestic breakthrough: 5 domestic electronic grade enterprises passed SEMIG2 certification and entered the supply chain; the market share of Japan and Europe dropped to 8.7%.

IV. Market and Export

Demand structure: Electronics/new energy/pharmaceuticals become the main force, with high-end accounting for 28%.

Export divergence: Decreased by 18.3% to the EU; increased by 2.5%/15.8% to Southeast Asia/South America.

V. Technical Hotspots

High-purity process: Membrane separation/continuous crystallization improves purity to 99.8%, adapting to semiconductor-grade demand.

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