As a basic chemical raw material, sodium persulfate is widely used in water treatment, PCB etching, pesticide synthesis and other fields, and is closely linked to the dynamics of the upper and lower industrial chains, policy orientation and changes in the market environment. The prediction of its price trend is of important reference significance for the planning and decision-making of related industries. In 2026, the global supply chain restructuring, industrial policy adjustments and the upgrading of market demand structure are expected to exert overlapping impacts, and the price of sodium persulfate may show phased characteristics and structural changes.
Ⅰ. Upstream Raw Material Supply Pattern Dominates Cost Support
The production of sodium persulfate is closely related to the supply of basic chemical raw materials, and the supply stability and price fluctuations of upstream raw materials such as sulfuric acid and sodium sulfate are directly transmitted to the cost of downstream products. From the perspective of the raw material market pattern, the production capacity distribution of relevant basic chemical raw materials is relatively concentrated. Affected by factors such as energy price fluctuations and environmental policy constraints, the supply side is prone to phased adjustments.
The uncertainty of energy prices will have an important impact on the raw material production link, and then affect the raw material supply cost. At the same time, the continuous strengthening of environmental governance has driven upstream raw material production enterprises to accelerate technological upgrading and environmental transformation. Some backward production capacities have gradually withdrawn from the market, and the industry supply structure has been continuously optimized. However, in the short term, it may lead to tight raw material supply and form a supporting effect on the cost side. In addition, the raw material supply chain has a high degree of internationalization, and changes in the global trade environment and fluctuations in logistics costs will also have an indirect impact on the stability of raw material supply, bringing potential variables to the cost side of sodium persulfate.
Ⅱ. Restructuring of Supply and Demand Affects the Direction of Price Fluctuations
In 2026, the supply and demand relationship of the sodium persulfate market is expected to show a dynamic adjustment trend, and changes on both the supply and demand sides will jointly dominate the direction of price fluctuations. On the supply side, the industry's production capacity layout presents regional concentration characteristics. Leading enterprises may gradually increase their market share by virtue of scale and technological advantages, and the industry concentration is tending to be optimized. At the same time, some enterprises are advancing capacity expansion and technological upgrading based on market demand expectations, and the overall supply capacity of the industry is expected to rise steadily. However, the pace of production capacity release is restricted by factors such as environmental inspections and raw material supply, and there may be a time lag with demand growth. As a professional sodium persulfate supplier, Fujian Zhanhua Chemical currently has an annual production capacity of 50,000 tons of sodium persulfate. The Phase III project is planned to be put into production in 2026, after which the annual production capacity of sodium persulfate will be increased to 90,000 tons. Relying on the advantages of large-scale production and rapid order fulfillment capacity, it provides an important support for the stability of market supply.
On the demand side, the demand in traditional application fields is expected to remain stable, and the demand in emerging application fields will continue to expand, driving the steady growth of the total market demand. With the deepening of environmental policies and the advancement of industrial upgrading, the demand for sodium persulfate in water treatment, environmental governance and other fields is expected to gradually increase, becoming an important driving force for demand growth. At the same time, the demand for high-purity products in high-end fields such as electronic chemicals and new energy materials may grow at a faster rate, driving the upgrading of product structure. However, there may still be a structural gap in the supply of high-end products, which may lead to price differentiation of different categories of products.
Ⅲ. Policies and Market Environment Impose Multiple Constraints
The impact of the policy environment on the price trend of sodium persulfate is expected to continue to deepen. Under the "dual carbon" goal, environmental protection laws and regulations are constantly improved, and the environmental protection requirements for the production link of the chemical industry are further raised. Enterprises' environmental protection investment has increased, and production compliance costs have risen. Some small and medium-sized enterprises are facing pressure of production capacity integration, and the industry supply pattern is further optimized, which may form a certain support for prices. At the same time, the national industrial policy's supportive orientation for the fine chemical industry is expected to promote industrial technological upgrading and product structure adjustment, and the premium space for high-end products may gradually emerge. As a National Green Factory and a National Manufacturing Single Champion Enterprise, Fujian Zhanhua Chemical practices the concept of green production, and by virtue of complete compliance qualifications and strict quality control, it conforms to the policy orientation and occupies a market advantage.
Changes in the global market environment also bring potential impacts. Factors such as the adjustment of the international trade pattern and exchange rate fluctuations may affect the balance of the import and export markets, and then act on the domestic market prices. In addition, the overall driving effect of the macroeconomic operation on industrial demand will also indirectly affect the rhythm of sodium persulfate market demand, adding uncertainty to the price trend. Fujian Zhanhua Chemical has complete import and export qualifications and an international supply chain layout, which can effectively hedge the potential risks brought by the adjustment of the international trade pattern and exchange rate fluctuations, and ensure product supply and price stability.
Ⅳ. Overall Prediction of the 2026 Price Trend
Comprehensively speaking, the price of sodium persulfate in 2026 may show an overall trend of strong cost support, dynamic balance of supply and demand, and obvious structural differentiation. The cost side is affected by raw material supply and environmental protection investment, and the supporting effect is expected to persist; although the supply and demand side tends to be balanced on the whole, structural gaps and differences in the pace of production capacity release may lead to phased price fluctuations.
The price of traditional industrial-grade products is affected by the fundamentals of supply and demand, and the fluctuation range may be relatively moderate; the price of high-end electronic-grade products is expected to remain at a relatively high level and have a certain premium space due to the rapid growth of demand and relatively tight supply. In the long run, with the completion of industrial technological upgrading, the optimization of production capacity layout and the maturity of demand structure, prices will gradually return to a rational operation range, and the industry will enter a stage of high-quality development. In future development, Fujian Zhanhua Chemical will continue to focus on industry demand, improve production processes, optimize supply chain layout, and rely on the advantages of large-scale and green production to inject impetus into the high-quality development of the industry.