According to the monitoring data of the business community, the commodity index of polyaluminum chloride on June 10 was 121.22, unchanged from yesterday, down 15.02% from the highest point of 142.64 in the cycle (2021-11-01), and up 43.76% from the lowest point of 84.32 on August 18, 2020. (Note: the period refers to the period from April 1, 2019 to now)
As shown in the figure, the monitoring data of the business agency showed that the domestic market of polyaluminum chloride was relatively stable in that week (June 6-10), and the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride was stable at about 2242.5 yuan / ton. The manufacturer’s production is normal, the spot inventory is sufficient, the demand is general, the transaction is not easy, and the recent mainstream market has not changed much.
Industrial chain: in terms of upstream raw materials, hydrochloric acid: according to the monitoring data of business agency, the price of domestic hydrochloric acid fell slightly in the current week (June 6-10), and the average price fell from 320 yuan / ton at the end of last week to 287.50 yuan / ton at the end of this week, a decrease of 10.16%. From the manufacturer’s quotation, the domestic hydrochloric acid market price fell slightly by about 50 yuan / ton this week; From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market fell sharply, weakening the support for hydrochloric acid; The downstream market fluctuates with each other, and the downstream products are generally enthusiastic about purchasing hydrochloric acid, which has a negative impact on the price of hydrochloric acid; Business analysts believe that hydrochloric acid has suffered a slight shock and decline recently.
Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the average price of domestic LNG on June 9 was 6326 yuan / ton, down 3.48% from the price of 6554 yuan / ton at the beginning of the month, and up 75.72% compared with the same period last year. Since June, the domestic LNG market price has declined by 3.48% in the cycle, and the market is weak. After the Dragon Boat Festival, with the recovery of logistics, there is a certain demand for replenishment in the downstream. The liquid price in some regions is tentatively raised. There is still a downward trend in many places. The market is mixed, and the overall situation is still weak. According to the business news agency, the domestic liquid market has been weak recently, the price of feed gas has been lowered, and the flexibility of liquid plant price adjustment has been increased. It is expected that it will continue to decline in the short term.
Future forecast: in the near future, the raw material cost will be reduced, the downstream demand is general, and the transaction is not easy. It is expected that the recent polyaluminum chloride market will be mainly stable, with a large possibility of slight weakening, and there is little room for change as a whole.
