According to the monitoring data of business agency, the commodity index of polyaluminum chloride on July 22 was 116.42, down 1.35 points from yesterday, down 18.38% from the highest point of 142.64 points in the cycle (2021-11-01), and up 38.07% from the lowest point of 84.32 points on August 18, 2020. (Note: cycle refers to 2019-04-01 to now)
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As shown in the figure, the monitoring data of the business agency showed that this week (July 18-22), the domestic market of polyaluminum chloride was volatile and reduced by 2.55%, and the mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride at the beginning of the week was 2210 yuan / ton, and the main quotation at the weekend was 2153.75 yuan / ton. Domestic manufacturers have normal production, sufficient spot inventory, insufficient cost support, weak demand, empty market mentality, and some manufacturers reduce prices to promote transactions.
Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: business agency showed that this week (July 18-23), the average market price of domestic hydrochloric acid fell from 226.67 yuan / ton to 196.67 yuan / ton, a decrease of 13.24%. Compared with the same period last year, it fell by 14.49% year-on-year. Judging from the manufacturer’s quotation, the domestic hydrochloric acid market price is temporarily stable this week. From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market has recently fallen slightly, the cost support is general, the downstream market is short, and the enthusiasm for procurement has weakened. The analysis shows that hydrochloric acid has recently fallen slightly.
Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the average price of domestic liquefied natural gas was 5802 yuan / ton on July 18 and 6110 yuan / ton on July 22. This week, the bidding price of feed gas was raised, which gave favorable support to liquefied natural gas. The continuous rise of foreign gas has also driven the continuous rise of domestic liquefied natural gas. The willingness to replenish natural gas has increased under the mentality of buying up rather than buying down in the downstream. According to the analysis, the recent LNG market trend is concentrated higher, and the market is running better. In the case of good demand release, low-cost liquid plants may continue to raise prices, and it is expected that the price of liquefied natural gas will continue to dominate in the short term.
Future forecast: in the near future, the supporting force of raw material costs is weak, market confidence is insufficient, downstream demand continues to be light, and transactions are general. It is expected that the future polyaluminum chloride market will be stable and weak.
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