According to the monitoring data, the commodity index of polyaluminium chloride on April 17 was 126.96, the same as yesterday, down 10.99% from the highest point 142.64 in the cycle (2021-11-01), and up 50.57% from the lowest point 84.32 on August 18, 2020. (Note: the period refers to the period from April 1, 2019 to now)

As shown in the figure, according to the monitoring data of business society, the domestic market of polyaluminium chloride increased slightly in the week (11-17), and the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride increased from 2330 yuan / ton to 2348.75 yuan / ton, which continued to be stable, with a slight weekly increase of 0.8%. At present, the manufacturer’s production is relatively normal, the spot inventory is relatively sufficient, public health events affect the transportation and circulation of goods, delivery is difficult, and the cost increases.

Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: business society showed that the domestic hydrochloric acid market fell slightly in the week (11-17), and the quotation fell from 345.00 yuan / ton at the beginning of the week to 310.00 yuan / ton at the end of the week, a decrease of 10.14% and a year-on-year increase of 34.78%. From the manufacturer’s quotation, the domestic hydrochloric acid market price is temporarily stable this week; The recent market of upstream liquid chlorine has increased slightly, the cost support has been strengthened, the market of downstream ammonium chloride has increased slightly, and the purchase intention is good. The analysis shows that hydrochloric acid has mainly increased slightly in the near future.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the domestic LNG market has been falling continuously since April. The price first fell and then rebounded slightly this week. The overall price fell by about 2.63% from November to 17. At present, the logistics has gradually recovered, the shipment of liquid plants has turned positive, and the price has rebounded and rebounded. At the same time, some liquid plants in some regions have maintenance plans, there is support on the supply side, and the domestic liquid market is relatively strong. It is expected that the domestic LNG market may continue to rise slightly in the short term.

Future forecast: the current public health events have a significant impact, the circulation of goods is blocked and the transportation cost is increased. The demand has been reduced to some extent due to the impact, and some manufacturers are under great pressure to ship; Polyaluminium chloride market will be stable for the time being, supplemented by small adjustment.