Commodity index: on August 29, the commodity index of polyaluminium chloride was 95.20, unchanged from yesterday, down 12.67% from the highest point 109.01 in the cycle (2019-08-28), and up 12.90% from the lowest point 84.32 on August 18, 2020（ Note: period refers to 2019-04-01 to now)
According to the monitoring of business society, the mainstream market of polyaluminium chloride in China showed a steady upward trend in the fourth week of August 2021. On the 23rd, the domestic mainstream price of solid (industrial grade, content ≥ 28%) polyaluminum chloride was 1741.11 yuan / ton, and on the 29th, the mainstream price was stable at 1761.11 yuan / ton, an increase of 1.15%.
Industrial chain: in terms of upstream raw materials, hydrochloric acid: as can be seen from the above figure, the comprehensive price of hydrochloric acid in Shandong this week was temporarily stable, with a quotation of 280.00 yuan / ton, a year-on-year decrease of 7.44% compared with the same period last year. On the whole, the recent market of upstream liquid chlorine is general, the cost support is general, the market of downstream ammonium chloride is high, and the downstream purchase intention is not strong. Business analysts believe that hydrochloric acid is mainly subject to a slight shock in the near future.
LNG is used in the production process. Last week, the domestic LNG market fluctuated and rose. On August 23, the mainstream quotation was 5593.33 yuan / ton to 5703.33 yuan / ton. According to the analysis of business society, at present, the cost is supported, the price is not easy to fall sharply, mainly fluctuates in a narrow range, and the LNG market continues to operate at a high level.
Downstream demand: due to the impact of Rainstorm in the early stage, the logistics transportation is limited, and the downstream demand is blocked. According to the introduction of enterprises in the main production area, the impact is gradually decreasing in the later stage. Except that the price of some raw materials is high due to the tension of shutdown, the road continues to recover. It is reported that at the end of the third week, Gongyi suffered another rainstorm disaster, but the local response to the rainstorm disaster was strengthened. Some areas were shut down for a few days, the degree of disaster was greatly reduced, and the production of local enterprises was not greatly affected. In Shandong and other parts of China, the weather this week has little impact on water treatment enterprises. It is reported that the current demand has not changed significantly, and the purchase price has not changed much.
Future forecast: according to the analysis of business society, in the future, the current market of water treatment industry is greatly affected by the price of raw materials, especially hydrochloric acid and bauxite in some main production areas. When the local high price of raw materials and slightly better downstream demand support polyaluminium chloride well, polyaluminium chloride will continue to rise steadily, otherwise, it will be mainly stable.
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