According to the monitoring data of the business community, the commodity index of polyaluminum chloride on June 30 was 120.54, unchanged from yesterday, down 15.49% from the highest point of 142.64 in the cycle (2021-11-01), and up 42.96% 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 community showed that the domestic market of polyaluminum chloride was stable in June, supplemented by a small reduction in the middle of the month. The mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride was 2242.5 yuan / ton at the beginning of the month, and was reduced to about 2230 yuan / ton on the 16th. The quotation remained stable until the end of the month, with a monthly decrease of 0.56%. This month, the manufacturer’s production is normal, the spot inventory is sufficient, the demand is general, and the transaction is not easy.

Industrial chain: in terms of upstream raw materials, hydrochloric acid: the monitoring data of business agency showed that the domestic hydrochloric acid market price fell slightly in June, from 320.00 yuan / ton at the beginning of the month to 282.50 yuan / ton at the end of the month, a decrease of 11.72%, an increase of 22.83% over the same period last year. Judging from the manufacturer’s quotation, the domestic hydrochloric acid market has ups and downs, and the downstream demand is general; From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market fell slightly, giving insufficient support to hydrochloric acid; The downstream market fell slightly, and the downstream products were generally enthusiastic about purchasing hydrochloric acid, which had a negative impact on the price of hydrochloric acid. It is predicted that the hydrochloric acid Market in the first ten days of July may fluctuate slightly.

Liquefied natural gas is used in the production process. According to the data monitoring of the business agency, the LNG market was in the off-season in June, and the demand support was weak. The domestic LNG price continued to decline, falling by 10.56% in the month, and the focus shifted downward. Among them, the decline of LNG in the first half of the month was 3.05%, and that in the second half of the month was 7.86%. Many liquid factories reduced prices and arranged warehouses, and liquid prices fell centrally. Near the end of the month, liquid prices in some regions rebounded slightly. It is expected that the domestic LNG price will be consolidated in the short term.

Future forecast: in the near future, the raw material cost remains weak, the downstream demand continues to be light, and the transaction is general. It is expected that the polyaluminum chloride Market in July will not change significantly, or will remain flat, with small fluctuations.