According to the monitoring data of business society, the commodity index of polyaluminium chloride on April 29 was 124.59, the same as yesterday, down 12.65% from the highest point 142.64 in the cycle (2021-11-01), and up 47.76% 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 polyaluminum chloride decreased slightly during the week from April 25 to 29, and the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride decreased from 2315 yuan / ton to 2305 yuan / ton, with a weekly decrease of 0.43%. At present, the manufacturer’s production is normal, the spot inventory is sufficient, the public health events affect the transportation and circulation of goods, the delivery is difficult, the cost increases, the transaction is not easy, and the relatively stable mainstream market in the early stage is being broken recently.

Industrial chain: in terms of upstream raw materials, according to the monitoring data of hydrochloric acid: business society, the domestic hydrochloric acid market price rose from 310 yuan / ton at the beginning of the week to 325 yuan / ton in the week from April 25 to 29, with a weekly increase of 4.48%. From the manufacturer’s quotation, the domestic hydrochloric acid market price was temporarily stable in that week; The upstream liquid chlorine market rose slightly, which strengthened the support for hydrochloric acid. The downstream market rose and fell with each other, and the willingness to purchase downstream products was good. The analysis showed that the short-term volatile rise of hydrochloric acid was mainly in the future.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, in the last week of April, the domestic LNG market fluctuated upward, 7036 yuan / ton at the beginning of the week and 7208 yuan / ton at the weekend, with a weekly increase of 2.44%. Near the end of the month, the stock pressure of the liquid plant is not strong, the price reduction and stock arrangement operation is not strong, and the price continues to rise moderately with cost support; Before the festival, the domestic LNG market still showed an upward trend. During the May Day holiday, the logistics is limited, and the domestic liquid price is expected to be mainly adjusted.

Future forecast: affected by the strict control of public health events, the problem of blocked market delivery and transportation will continue in the short term. Recently, the raw material cost fluctuated and increased. Due to the limited circulation in many places and the slowdown of downstream transactions, the quotation of some manufacturers decreased slightly. It is expected that the polyaluminum chloride market will fluctuate slightly in the near future.