The monitoring data shows that the polyaluminum chloride commodity index on August 7 was 115.07, which was the same as yesterday, down 19.33% from the highest point 142.64 (2021-11-01) in the cycle and up 36.47% from the lowest point 84.32 on August 18, 2020. (Note: cycle refers to 2019-04-01 till now)
In that week (August 1-7), the domestic market of polyaluminum chloride was slightly reduced by 0.58%, and the mainstream price of solid (industrial grade, content ≥ 28%) polyaluminum chloride was 2141.25 yuan / ton at the beginning of the week, and 2128.75 yuan / ton at the end of the week. Domestic manufacturers have normal production, sufficient stock, insufficient cost support, weak demand, and a negative market attitude. Some manufacturers have reduced their quotations slightly.
Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: Business Agency shows that the average price of domestic hydrochloric acid market dropped from 196.67 yuan / ton to 166.67 yuan / ton in that week (August 1-7), a decrease of 15.25%. Compared with the same period last year, it decreased by 40.48%. According to the manufacturer's quotation, the domestic market price of hydrochloric acid will be lowered in this week. From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the market of liquid chlorine in the upstream is low, the cost support is general, the market in the downstream is empty, and the purchasing enthusiasm is weakened. The analysis shows that hydrochloric acid is mainly subject to small fluctuations and falls in the near future.
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 on August 1 was 6520 yuan / ton, and the average price of domestic liquefied natural gas on August 5 was 6456 yuan / ton. During the week, the price of domestic liquefied natural gas fell by 0.98%. The market trend of liquefied natural gas was concentrated in decline, and the decline on Friday was postponed, and some regions showed rebound. At present, the cost side is strongly supported, and the demand side is waiting to be released. It is expected that the LNG price will fluctuate slightly in the short term, mainly for consolidation and operation.
Future forecast: in the near future, the support force of raw material cost will continue to weaken, market confidence will be empty, downstream demand will be light, and the transaction will be general. It is expected that the future polyaluminum chloride market will be stable and weak.