Monitoring found that the main production area of Henan Province ended the production stop in the fourth quarter of 2020. In the first half of this month, the manufacturers resumed production, and the production increased. However, under the requirements of environmental protection, some manufacturers stopped production again in the second half of this month, and the production of polyaluminum chloride increased to a certain extent. As shown in the figure above, the market of domestic polyaluminum chloride with solid content ≥ 28% showed a fluctuating downward trend. The lowest price of this month was 1742.86 yuan / ton in the last week at the end of January, and the highest price was about 1811.43 yuan / ton at the beginning of January, with a decline of 4.91%.

Industry situation: as shown in the figure, first of all, in terms of upstream raw materials, the monitoring data of the business community showed that the price of hydrochloric acid in North China was fluctuating downward this month, with a slight correction at the end of the month. The price of hydrochloric acid was about 287 yuan / ton at the beginning of the month and 195 yuan / ton at the end of the month. The price of liquid chlorine in the upstream was general, with poor cost support. The maintenance of downstream enterprises of hydrochloric acid increased, the demand decreased, the inventory of hydrochloric acid supply enterprises was large, and downstream purchasing was active The market supply exceeds the demand. Secondly, for the natural gas used in the production process of polyaluminum chloride, the demand of urban gas has picked up, the inventory of the liquid plant is controllable, the pressure of delivery is not big, and the price is actively supported. In the short term, the liquid price is still expected to rise. However, as the end of the year is approaching, the downstream users will stop work one after another for holidays, the purchasing enthusiasm will decline, and the demand side will continue to weaken. In addition, the recent supply side is relatively stable, and the liquid price will continue to rise in the future Insufficient, there are downside risks. The prices of the above three commodities have little influence on the water treatment enterprises.

Downstream demand: at present, it is approaching the Spring Festival holiday. It is said that many downstream manufacturers have a holiday or are approaching a holiday, and the demand has become light.

Industry: in 2020, the water treatment industry will end with the best market of the year. However, in the first month of 2021, with the resumption of production, the output increased to a certain extent, and the overall market went down, lower than the price in the same period of 2020.

Future forecast: according to the analysis of the business community, at the end of January 2021, the water treatment manufacturers and downstream demand enterprises have gradually started the Spring Festival holiday mode, the demand is weakening, and the turnover is decreasing. Under the special situation, some water treatment enterprises promise to have normal production during the new year, hoarding inventory for downstream procurement after the Spring Festival, and the future price is mainly stable.