According to the data monitoring of the business community, the polyaluminum chloride commodity index on October 17 was 108.72, down 0.33 points from yesterday, down 23.78% from the cycle’s highest point of 142.64 (2021-11-01), and up 28.94% from the lowest point of 84.32 on August 18, 2020. (Note: Period refers to April 1, 2019 to now)

Spot goods: according to the monitoring data of the business community, the domestic solid (industrial grade, content ≥ 28%) polyaluminum chloride market has fluctuated slightly since October, with a slight weakness. The market reported 2043.75 yuan/ton on the first day and 2011.25 yuan/ton on the 17th, down 1.59%. During the National Day, some logistics vehicles were restricted. The difficulty in finding vehicles and the increase in transportation costs had a certain impact on the polyaluminum chloride market, but the market was stable mainly because of the dull procurement; After the National Day, the market returned to normal. Since October 10, Gongyi, Henan, one of the main production areas, has stopped production due to environmental protection policy requirements, and logistics in some parts of the country has been affected by public health events. However, due to the continuous downturn in demand, and the sufficient stock, it is difficult for enterprises to do business, and the mainstream market of polyaluminum chloride market is stable, moderate and weak.

Raw hydrochloric acid: According to the monitoring data of the business community, the domestic hydrochloric acid market in the first half of October fell from 166.67 yuan/ton to about 160 yuan/ton. Judging from the manufacturer’s quotation, the price of hydrochloric acid in the domestic market has dropped slightly recently. From the perspective of upstream and downstream industrial chains, the recent market of upstream liquid chlorine has been consolidated at a low level, with insufficient cost support; The lower level of the downstream fluctuates in a narrow range, and the purchase intention of the downstream is average. According to the analysis, the recent market of hydrochloric acid may fluctuate slightly.

LNG for production. According to the data of the business community, since October, the LNG market has declined 7.2% due to turbulence: the average price on the first day is 6834 yuan/ton, and the average price on the 17th day is 6342 yuan/ton. During this period, the average price has risen in the first ten days and has fallen since the middle ten days. After the National Day holiday, the transportation of dangerous chemicals returned to normal, and downstream replenishment increased. The price of LNG continued to rise under the favorable situation of demand follow-up. Transportation is limited in some regions due to the epidemic situation, while liquid prices in other regions are higher, with obvious regional differences. The domestic LNG price began to fall around the 10th, and the demand for downstream replenishment turned weak. The epidemic situation has a great impact on upstream shipment, and the market continues to fall. It is expected that the price of LNG will be stable in the short term.

Future forecast: Gongyi, the main production area of water treatment, will stop production since the 10th of this month. The current public health event has a certain logistics impact. This year’s water treatment market is lower than that of the same period in 2021. The demand is low and the spot inventory is sufficient, and the future market is still stable and weak.