According to the data monitoring of Business News Agency, the polyaluminum chloride commodity index on February 14 was 105.95, down 0.33 points from yesterday, down 25.72% from the highest point of 142.64 points in the cycle (2021-11-01), and up 25.65% from the lowest point of 84.32 points on August 18, 2020. (Note: the period refers to April 1, 2019 to now)

Spot: According to the monitoring data of the Business Agency, the domestic solid (industrial grade, content ≥ 28%) polyaluminum chloride market fell by 0.44% in the first half of February: the main price was 1968.75 yuan/ton on the 1st, and it was reduced to 1960 yuan/ton on the 31st. At present, the water treatment enterprises in China’s main production areas have sufficient inventory, the improvement of downstream purchase orders is not obvious, the support of raw materials is insufficient, and the domestic polyaluminum chloride market is mainly stable and weak.

Raw hydrochloric acid: According to the monitoring data of the Business Agency, the domestic market price of hydrochloric acid rose slightly by 1.3% in the first half of February, and the market remained stable at about 154-156.00 yuan/ton. From the manufacturer’s quotation, the domestic market price of hydrochloric acid is mainly stable in the near future, with a small increase; From the perspective of the upstream and downstream industrial chain, the upstream liquid chlorine market rose slightly and the cost support increased; The market price of downstream ammonium chloride rose slightly, and the analysis believed that the recent slight fluctuation of hydrochloric acid was the main reason.

Liquefied natural gas for production. According to the data of Business News Agency, in the first half of February, domestic liquefied natural gas (LNG) first went down continuously and then rebounded slightly: from the main price of 6090 yuan/ton on February 1, the market continued to decline, and fell to 5724 yuan/ton on the 13th, down about 6%, and then rebounded to 5808 yuan/ton on the 14th, down 4.63% in half a month. After the holiday, the market resumed work in an all-round way, the supply in the market increased, the demand for replenishment in the downstream was limited, and the market began to oversupply. In some areas of the country, due to the rain and snow weather, the traffic was blocked, and the liquid factory reduced the price for sales. Led by multiple negative factors, it is expected that the domestic LNG price will continue to fall in the short term.

Future forecast: mainly due to the continued weakness of downstream demand and the sufficient inventory of manufacturers, the supply of polyaluminum chloride is too large and the demand is too small. It is expected that the recent market of polyaluminum chloride is generally weak and volatile.