Commodity index: on February 26, the polyaluminium chloride commodity index was 105.41, unchanged from yesterday, 3.30% lower than the highest point of 109.01 (2019-08-28) in the cycle, and 4.47% higher than the lowest point of 100.90 on December 19, 2019. (Note: cycle refers to 2019-04-01 till now)
Quotation: according to the monitoring data of business agency (100ppi. Com), the mainstream market quotation of polyaluminium chloride (fixed, content ≥ 28%) in early February 2020 is about 1833.33 yuan / ton, and the mainstream market quotation on the 26th is 1833.33 yuan / ton, which is stable. In February, the main quotation scope of domestic market of polyaluminium chloride was mainly concentrated in: the quotation of solid polyaluminium chloride (industrial grade, content ≥ 28%) with tax was about 1800-2200 yuan / ton, the quotation of liquid (industrial grade, content 10% – 12%) with tax was about 400-450 yuan / ton, some manufacturers just returned to work and delivered goods, because of the increase of raw material cost, the quotation of polyaluminium ex factory was increased by 50 yuan / ton.
| PVA 1799 (PVA BF17) |
Upstream: from the middle of January 2020 to now, after the Spring Festival holiday and delayed resumption of work, the domestic market hydrochloric acid price is stable. According to the data of the business agency, the mixed price of hydrochloric acid in Shandong Province for 31min from February 17 to 24 was 236.67 yuan / ton, down 1.39%, 186.87% higher than the same period last year, and the downstream purchase volume and hydrochloric acid supply are normal.
Downstream: during the Spring Festival, the construction of water treatment project is stopped, and there is basically no purchase order; at present, the construction units start to resume work one after another, and the demand will gradually improve.
Manufacturer: Gongyi factory, the main production area of Henan Province, received the notice on December 19, 2019 to stop production continuously. It is reported that the factory has just returned to work since the end of last week, and some manufacturers only returned to work but did not resume production. The demand accumulated in the early stage has been delivered successively. As the transportation system is gradually recovering, the manufacturer’s delivery will be normal.
Industry:
1. In late July 2019, recently, the water purification and environmental protection enterprises in Yong’an Road sub district office of Gongyi City, Henan Province received the notice of production suspension, which requires: according to the analysis of the city’s environmental pollution status and future pollution weather, the municipal office requires all deep treatment enterprises to stop production before acceptance, and can resume production after scheduling or acceptance according to the office.
2. After resumption of production, the production will be stopped again: the production will be resumed for ten days in August, and it will be stopped again on 15th. According to the manufacturer, the production stop is more affected by the National Games held in Zhengzhou on September 8th. The local environmental protection inspection is strict, and all local enterprises in Gongyi are required to stop production for environmental protection treatment and maintenance.
| PVA 1788 (PVA BP17) |
3. After the National Games on September 8, the local manufacturers did not receive the notice of commencement immediately, and the strict inspection of environmental protection was in progress. In late September, local manufacturers in Gongyi began to resume production one after another, and the supply of goods gradually returned to normal.
4. On December 19, Gongyi, the main production area of Henan Province, issued an emergency notice, requiring all enterprises to stop production and all goods transportation from now until January 1, 2020 in accordance with the spirit of the 16th scheduling meeting of Gongyi City for environmental pollution control. Zhengzhou municipal leaders will lead the supervision group to continuously supervise and inspect the implementation of management and control. If it is found that the implementation is not in place, the person in charge of the enterprise and the truck driver will be detained. The enterprise will be included in the blacklist of integrity, and the enterprise will be subject to top-level punishment. This notice is very strict for manufacturers and freight requirements, and manufacturers should stop production.
5. During the period from January Spring Festival holiday to February 20, relevant enterprises in the main production area stopped production and delayed resumption of work. After 20 days, manufacturers in the main production area returned to work one after another, and some of them have returned to work.
Aftermarket forecast: according to the analysis of the business community, under the current situation, the review and approval of the construction unit’s resumption of work is strict. With the gradual progress of the review and approval of the resumption of work in various regions, the demand for polyaluminium chloride in various regions will increase, the current transportation system is also gradually recovering, and the delivery will increase. The current supply of goods for the manufacturers is sufficient. Most of the water treatment enterprises in the main production area of Henan Province have resumed production and some have resumed production without shortage of goods. The upstream hydrochloric acid market is slightly reduced, and the enterprises’ resumption of work is gradually increased, and the downstream demand will turn from weak to warm.
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