Commodity index: on March 12, the polyaluminium chloride commodity index was 105.41, down 1.35 points from yesterday, down 3.30% from the highest point of 109.01 (2019-08-28), and up 4.47% from the lowest point of 100.90 on December 19, 2019. (Note: cycle refers to 2019-04-01 till now)
| PVA 1799 (PVA BF17) |
Market: according to the monitoring data of business agency (100ppi. Com), in March 2020, the proportion of poly aluminum chloride (solid, content ≥ 28%) manufacturers returning to work continued to rise. The mainstream quotation in the domestic market: poly aluminum chloride solid (industrial level, content ≥ 28%) with tax quotation of about 1750-2200 yuan / ton, liquid (industrial level, content 10% – 12%) with tax quotation of about 390-450 yuan / ton, and the manufacturer’s delivery gradually recovered Reply. Enterprises with high inventory generally dump goods after the start of construction, and the quotation is slightly reduced, and most manufacturers’ quotation is relatively stable.
Upstream and downstream: after the Spring Festival holiday and delayed resumption of work, the price of hydrochloric acid in the domestic market is generally stable. In February, the price of hydrochloric acid market manufacturers was average, and the price in North China was about 243.33 yuan / ton temporarily. Due to the general market situation of upstream liquid chlorine and weak support of hydrochloric acid, downstream dyes, calcium chloride and chloroethane still mainly purchase hydrochloric acid according to early demand, and the pressure of hydrochloric acid delivery is relatively large.
Downstream: according to the manufacturer, the water treatment project is still under construction, and the demand is still recovering. The polyaluminium manufacturer is under normal operation, but the current demand is not so much, and it will take time to recover.
| PVA 1788 (PVA BP17) |
Industry: 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 that: according to the analysis of the city’s environmental pollution and future pollution weather, the municipal office requires all deep treatment enterprises to stop production and treatment before acceptance, and can resume production after dispatching or acceptance according to the office. The production was resumed for ten days in August and stopped again on 15th. According to the manufacturer, the shutdown was more affected by the National Games held in Zhengzhou on September 8th. The local environmental protection inspection was strict, and all local enterprises in Gongyi were required to stop production for environmental protection treatment and maintenance. 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. 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. During the Spring Festival holiday from January to February 20, 2020, the relevant enterprises in the main production area stop production and delay to return to work. After February 20, the manufacturers in the main production area returned to work one after another. At present, the logistics gradually recovered in March, and the transportation cost has returned to normal. Before the year, the inventory was still in consumption. Some enterprises with higher inventory had slightly lower prices.
Future forecast: the analysis of the business community shows that although the impact of the current epidemic has not been lifted, the resumption of work in various regions continues to improve, and the downstream demand for polyaluminium chloride will increase with the continuous improvement of the situation, and will wait for some time. The current supply of the manufacturer is sufficient, the return to work and production of the water treatment enterprises in Henan, the main production area, is in good condition, the initial inventory is high, the upstream cost is stable and the demand is general, the market situation of polyaluminium in the future will be temporarily stable, and the price concessions that the manufacturer will make to accelerate the inventory consumption will not be excluded.
| http://www.barium-chloride.com |