According to the data monitoring of the business community, the polyaluminum chloride commodity index on November 30 was 109.26, unchanged from yesterday, down 23.40% from the peak of 142.64 points (2021-11-01) in the cycle, and up 29.58% from the lowest point of 84.32 points on August 18, 2020. (Note: Period refers to April 1, 2019 to now)
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Spot goods: according to the monitoring data of the business community, the domestic solid (industrial grade, content ≥ 28%) polyaluminum chloride market in November slightly increased by 0.5%, including 2011.25 yuan/ton on the 1st, 2017.5 yuan/ton on the 12th, and 2021.25 yuan/ton from the 18th to the end of the month. The demand for water treatment pharmaceutical products has decreased sharply this month due to the rapid cooling of the weather, the central heating in the middle and north of China, and the fierce impact of recent public health events in many places. The business of water treatment enterprises in Gongyi, Henan is more difficult than in previous years, with limited transportation and weak demand; The market of raw material hydrochloric acid is on the rise. In the short term, the manufacturer has sufficient inventory and few orders. The recent changes in raw material prices have little impact. In the short term, the polyaluminum chloride market is mainly stable, supplemented by small fluctuations.
Raw hydrochloric acid: According to the monitoring data of the business community, the domestic hydrochloric acid market fell first and then rose in November. On the first day, the market reported 186.67 yuan/ton, and on the 30th, 198.00 yuan/ton, with a monthly increase of 6.07%. The price at the end of the month fell 38.89% compared with the same period last year. From the perspective of manufacturers, the domestic hydrochloric acid market rose slightly this month, and downstream demand increased. From the perspective of the upstream and downstream industrial chain, the upstream liquid chlorine market was consolidated at a low level, with average cost support; Downstream market rose slightly, and downstream manufacturers became more active in purchasing hydrochloric acid. According to the analysis, the recent market of hydrochloric acid may increase slightly.
LNG for production. According to the data of the business society, the average price of domestic LNG on November 1 was 5450 yuan/ton, and the average market price on November 30 was 4514 yuan/ton, with a monthly drop of 17.17%, of which the largest drop this month was – 7.16% in the week of November 21. This month, the supply of domestic LNG market exceeded the demand, and the high liquid price began to cover the drop. In some areas, due to snow weather and epidemic control, transportation is blocked. Enterprises cut prices one after another to digest inventory. Market demand is weak and trading is flat. However, at the end of the month, domestic cold air hit, and demand increased slightly. Most liquid plants were still paying high prices. It is expected that the price of LNG will continue to rise in the short term.
Future forecast: The recent public health events in many places across the country have had a strong impact, sealed and controlled management, the economy is expected to decline, the demand is not as good as in previous years, and the water treatment market in 2022 is not as good as the same period last year. The light snow has passed, the weather is cold, the downstream demand for commencement continues to be weak, the inventory is sufficient, and the cost of raw hydrochloric acid and energy LNG has risen. However, the recent orders are limited, the inventory is sufficient, and the manufacturer’s purchasing enthusiasm is not high. In the future, when the manufacturer’s stock of raw materials is exhausted, if the raw material market continues to rise, the manufacturer’s procurement and cost will rise, the polyaluminum chloride market will rise with it, but in the short term, the polyaluminum chloride market is expected to continue to fluctuate steadily, moderately and slightly.
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