According to the monitoring data, the commodity index of polyaluminium chloride on December 20 was 128.92, an increase of 1.22 points compared with yesterday, a decrease of 9.62% compared with the highest point of 142.64 points in the cycle (2021-11-01), and an increase of 52.89% compared with the lowest point of 84.32 points on August 18, 2020. (Note: the cycle refers to the period from April 1, 2019 to now)

As shown in the figure, according to the monitoring data of business society, the market of polyaluminum chloride continued to adjust slightly in the first and middle of December: the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride on the 1st was 2356.25 yuan / ton, and the mainstream quotation on the 10th was about 2385 yuan / ton, an increase of 1.22%. The recent reduction of raw material costs and the requirements of environmental protection and dual control in many provinces have a certain impact on manufacturers’ production, thus affecting market supply and demand.

Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: business society showed that the domestic hydrochloric acid market price continued to fluctuate from December 1 to 20, like a “U” shape: 324 yuan / ton on the 1st and 326 yuan / ton on the 20th, an increase of 0.62%; During the period, the highest price was 326 yuan / ton on the 20th and the lowest price was 296 yuan / ton on the 17th-19th, with an amplitude of 10.14%. The market of upstream liquid chlorine has fallen recently, the cost support is general, the market of downstream polyaluminium chloride and ammonium chloride has declined slightly, and the willingness to purchase downstream has weakened. Business analysts believe that hydrochloric acid has mainly suffered a slight shock and decline recently.

LNG is used in the production process. According to the monitoring data of business agency, the price of domestic liquefied natural gas fluctuated all the way in the first and middle of December: the average price of domestic liquefied natural gas on the 1st was 6773.33 yuan / ton, and the average price of domestic liquefied natural gas on the 20th was 4440 yuan / ton, a sharp drop of 34.45%, and the focus shifted down sharply. The LNG analyst of business society believes that at present, there is still no obvious improvement in demand, the market continues to be sluggish in the peak season, and there is a certain pressure on shipment in some regions or affected by public health events. It is expected that domestic LNG is still expected to decline in the short term.

As for the future market, the raw material support is insufficient, the downstream demand is general, and the current polyaluminium chloride market fluctuates slightly; Under the policy of environmental protection and regional dual control in winter, the manufacturer’s production is limited, the market generally predicts that the demand is sluggish and the transaction is general. At present, the price mainly fluctuates slightly.