According to the monitoring data of business agency, the commodity index of polyaluminum chloride on June 30 was 120.54, unchanged from yesterday, down 15.49% from the highest point of 142.64 in the cycle (2021-11-01), and up 42.96% from the lowest point of 84.32 on August 18, 2020. (Note: cycle refers to 2019-04-01 to now)

As shown in the figure, the monitoring data of the business society shows that the domestic market of polyaluminum chloride is mainly stable in the last ten days (June 20-30), and the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride is about 2230 yuan / ton. The manufacturer’s production is normal, the spot inventory is sufficient, the demand is general, and the transaction is relatively light.

Industrial chain: in terms of upstream raw materials, hydrochloric acid: according to the monitoring data of business agency, the price of domestic hydrochloric acid fell slightly in late days (June 20-30). The average market price was mainly reported at about 295 yuan / ton on the 20th and 270 yuan / ton on the 30th, a decrease of 8.47%. Judging from the manufacturer’s quotation, the domestic hydrochloric acid market has ups and downs, and the downstream demand is general; Judging from the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market fell slightly, giving hydrochloric acid insufficient support; The downstream market fell slightly, and the downstream products were generally enthusiastic about purchasing hydrochloric acid, which had a negative impact on the price of hydrochloric acid. The analysis showed that the recent market of hydrochloric acid may have a slight shock and decline.

Liquefied natural gas is used in the production process. According to the data monitoring of the business agency, the LNG market was in the off-season in June, the demand support was weak, and the domestic LNG price continued to decline. Many liquid factories reduced prices and arranged warehouses, and liquid prices fell centrally. Near the end of the month, liquid prices in some regions rebounded slightly. It is expected that domestic LNG prices will be consolidated in the short term.

Future forecast: in the near future, the raw material cost will continue to be weak, the downstream demand will continue to be light, and the transaction will be general. It is expected that the future market of polyaluminum chloride will still be stable and weak occasionally.