According to the data monitoring of the business community, the polyaluminum chloride commodity index on December 30 was 109.93, unchanged from yesterday, 22.93% lower than the peak of 142.64 points (2021-11-01) in the cycle, and 30.37% higher than the lowest point of 84.32 points on August 18, 2020. (Note: Period refers to April 1, 2019 to now)

Spot goods: According to the monitoring data of the business community, the domestic solid (industrial grade, content ≥ 28%) polyaluminum chloride market declined slightly in December, with a main report of 2027.50 yuan/ton on the first day and a small increase on the 30th. At present, the country is greatly affected by the short-term policy of public health events. The water treatment enterprises in Gongyi, Henan Province have sufficient inventory. Affected by the partial commencement of downstream enterprises, the reduction of orders compared with the early stage and the recent substantial weakening of logistics and transportation capacity, the enterprises do not ship much; The market of raw hydrochloric acid has remained stable at about 174 yuan/ton so far this month, with unfavorable support. To sum up, it is expected that the domestic market of polyaluminum chloride before and after the year will be mainly stable and slightly weak.

Raw hydrochloric acid: According to the monitoring data of the business community, the domestic hydrochloric acid market continued to be stable in December. On the first day, the market reported 178 yuan/ton, which has remained stable since the seventh day, when it reported 174 yuan/ton. From the manufacturer’s quotation, the domestic hydrochloric acid market price is temporarily stable this week. From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market was consolidated at a low level, and the cost support was insufficient. However, the downstream ammonium chloride market is at a high stage, and the downstream support is relatively strong. According to the analysis, the market price of hydrochloric acid in late December may fluctuate in a narrow range.

LNG for production. According to the data of the business agency, domestic LNG rose first and then fell in December. The cost of the liquid plant increased due to the rise of feed gas price. The domestic weather is cool, and the demand for natural gas is getting warmer. In the first half of December, the domestic LNG price rose sharply from 4900 yuan/ton on the first day, and exceeded 8000 yuan/ton on the 14th; In the second half of the month, the market closed at 6060 yuan/ton on the 30th. The situation of oversupply in the market is obvious. There is a lack of good support in the market, and the downstream demand support is weak. The market is falling back. It is expected that the market price of LNG will decline mainly in the short term.

Future forecast: after the recent public health event policy was liberalized, the population’s immunity to infection increased in the short term, the manufacturers started work locally, the inventory was sufficient, the demand continued to weaken, and the orders continued to shrink. In addition, near the New Year’s Day and the New Year holiday next month, some manufacturers and downstream have been off. It is expected that the future market will remain stable and weak.