According to the monitoring data, the commodity index of polyaluminium chloride on April 15 was 126.96, unchanged from yesterday, down 10.99% from the highest point 142.64 in the cycle (2021-11-01), and up 50.57% from the lowest point 84.32 on August 18, 2020. (Note: the period refers to the period from April 1, 2019 to now)

As shown in the figure, according to the monitoring data of business society, the domestic market of polyaluminum chloride increased slightly in the first half of April, and the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminum chloride was adjusted from 2373.75 yuan / ton to 2348.75 yuan / ton, with a slight decrease of 1.05% in the first half of April. At present, the manufacturer’s production is relatively normal, the spot inventory is relatively sufficient, public health events affect the transportation and circulation of goods, delivery is difficult, and the cost increases.

Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: business society showed that the domestic hydrochloric acid market fell in the first half of April, and the quotation fell from 345 yuan / ton at the beginning of the month to 310 yuan / ton, a decrease of 10.14%. From the manufacturer’s quotation, the current domestic hydrochloric acid market price is temporarily stable; The recent market of upstream liquid chlorine has increased slightly, the cost support has been strengthened, the market of downstream ammonium chloride has increased slightly, and the purchase intention is good. The analysis shows that the short-term shock rise of hydrochloric acid is mainly in the future.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the domestic LNG market fell endlessly in the first half of April, from 7374 yuan / ton at the beginning of the month to 6804 yuan / ton. Although there was a slight rebound in the middle of the month, the overall decline in the first half of the month was 7.73%. At present, the logistics has gradually recovered, the shipment of liquid plants has turned positive, and the price has rebounded and rebounded. At the same time, some liquid plants in some regions have maintenance plans, there is support on the supply side, and the domestic liquid market is relatively strong. It is expected that the domestic LNG market may continue to rise slightly in the short term.

Future forecast: the current public health events have a significant impact, the circulation of goods is blocked and the transportation cost is increased. The demand has been reduced to some extent due to the impact, and some manufacturers are under great pressure to ship; Polyaluminium chloride market will be stable for the time being, supplemented by small adjustment.