Commodity index: on May 29, the commodity index of polyaluminium chloride was 98.78, unchanged from yesterday, down 9.38% from 109.01 (2019-08-28), the highest point in the cycle, and up 1.52% from 97.30, the lowest point on April 23, 2020. (Note: cycle refers to 2019-04-01 till now)

Business agency (100 ppi.com ）According to the monitoring data, after the reduction of polyaluminium chloride (solid, content ≥ 28%) in April 2020, the overall quotation range of the whole country did not change much in May, the quotation of quotation enterprises monitored by the business association was stable, and the prices of some other manufacturers were slightly reduced, about 20-50 yuan / ton. Main quotation: industrial grade, liquid and alumina content 10%-12% including tax 350-400 yuan / ton; solid content, 20-21% quoted price 860 yuan / ton; content 24% quoted price 1100-1200 yuan / ton; content 26% price 1280-1400 yuan / ton; solid content, 28% or more, price 1580-2000 yuan / ton; spray type content is more than 30% 30% yuan 1600-1850 yuan / ton; drinking water level, content is more than 28% 28% price quoted yuan yuan / ton, food grade quoted price About 0 yuan / ton.

According to the data of business agency, in the upstream products of polyaluminium chloride, the factory price of hydrochloric acid in North China increased slightly in May, 196 yuan / ton on May 1, 209 yuan / ton on May 29, with a range of 6.64%, and the monthly variation frequency was not high. The actual transaction price of the manufacturer shall be subject to negotiation. The upstream liquid chlorine market is generally weak in support of hydrochloric acid, while the downstream dyes, calcium chloride and chloroethane are still mainly purchased according to early demand. Hydrochloric acid market as a whole seems to be declining, and by-product acid is still hitting the market. The pressure of hydrochloric acid delivery is relatively high, and the quality of by-product hydrochloric acid produced by TDI, chloropropene, propylene oxide and methane chloride is relatively good. On the whole, the difficulty of hydrochloric acid delivery is still a big problem. Downstream: the current market demand is still the biggest factor affecting the price of products, while the downstream demand is still relatively low.

As far as the whole industry is concerned, from 2020 to now, during the Spring Festival holiday to February 20, the relevant enterprises in the main production area have stopped production and delayed to return to work; after February 20, the manufacturers in the main production area have resumed production in succession; in March, the logistics has gradually recovered, and the transportation cost has returned to normal; in April, the overall production is normal, due to the difficulty of delivery, some enterprises still have high inventory, and the production is affected; in May, polyaluminium chloride The overall demand has not recovered, the market situation is poor, the shipment is average, and the transaction continues to be weak.

With regard to the future market, the analysis of the business agency shows that the price of raw materials fluctuated slightly in the upstream in May, the downstream demand did not get better, the transaction atmosphere was general, the future market of polyaluminium chloride will remain stable, and the enterprises with higher inventory will reduce the price.