According to the data monitoring of the business community, the polyaluminum chloride commodity index on September 30 was 110.47, unchanged from yesterday, 22.55% lower than the peak of 142.64 points (2021-11-01) in the cycle, and 31.01% 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 market of polyaluminum chloride (industrial grade, content ≥ 28%) rose slightly in late September. On the 21st, the market reported 2027.5 yuan/ton, and on the 30th, 2043.75 yuan/ton, up 0.8%. Since September, affected by the rising cost of raw materials and energy, manufacturers once offered one price a day or one price for one product in the first ten days of the year. The market is bullish, and the price of enterprises with tight supply has risen by tens to hundreds of yuan. However, the actual transaction price of manufacturers with more inventory has been limited, and the external quotation is also relatively moderate; In the middle and late ten days, the factory started work normally, the inventory was sufficient, the driving role of raw material factors was weakened, and the market fell back. At the beginning of this month, this round of upward market of polyaluminum chloride had temporarily ended. Due to the restriction of some logistics vehicles during the National Day, the difficulty in finding vehicles and the increase of transportation costs have a certain impact on the market of polyaluminum chloride. With the arrival of the National Day holiday, the procurement is flat, and the market is expected to continue to be stable in the future.
Raw hydrochloric acid: In late September, the domestic hydrochloric acid market was basically stable at about 153.3 yuan/ton, but the price at the end of the month fell 43.27% year-on-year. Judging from the manufacturer’s quotation, the domestic hydrochloric acid market rose and fell with each other this month, and the downstream demand was average. From the perspective of upstream and downstream industrial chains, the upstream liquid chlorine market has risen sharply, providing good support for hydrochloric acid; The downstream market is less supportive, and the downstream manufacturers are less active in purchasing hydrochloric acid. According to the analysis, the recent market of hydrochloric acid may fluctuate slightly.
LNG for production. According to the data of the business community, the market price of LNG rose 1.79% in late September. The average price on the 21st day was 6828 yuan/ton, and the average price on the 30th day was 6950 yuan/ton. Although there were downward fluctuations during this period, the price continued to rise 10.6% from the 23rd to the 28th of this ten day. Near the National Day holiday, due to transportation considerations, a large number of downstream replenishment. There was a strong buying atmosphere on the floor, and the rising trend continued. With the maintenance of the Sino Russian pipeline, the on-site supply is reduced. It is expected that the domestic LNG price trend will continue to rise in the short term.
Future forecast: the supply and demand level is relatively stable, the limited transportation market during the National Day holiday is flat, and the polyaluminum chloride market is expected to continue to be stable, moderate and small after the festival.