The market for polyaluminum chloride in September saw a slight increase, with China’s solid (industrial grade, content ≥ 28%) polyaluminum chloride market reporting around 1786.67 yuan/ton on the 30th, an increase of 0.47% from the price of 1778.33 yuan/ton on the 1st.
In the production cost of polyaluminum chloride, raw materials such as alumina and hydrochloric acid account for over 60%. In September, the upstream electrolytic aluminum market fluctuated, and the smelting profits of aluminum plants were still acceptable. The industry as a whole maintained a high operating level, and the price of alumina fluctuated narrowly; The hydrochloric acid market rose by over 7% in September, providing support for the bottom cost of polyaluminum chloride and limiting the downward potential of the product.
The first and middle of the month belong to the traditional off-season for demand, and the water treatment industry has a stable increase in orders. Downstream procurement is based on demand and mainly consumes previous inventory, lacking large-scale stocking actions. Therefore, market prices remain stable for a long time. As the end of the month approaches, some municipal sewage and industrial water treatment projects have started to recover, and downstream procurement enthusiasm has increased. The increase in orders has driven market transactions to improve and boosted prices.
Market forecast: The price of polyaluminum chloride will rise by the end of September, but this round of increase is mainly driven by short-term tightening of supply and downstream stage replenishment, with a relatively moderate increase. In the future, if upstream raw materials continue to maintain their strength, coupled with the increased demand for sewage treatment in autumn and winter, the polyaluminum chloride market may continue to be relatively strong.