Commodity index: on March 26, the polyaluminium chloride commodity index was 104.73, unchanged from yesterday, down 3.93% from 109.01 (2019-08-28), the highest point in the cycle, and up 3.80% from 100.90, the lowest point on December 19, 2019. (Note: cycle refers to 2019-04-01 till now)
Quotation: according to the monitoring data of business agency (100ppi. Com), in March 2020, poly aluminum chloride (solid, content ≥ 28%) manufacturers returned to work in good condition. The mainstream quotation in the domestic market: poly aluminum chloride solid (industrial level, content ≥ 28%) with tax quotation of about 1750-2200 yuan / ton, liquid (industrial level, content 10% – 12%) with tax quotation of about 350-450 yuan / ton, some of which have been reduced, The decrease range of solid is about 100-150 yuan / ton, and that of liquid is about 50 yuan / ton.
Upstream and downstream: according to the data of business agency, the main factory price of hydrochloric acid in North China rose slightly this week. The quotation of Dezhou Maihua is 60 yuan / ton, with a slight increase of 10 yuan / ton; the quotation of Jinan Yuanfei is 450 yuan / ton, with a temporary stability; the quotation of Shanxi Wenshui is 230 yuan / ton, with a temporary stability; the quotation of Dezhou Shihua is 200 yuan / ton, with a temporary stability; the quotation of Taiyuan kunshengda is 420 yuan / ton, with a temporary stability; the actual transaction price is subject to negotiation. The upstream liquid chlorine market is temporarily stable, the downstream procurement enthusiasm is general, and the supply of hydrochloric acid is normal.
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Downstream: it is reported that most of the downstream water treatment projects are in the negotiation stage, and it will take some time for them to return to normal.
Industry: in late July 2019, recently, the water purification and environmental protection enterprises in Yong’an Road sub district office of Gongyi City, Henan Province received the notice of production suspension, which requires that: according to the analysis of the city’s environmental pollution and future pollution weather, the municipal office requires all deep treatment enterprises to stop production and treatment before acceptance, and can resume production after dispatching or acceptance according to the office. The production was resumed for ten days in August and stopped again on 15th. According to the manufacturer, the shutdown was more affected by the National Games held in Zhengzhou on September 8th. The local environmental protection inspection was strict, and all local enterprises in Gongyi were required to stop production for environmental protection treatment and maintenance. After the National Games on September 8, the local manufacturers did not receive the notice of commencement immediately, and the strict inspection of environmental protection was in progress. In late September, local manufacturers in Gongyi began to resume production one after another, and the supply of goods gradually returned to normal. On December 19, Gongyi, the main production area of Henan Province, issued an emergency notice, requiring all enterprises to stop production and all goods transportation from now until January 1, 2020 in accordance with the spirit of the 16th scheduling meeting of Gongyi City for environmental pollution control. Zhengzhou municipal leaders will lead the supervision group to continuously supervise and inspect the implementation of management and control. If it is found that the implementation is not in place, the person in charge of the enterprise and the truck driver will be detained. The enterprise will be included in the blacklist of integrity, and the enterprise will be subject to top-level punishment. This notice is very strict for manufacturers and freight requirements, and manufacturers should stop production. During the Spring Festival holiday from January to February 20, 2020, the relevant enterprises in the main production area stop production and delay to return to work. After February 20, the manufacturers in the main production area returned to work one after another. At present, the logistics gradually recovered in March, and the transportation cost has been normal. Before the year, the inventory was still in consumption. Some enterprises with higher inventory had slightly lower prices under the current weak demand situation.
Aftermarket forecast: the analysis of the business community believes that the current manufacturers start well, the downstream demand is light, if the market is weak. The existing supply of the manufacturer is sufficient. In the case of high inventory in the early stage, slight changes in upstream costs and general demand, the market of polyaluminium in the future will be stable and weak, and some manufacturers have certain price concessions.