Commodity index: on November 27, the commodity index of polyaluminium chloride was 105.41, unchanged from yesterday, 3.30% lower than the highest point of 109.01 (2019-08-28) in the cycle, and 4.47% higher than the lowest point of 100.90 on April 09, 2019. (Note: cycle refers to 2019-04-01 till now)

Price quotation: for the manufacturers monitored by the mainstream of the business association, on November 1, the mainstream price of domestic polyaluminium chloride market was about 1966.67 yuan / ton, and on November 27, the market price was 1950 yuan / ton, with a decrease of 0.85% this month. Among them, the lowest price was 1943.33 yuan / ton, the highest price was 1966.67 yuan / ton, with a maximum amplitude of 1.19%. According to the monitoring data of the commodity by the business agency (100ppi. Com), the mainstream quotation in the domestic market of polyaluminium chloride from this month to now: the quotation with tax of 1800-2000 yuan / ton for polyaluminium chloride solid (industrial level, content ≥ 28%), 390-410 yuan / ton for liquid (industrial level, content 10% – 12%), and 20-50 yuan / ton for the lowest price of the manufacturer.

Industrial chain: in November, the production of polyaluminium chloride manufacturers was normal, and the supply of goods was relatively stable; however, in addition to the sharp rise in Polyaluminium price caused by the shutdown in the third quarter, the price of polyaluminium chloride did not rise in the fourth quarter but fell instead, and the trend in the first half of the month was similar to the extended version of “Z”. In the upstream raw materials of polyaluminium chloride, the hydrochloric acid monitored by the business association in North China this month was affected by the rise of upstream liquid chlorine and the difficulty in handling the transportation certificate. The price increased by more than 100 yuan / ton, with a quotation of 173.33 yuan / ton on the first day and a substantial rise to 290 yuan / ton on the 10th. Downstream demand is stable this month, and the volume is sufficient.

Industry: since the end of July, this round of intermittent shutdown has basically ended, and the manufacturers have started to resume production. This round of shutdown cycle returns: 1. In late July, recently, the water purification and environmental protection enterprises in Yong’an Road sub district office of Gongyi City, Henan Province received the notice of shutdown, which requires that: Based on the analysis of the city’s environmental pollution and future pollution weather, the Municipal Office of tackling key problems requires all the depth The management enterprises will stop production and management before acceptance, and can resume production after dispatching or acceptance according to the key work office. 2. Stop production again after resumption of production: it will resume production for ten days in August, and start to stop production again on 15th. According to the manufacturer, the stop production is more affected by the National Games held in Zhengzhou on September 8th. The local environmental protection inspection is strict, and all local enterprises in Gongyi are required to stop production for environmental protection treatment and maintenance. 3. 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. 5. The manufacturer’s production and supply of goods are normal in October and November.

Future market forecast: according to the analysis of the business agency, in November, the production of polyaluminium chloride manufacturers was normal, the market supply was large, and the market price of polyaluminium chloride was stable and slightly decreased. The environmental protection inspection is relatively strict, and occasionally the production is stopped for a short time, but the production is not affected as a whole, the supply of goods is sufficient, and the possibility of a sharp rise in the future market price is unlikely, as well as the possibility of a sharp fall, which is still stable with small fluctuations.