According to the data monitoring of the business community, the polyaluminum chloride commodity index on September 29 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)

According to the monitoring data of the business community, the domestic market of solid (industrial grade, content ≥ 28%) polyaluminum chloride rose first and then fell in September. The market reported 2095 yuan/ton on the first day, 2043.75 yuan/ton on the 29th, with a slight monthly decrease of 2.45%. Among them, the highest price of this month was 2131.25 yuan/ton on September 7, and the lowest price was 2027.5 yuan/ton on September 20, with a maximum monthly amplitude of 4.87%. Since September, affected by the rising cost of raw materials and energy, in the first ten days of this year, manufacturers have offered one price a day or one price for one product. The market is bullish, and the prices of enterprises with tight supply have risen by tens to hundreds of yuan. However, the actual transaction prices of manufacturers with large inventories have increased only limited, and the external quotations are 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 September, the domestic hydrochloric acid market generally rose. The price of hydrochloric acid fell from 163.33 yuan/ton on September 1 to 153.3 yuan/ton on September 10, a decline of 6.12%. Later, it rose to 166.67 yuan/ton on September 24, up 8.70%. 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 of LNG in September was volatile and rising, and the overall trend was positive: the average price of domestic LNG on the 29th was 7176 yuan/ton, up 1284 yuan/ton or 21.79% from 5892 yuan/ton at the beginning of the month, and up 14.09% from the same period last year. Among them, the highest price in this month is 7176 yuan/ton at the end of the month, and the lowest price is 5892 yuan/ton on the first day. The market situation in this month is basically going all the way. At present, it is near the National Day holiday, and a large number of goods are replenished downstream due to transportation considerations. 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.