Commodity index: on November 15, the polyaluminium chloride commodity index 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: the main price of domestic polyaluminium chloride Market on November 1 was about 1966.67 yuan / ton, and the market price on November 15 was 1950 yuan / ton, with a decrease of 0.85% in the first half of the month. The lowest price in the half of the month was 1943.33 yuan / ton, and 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 of polyaluminium chloride solid (industrial grade, content ≥ 28%) with tax is about 1850-2000 yuan / ton, and the quotation of liquid (industrial grade, content 10% – 12%) with tax is about 390-410 yuan / ton.

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 of 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 “Z”. Among the upstream raw materials of polyaluminium chloride, hydrochloric acid in North China monitored by the business association has risen sharply this month, with an offer of 173.33 yuan / ton on the first day and 290 yuan / ton on the 15th. 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. In the first half of October and November, the manufacturer’s production and supply were normal.

Future market forecast: according to the analysis of business agency, in the first half of November, the production of polyaluminium chloride manufacturers was normal, and the market supply was sufficient. Although the production cost was increased, the supply of market supply was large, and the market price of polyaluminium chloride was slightly reduced while it was stable. It is expected that the future market price is still stable.