On June 15, the commodity index of polyaluminium chloride was 95.95, which was the same as yesterday, setting a new low in the cycle, 11.98% lower than the highest point of 109.01 on August 28, 2019. (Note: cycle refers to 2019-04-01 till now)
| ferric sulfate (Poly ferric sulphate) |
The data shows that polyaluminium chloride (solid, content ≥ 28%) in North China shows an overall fluctuating downward trend from April to June 2020. On April 1, the mainstream price was about 1912 yuan / ton, and on June 15, the mainstream price was about 1775 yuan / ton, with a downward range of 7.19%. Poor downstream demand is the key factor leading to the decline. Among them, the price fluctuation range is roughly: industrial level, liquid and alumina content 10%-12% including tax 350-400 yuan / ton; solid content, 20-21% quoted price 860 yuan / ton; content 24% quoted price 1100-1200 yuan / ton; content 26% price 1280-1400 yuan / ton; solid content, 28% or more, price 1580-2000 yuan / ton; spray type content is more than 30% 30% quotations 1600-1850 yuan / ton; drinking water level, content more than 28% 28% quoted price Yuan / ton, food grade quotation is about 2800 yuan / ton.
According to the survey of the business club, in the upstream products of PAC, the price change of hydrochloric acid has a great impact on PAC, and the stock of calcium powder and bauxite manufacturers has a certain impact on the ex factory price of their products. Secondly, because natural gas is used for drying in the process, the price change of natural gas has a certain impact. In June, the main factory price of hydrochloric acid in North China fluctuated slightly, first rising slightly and then falling slightly. The fluctuation range was about 5 yuan / ton. On June 1, 333 yuan / ton, and on June 15, 330 yuan / ton was quoted. The actual transaction price of the manufacturer shall be subject to negotiation. From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market is generally weak in support of hydrochloric acid, while the downstream white carbon black market is gradually falling, which has a negative impact on hydrochloric acid, while the downstream ammonium chloride market is high in consolidation, which has a certain support for the price of hydrochloric acid. In the first half of the month, the hydrochloric acid market as a whole seemed to rise slightly at the beginning of the month, and fell slightly in the middle of the month, with a very small range. It is still a big problem that it is difficult to ship in the first half of the month. Downstream: according to the manufacturer, in this year’s special situation, the market is weak, and the demand for several consecutive months is weak, which makes the manufacturer adjust the price successively to reduce the inventory. Although there are some water treatment projects in demand in the near future, they are certainly not as good as the previous years, especially the current situation of Beijing epidemic is again severe, and the manufacturer has little expectation for the market change.
| Azodicarbonamide (AC foaming Agent) |
As far as the whole industry is concerned, from 2020 to now, during the Spring Festival holiday to February 20, the relevant enterprises in the main production area have stopped production and delayed to return to work; after February 20, the manufacturers in the main production area have resumed production in succession; in March, the logistics has gradually recovered, and the transportation cost has returned to normal; in April, the overall production is normal, due to the difficulty of delivery, some enterprises still have high inventory, and the production is affected; in May, polyaluminium chloride The overall demand hasn’t recovered, the market situation is poor, the delivery is general, and the transaction continues to be weak; in June, it’s more than half, the raw materials have not changed much, the natural gas used for drying rebounded about 1 percentage point from the bottom this month, which has little impact on the market, the downstream demand is still general, and the situation of the industry has not changed much.
As for the future market, according to the analysis of the business agency, the price of the upstream raw materials hydrochloric acid, bauxite and calcium powder in June has not changed much, and the price of the process fuel natural gas has changed slightly in the past half of the month, the key is that the downstream demand of PAC has not changed much; in the situation of little change in the upstream and downstream situation, the market of PAC is difficult to change greatly, and the future market is expected to maintain stability We need to pay attention to the impact of the epidemic on the local demand.
| Benzalkonium chloride |