Commodity index: on December 10, the polyaluminium chloride commodity index was 105.41, flat with 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)
| Benzalkonium chloride |
Price quotation: the mainstream price of domestic polyaluminium chloride Market in the first ten days of December is about 1950 yuan / ton. In the second half of 2019, after experiencing the high price caused by the shutdown from August to October, the current price has returned to 1950 yuan / ton on July 1; in five months, the lowest price is 1916.67 yuan / ton on July 20, the highest price is 2016.67 yuan / ton, and the maximum amplitude is 5.22%. According to the monitoring data of the commodity by the business agency (100ppi. Com), the main quotation range of the domestic market of polyaluminium chloride mainly focuses on: the quotation with tax of 1800-2200 yuan / ton for polyaluminium chloride solid (industrial level, content ≥ 28%), 380-450 yuan / ton for liquid (Industrial level, content 10% – 12%), and 10 yuan / ton for a few manufacturers.
Industrial chain: in the five months from July to November, when the manufacturer’s operating rate is high, production is normal, goods volume is sufficient and demand growth is stable, the supply is surplus and the price is down; in the middle of August, due to the influence of environmental protection and other factors, the manufacturer’s starting is limited, the supply of goods is reduced and the price is up, which continues until the late September. After the National Day in October, the production of polyaluminium chloride manufacturers returned to normal, and the supply of goods was relatively stable. Generally speaking, in addition to the sharp rise of polyaluminium price caused by the shutdown in the third quarter, the price of polyaluminium chloride slightly decreased in the fourth quarter; the trend in November was similar to the extended version of “Z”; the price was stable in the first ten days of December, maintaining at 1950 yuan / ton. In the upstream raw materials of polyaluminium chloride, the price of hydrochloric acid in North China monitored by the business agency was reduced by about 50 yuan / ton in December, and 290 yuan / ton was quoted on December 1, after which, the price was reduced in a volatile way, and about 259 yuan / ton was quoted on December 10. The downstream demand was stable and the volume was sufficient.
| Sodium Molybdate |
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. 4. Since the fourth quarter, the manufacturer has been in normal production and occasionally stopped production due to environmental protection inspection, but the overall production is normal and the supply of goods is sufficient.
Aftermarket forecast: according to the analysis of the business agency, the overall production of polyaluminium chloride manufacturers was normal in December, the impact of environmental inspection was not significant, the supply of goods in the market was sufficient, and the upstream cost was slightly reduced. It is unlikely that the price of polyaluminium chloride will fall sharply in the future, which is mainly stable, with occasional small fluctuations and little impact.
| http://www.lubonchem.com/ |