Commodity index: Polyaluminium chloride commodity index on August 30 was 108.11, unchanged from yesterday, 0.83% lower than the cycle peak of 109.01 points (2019-08-28), and 7.15% higher than the lowest point of 100.90 on April 09, 2019. (Note: Period refers to 2019-04-01 to date)

Price quotation: Among the manufacturers monitored by the main stream of business associations, the price of polyaluminium chloride rose significantly in the middle and late August. On August 19, the price of domestic polyaluminium chloride market was 1933.33 yuan/ton, and on the 30th day, the price of domestic polyaluminium chloride market was 2000 yuan/ton, an increase of 3.45%. According to the monitoring data of the commercial association (100ppi.com), the mainstream quotation in the domestic market of polyaluminium chloride is: the price of solid polyaluminium chloride (industrial grade, content (> 28%) containing tax is about 1850-2200 yuan/ton, the price of liquid (industrial grade, content 10% – 12%) containing tax is about 350-500 yuan/ton, and the quotation of individual manufacturers is rising, among which the solid quotation is about 350-500 yuan/ton. Up 100-200 yuan/ton, liquid up to 50 yuan/ton or so, domestic mainstream quotation overall up by 2-4%.

Industry chain: In recent upstream raw materials of polyaluminium chloride, the price of hydrochloric acid is stable this week. Business society monitoring data show that the mainstream price of hydrochloric acid market was 133.33 yuan/ton on the 19th, 123.33 yuan/ton on the 30th and 10 yuan/ton on the 30th. The downstream demand for polyaluminium chloride is stable. At present, some polyaluminium chloride manufacturers are still in the shutdown period, relying on inventory to deliver goods, giving priority to the consumption of old downstream customers, and the supply of new customers is affected.

Industry: 1. Notice of shutdown: In late July, the water purification and environmental protection enterprises of Yongan Road Street Office in Gongyi City, Henan Province, received the “Notice of shutdown” recently. The notice requests: According to the analysis of environmental pollution situation and future polluted weather situation in the whole city, the municipal attack and fortification office requests all enterprises in-depth control to stop production and control before acceptance. Production can be restored after dispatching or acceptance according to key problems. This week, local manufacturers said they were allowed to resume production for 10 days and asked to stop production again from the 15th. 2. Stop production again after resumption of production: resumption of production in August for 10 days and resumption of production on 15 days. According to the manufacturer, the suspension was more affected by the National Games held in Zhengzhou on 8 September. The local environmental protection inspection was strict. All local enterprises in Gongyi were asked to stop production for environmental protection management and maintenance.

Attachment: Gongyi City, Henan Province, issued a circular on the deep management of enterprise shutdown (see below):

Future forecast: Business association analysis shows that due to the impact of environmental shutdown, manufacturers in Gongyi District of Henan Province have a holiday, downstream demand is stable, polyaluminium chloride manufacturers can only give priority to inventory supply to old customers, supply is tight, new customers find it difficult to get goods, prices rise significantly. September 8 is approaching, Gongyi factory supply situation eased after the resumption of production, prices will fall, it is expected that the resumption period will continue to maintain the current price; Hebei and other provinces prices have been relatively stable.