Commodity index: PACl commodity index on October 20 was 108.65, unchanged from yesterday, down 0.33% from 109.01 (2019-08-28), the highest point in the cycle, and up 7.68% from 100.90, the lowest point on April 09, 2019. (Note: cycle refers to 2019-04-01 till now)

Price quotation: for the main monitoring manufacturers of the business association, on October 11, the main quotation of domestic polyaluminium chloride market was about 2000 yuan / ton, and on October 20, the main quotation of the market was 2100 yuan / ton, slightly increased by 0.5%, with little fluctuation. According to the monitoring data of the commodity by the business agency (100ppi. Com), the mainstream quotation of the domestic market of polyaluminium chloride is 1850-2200 yuan / ton for polyaluminium chloride solid (industrial grade, content ≥ 28%) and 350-500 yuan / ton for liquid (industrial grade, content 10% – 12%). After the highest price was raised during the shutdown last month, some manufacturers still maintain this price until now, but The prices of most manufacturers have not changed much.

Industrial chain: in the middle of October, in the recent upstream raw materials of polyaluminium chloride, the price of hydrochloric acid in North China monitored by the business agency was 156.37 yuan / ton on the 11th market, 180 yuan / ton on the 20th, up 3.97%. This month, the downstream demand of PACl is stable. At present, the production of PACl manufacturers in Gongyi, Henan Province is normal, the supply of goods is normal, and the market price changes little.

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 and middle of October, the production and supply of relevant manufacturers were normal.

Aftermarket forecast: according to the analysis of the business agency, the current supply of goods and downstream demand are stable, and the production cost is increased. However, the manufacturer has prepared goods, which has little impact, and the recent trend is still stable.