Monitoring found that this week, some manufacturers in Henan main production areas stopped production again and then resumed production, but some manufacturers closed down this week and started the Spring Festival holiday mode. In terms of market, as shown in the figure above, the market of domestic polyaluminum chloride with solid content ≥ 28% decreased slightly this week, from 1800 yuan / ton to 1742.86 yuan / ton, down 3.17%.

Industrial chain: as shown in the figure, first of all, in terms of upstream raw materials, according to the data of business society, the price of hydrochloric acid in North China this week was stable at 195 yuan / ton, the price of upstream liquid chlorine was general, the cost support was poor, the maintenance of downstream hydrochloric acid enterprises increased, the demand decreased, the inventory of hydrochloric acid supply enterprises was large, the purchasing enthusiasm of downstream was general, and the market supply exceeded the demand. Secondly, the natural gas used in the production of polyaluminum chloride increased from 3866.67 yuan / ton to 4306.67 yuan / ton this week In the short term, liquid prices are still expected to rise. However, as the year is approaching, downstream users will stop work one after another for holidays, purchasing enthusiasm will decline, and the demand side will continue to weaken. In addition, the supply side is relatively stable in the near future, and the liquid prices in the future will continue to rise. There is a downward risk. Although the prices of hydrochloric acid and liquefied gas rose this week, due to the fact that the water treatment enterprises are approaching the holiday, the procurement has basically stopped, and the production has decreased, the impact of the above three commodity prices on the water treatment enterprises is weak.

Downstream demand: at present, it is approaching the Spring Festival holiday. It is said that many downstream manufacturers have a holiday or are approaching a holiday, and the demand has become light. In 2020, the water treatment industry will end with the best market of the year. However, in the first month of 2021, with the resumption of production, the output increased to a certain extent, and the overall market went down, lower than the price in the same period of 2020.

Future forecast: according to the analysis of the business community, at the end of January 2021, the water treatment manufacturers and downstream demand enterprises have gradually started the Spring Festival holiday mode, the demand is weakening, and the turnover is decreasing. Under the special situation, some water treatment enterprises promise to have normal production during the new year, hoarding inventory for downstream procurement after the Spring Festival, and the future price is mainly stable.