Aluminum chlorohydrate

Market Intelligence on Recent Trends in Polyaluminum Chloride (PAC)1. **Price Trends** - In major domestic regions (e.g., Henan, Shandong, and Jiangsu), PAC prices have recently shown minor fluctuations. Solid products (with an active ingredient content of 28%-30%) are quoted in the range of 1,800-2,200 RMB/ton, while liquid products (with a content of 10%-12%) are quoted in the range of 500-700 RMB/ton. - Prices have increased by approximately 2%-3% month-on-month, primarily driven by rising raw material costs and environmental production restrictions in certain areas. 2. **Raw Material Market** - Aluminum Hydroxide: Prices remain at high levels. Some enterprises have raised their quotes due to tight bauxite supply, providing significant cost support for PAC. - Hydrochloric Acid: Prices have shown minor fluctuations, with slight increases in some local areas due to higher transportation costs. - Calcium Aluminate Powder: Supply is stable, with no significant price adjustments. 3. **Supply Situation** 4. **Demand Dynamics** 5. **Inventory Levels** Analysis and Judgment1. **Cost-Driven Factors**: Rising prices of raw materials such as aluminum hydroxide will continue to push up PAC production costs, making it difficult for prices to decline in the short term. 2. **Supply Tightening**: Environmental production restrictions have reduced supply in the north. Combined with rising logistics costs, regional supply-demand imbalances may intensify. 3. **Demand Differentiation**: Domestic water treatment demand is rigid, but export constraints may dampen some manufacturers' enthusiasm for capacity expansion. Forecast1. **Price Trends**: Over the next two weeks, PAC prices are expected to continue a slight upward trend. Solid product prices may exceed 2,200 RMB/ton, while liquid product prices may rise by 50-100 RMB/ton. 2. **Supply Recovery**: After the conclusion of environmental inspections in mid-to-late October, the operating rate of northern manufacturers is expected to recover, potentially alleviating the supply tightness. 3. **Demand Outlook**: With the concentrated commissioning of water treatment projects in Q4, demand-side support will be strong. However, the export market requires continued monitoring of changes in international freight costs. 4. **Risk Alerts**: Caution is advised regarding potential significant fluctuations in raw material prices and the impact of unexpected tightening of environmental policies on the market.