Cadmium pollution incident stimulates demand for polyaluminum chloride

On January 15, a cadmium pollution incident occurred in the Longjiang River in Guangxi, and the Liuzhou Municipal Party Committee and the Municipal Government issued a call to “open up the battle to defend the Liujiang River”. Guangxi urgently withdrew large quantities of polyaluminium chloride and other water purifying agent products from local Liuzhou, Henan Gongyi, Hunan Shaoyang, Guangdong, etc. to dilute, treat, and intercept polluted river water. At the same time, the reserve water source water plant also has large reserves of polyaluminum chloride, and the demand for polyaluminum chloride has temporarily reached more than 3,000 tons, and the phenomenon of shortage of goods has appeared in some areas.

As of February 1, a large amount of polyaluminum chloride was still shipped to the "disaster area" one after another, on schedule and in volume. As a result, the polyaluminum chloride market has risen moderately, and the regional price difference has increased. The production base of water purifying agent - polyaluminium chloride in Gongyi County, Henan Province, has a mainstream price of more than 1,600 yuan (28% content, tonne price, the same below), and has gradually recovered, with the local mainstream price in Liuzhou exceeding 2,000 yuan. It is expected that the slow recovery of polyaluminium chloride market is expected to accelerate this time.

At present, domestic polyaluminum chloride is mainly used for the treatment of sewage (including industry and living) and drinking water, especially in the treatment of heavy metal pollution. It has low cost and good effect. It is widely used throughout the country, and a large number of products are exported every year. . Polyaluminum chloride is widely recognized as the most commonly used water treatment product. It has almost become synonymous with water purifying agents and accounts for more than 70% of water treatment products. It is the preferred product for treating river pollution. For example, in November 2008, the pollution of arsenic in the Dasha River in Henan Province was heavily used for polyaluminum chloride, effectively curbing water quality deterioration and expanding the scope of pollution.

Industry insiders believe that the water pollution incident was again staged in Liuzhou, Guangxi, highlighting the need for regular water purification agents such as polyaluminum chloride to establish emergency reserves along rivers. Once the emergency reserve mechanism is started, the potential market demand will greatly increase, which will bring new development opportunities for water purification agent manufacturers.

With the increase of the state’s efforts to rectify the order of aluminum mining, not only the output of aluminum ore has been reduced, but also the price has been rising. The original enterprises that used aluminum ore to produce polyaluminum chloride only used aluminum hydroxide as raw material, and the production cost of polyaluminum chloride. Increasing. In addition, due to the improvement of environmental protection standards in various regions, higher quality of polyaluminum chloride is required, and due to the different levels of pollution in the production process, the drum drying process used by most companies will gradually be spray-dried. The substitution (small environmental pollution and high product quality) also increased the manufacturing cost of the product, which has become an important factor supporting the rise of the polyaluminum chloride market.

According to the general tone of the steady growth in 2012 established by the Central Economic Work Conference and the general expectation from major listed companies, this year's corporate capital will be better than last year. In particular, after the country has stepped up efforts to crack down on illegal civil lending, bank funds will return. For SMEs, there should be a relatively relaxed financial environment, which will benefit the poly-chlorination with low capital transaction volume and strong liquidity. Aluminum market is active. According to incomplete statistics, more than 30% of domestic polyaluminum chloride companies are trading and trading companies (including foreign trade export companies), and they hold a considerable proportion of liquidity. Therefore, ample funding will play a positive role in the medium and long-term recovery of the entire polyaluminum chloride market.

On February 1, Professor Zhang Xiaojian from Department of Environmental Science and Engineering of Tsinghua University who participated in the disposal of cadmium pollution accident in Longjiang, Guangxi, said at the news briefing: “The monitoring results show that the pollution source at the upper reaches of Lalang Hydropower Station has been cut off, and the Longjiang River reaches The effect of cadmium measures is obvious, and the water quality of Liujiang River is still in compliance. I personally believe that the treatment of cadmium pollution in Longjiang River is nearing completion.” According to a person in charge of a company that produced polyaluminum chloride for many years in Gongyi City, this polyaluminum chloride A large number of calls are mainly emergency. When the pollution is controlled, the launch stops. However, this incident will increase the awareness of pollution control of the government and related departments and some enterprises that produce more sewage, and it is also favorable for the trend of polyaluminum chloride.