Review of the market situation of polyaluminum chloride in 2025
According to the Commodity Market Analysis System of Shengyi Society, the average market price of solid (industrial grade, content ≥ 28%) polyaluminum chloride in China in 2025 was 1778.33 yuan/ton at the beginning of the year and 1711.67 yuan/ton at the end of the year, with an annual decline of 3.75%. The highest point of the year occurred on January 1st at 1778.33 yuan/ton, and the lowest point of the year occurred on September 21st at 1695.00 yuan/ton, with a maximum amplitude of 4.69%.
Continued bottoming out in the first half of the year: prices fell in a tiered manner from February to July, dropping to 1761.67 yuan/ton on February 10th, and briefly stabilized in the 1745 yuan/ton range from March to May. The decline accelerated from June to July, reaching the lowest point of the year at 1695 yuan/ton on July 20th, with a cumulative decline of 4.69% compared to the beginning of the year.
Stable at a low level in the second half of the year: Prices remained at a low level of 1695 yuan/ton in August and September. After October, supported by raw material costs and marginal recovery of downstream demand, the price slightly rebounded to 1711.67 yuan/ton and continued until the end of the year.
Looking at the whole year, the price of polyaluminum chloride has fallen from the high point at the beginning of the year, with a decline of 3.75% at the end of the year compared to the beginning of the year, and the overall market is in a weak operating state.
2026 polyaluminum chloride market forecast
Cost wise: According to the Commodity Market Analysis System of Shengyi Society, the domestic hydrochloric acid market is expected to experience a wide range of fluctuations and downturns in 2025. The average price at the beginning of the year was 110 yuan/ton, and the average price at the end of the year was 107.50 yuan/ton, a decrease of 2.27% for the whole year. The East China region is one of the main areas for hydrochloric acid production in China. Among them, Jiangsu Province is one of the important bases for hydrochloric acid production in China, with hydrochloric acid production ranking first in the country. The “14th Five Year Plan for the Development of Raw Material Industry” released by the National Development and Reform Commission clearly proposes to improve the comprehensive utilization level of by-products in the chlor alkali industry, encourage enterprises to build integrated circulation systems, and achieve efficient co production of chlorine gas, hydrogen gas, and hydrochloric acid. This policy directly promotes the upgrading of hydrochloric acid production mode dominated by chlor alkali industry.
Supply side: According to incomplete statistics, the current production capacity of polyaluminum chloride in China is mainly concentrated in provinces with complete raw material and industrial supporting facilities such as Henan, Shandong, and Jiangsu. Among them, Henan, as the core production area, accounts for more than 40% of the national production capacity. The average capacity utilization rate of the industry for the whole year is about 55% -60%, which is relatively low. Small and medium-sized manufacturers are affected by rising environmental costs, financial pressure, and low price competition, with operating rates generally less than 40%. However, top enterprises, relying on their scale and technological advantages, can achieve a capacity utilization rate of 70% -80%.
Demand side: The national “14th Five Year Plan” for water ecological environment protection continues to be implemented, and projects such as upgrading and renovating urban sewage treatment plants and treating black and odorous water bodies are accelerating, which will significantly stimulate demand in the water treatment field. With the recovery of domestic consumption and the return of overseas orders, the operating rates of industries such as papermaking and printing and dyeing are expected to gradually rise, driving the growth of procurement of polyaluminum chloride. The application and promotion of high-efficiency polyaluminum chloride in the treatment of difficult wastewater will increase the unit consumption of products and stimulate the growth of high-end demand.

Market forecast: In 2026, the domestic polyaluminum chloride market will show a weak equilibrium and fluctuating recovery pattern, with prices possibly fluctuating in the current low range. The overall focus will slightly increase compared to the second half of 2025, but the significant upward space is limited.