This week, the price trend of domestic fluorite is temporarily stable. As of the weekend, the average price of domestic fluorite is 3062.5 yuan/ton, which is the same as the price of 3062.5 yuan/ton at the beginning of the week, with a year-on-year increase of 13.89%.

On the supply side: fluorite production starts to maintain supply with little change

The current game situation in the domestic fluorite industry still exists, and overall, the operating rate of enterprises remains stable, and the spot supply of fluorite is normal. On the one hand, there is still tension in upstream mining, and outdated mines will continue to be phased out. In terms of adding new mines, mineral investigation work remains challenging. In addition, mining enterprises are facing increasingly strict safety and environmental requirements, making it more difficult to start fluorite mines. The shortage of raw materials has restricted fluorite enterprises from starting operations. On the other hand, the operating load of domestic hydrofluoric acid remains below 60%, and there is still a strong demand for fluorite procurement. Some hydrofluoric acid enterprises are shutting down, and the demand based procurement of raw fluorite is the main focus. The price trend of fluorite is temporarily stable.

On the demand side: The price of hydrofluoric acid is weak and stable, and the refrigerant market is sluggish

The price trend of domestic hydrofluoric acid is temporarily stable, with the mainstream price discussed in various regions of the country ranging from 9300 to 9700 yuan/ton. Recently, some devices have been shut down and waiting for market demand, and the spot supply of hydrofluoric acid has not changed much. The order situation of manufacturers for hydrofluoric acid is weak, which has affected the weak market situation of hydrofluoric acid. The terminal demand is not good, and the demand for fluorite is mainly for procurement, and the price trend of fluorite market is stable.

The market for downstream refrigerant products at the terminal is sluggish, and the operating rate of the refrigerant industry remains low. Due to quota elimination in the R22 market, large-scale units have replaced R507 products, resulting in a slow increase in product sales. The fluoropolymer market continues to be sluggish, refrigerant R22 manufacturers have low load, domestic market performance is weak, inventory digestion is the main focus, and procurement demand has not yet followed up. The domestic R134a manufacturers are operating at low loads, and the price trend of R134a is temporarily stable. Currently, on-demand procurement is the main trend, while downstream enterprises are not operating high. Traders have a strong wait-and-see attitude, and the demand for consumer orders has not yet warmed up. Market confidence is insufficient. Currently, the market quotation for refrigerant R134a is mostly in the range of 23000-25000 yuan/ton, and some enterprises have not resumed production. The demand orders are still small, and the market is stagnant. Overall, the refrigerant market is not good, In addition, the export market has declined, resulting in weak domestic and foreign demand. The refrigerant market is sluggish, and upstream raw material procurement is scarce. The fluorite market price is mainly stable.

In addition to the traditional demand of the refrigerant industry in the downstream, fluorite, as an important mineral raw material for modern industry, is constantly developing in demand in emerging fields. It is also used in strategic emerging industries such as new energy and new materials, as well as in national defense, nuclear industry and other fields, including Lithium hexafluorophosphate, PVDF, graphite anode, photovoltaic panels, etc. With the demand of new energy and semiconductor and other fields, fluorite applications have been supported to a certain extent.

Future Market Forecast: The supply of fluorite ore is still tight in the near future, but the hydrofluoric acid market is not good, and the operation of hydrofluoric acid plants remains low. In addition, there is no significant improvement in demand in the refrigerant industry, and the refrigerant market is sluggish. Long and short factors together affect the market. Chen Ling, an analyst at Business Society, believes that the trend of fluorite prices may be weak and stable in the future.