Recently, the price trend of domestic fluorite has slightly increased. As of the 17th, the average price of domestic fluorite was 3781.25 yuan/ton, an increase of 1.68% compared to the 8th, and the price is currently at a high level within the year.
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Supply side: Frequent safety inspections, shortage of fluorite in stock
The current situation of the game in the domestic fluorite industry still exists, and overall, the operating rate of enterprises remains low. The main reason is that upstream mining is tight, backward mines will continue to be phased out, new mines will be added, and mineral investigation work is still difficult. In addition, some areas have encountered mining accidents, and fluorite mining enterprises are facing increasingly strict safety and environmental requirements. Some mines are undergoing safety hazard inspections, making it more difficult to start fluorite mines, The shortage of raw materials has restricted the operation of fluorite enterprises, making it difficult for fluorite flotation enterprises to improve their operations. The spot supply of fluorite is tight, and the price trend of fluorite market is deceiving money.
Demand side: Hydrofluoric acid procurement is not active, refrigerant market is temporarily stable
The recent trend of domestic hydrofluoric acid prices has been mainly stable, with the mainstream prices negotiated in various regions of the country ranging from 11400 to 11800 yuan/ton. Recently, some units are still in shutdown, with hydrofluoric acid starting at around 60%. The spot supply of hydrofluoric acid has not changed much, but resistance to high priced raw materials has increased, and procurement is not active. Some hydrofluoric acid manufacturers have reported serious losses, and downstream resistance has intensified, To some extent, it limits the growth of the fluorite market.
The market for downstream refrigerant products in the terminal is mainly stable, and the operating rate of the refrigerant industry has not changed much. The load of refrigerant R22 manufacturers is not high, and downstream procurement needs to follow up. Some enterprises have absorbed quotas in advance, and the monthly average quantity of remaining quotas is relatively small. The price trend of R22 is temporarily stable. Domestic R134a manufacturers operate at low loads, with stable prices and strong reluctance to sell. However, the situation of new orders is not ideal, coupled with strong costs, and the actual changes in the export market are not significant. Currently, the market quotation for refrigerant R134a is mostly in the range of 27000-29000 yuan/ton. The recent trend of refrigerant market is mainly stable, and the refrigerant operating rate remains low. For upstream raw material procurement, on-demand procurement is the main trend, which is negative for the fluorite market.
In addition to the traditional demand of the refrigerant industry, fluorite, as an important mineral raw material in modern industry, is constantly developing in emerging fields. It is also applied in strategic emerging industries such as new energy and new materials, as well as in fields such as national defense and nuclear industry, including lithium hexafluorophosphate, PVDF, graphite negative electrodes, photovoltaic panels, etc. With the demand driven by new energy and semiconductor industries, fluorite applications have received certain support, The fluorite market remains at a high level.
Future Market Forecast: It is difficult to improve the supply of domestic fluorite mines in the near future, and some mines have ceased production to undergo safety inspections. However, the purchasing sentiment of hydrofluoric acid enterprises is poor, and the upstream and downstream game situation is intensifying. Business Society analyst Chen Ling believes that the upward trend of fluorite will be hindered in the future, and the price trend of fluorite will mainly fluctuate.
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