The domestic fluorite price trend has remained stable this week, with an average price of 3350 yuan/ton as of the end of the month, which is the same as the price of 3350 yuan/ton at the beginning of the week, and an increase of 13.56% year-on-year.
Supply side: Enterprises gradually resume work, fluorite market temporarily stable
The game situation in the domestic fluorite industry still exists, and overall, the operating rate of enterprises has slightly increased. On the one hand, upstream mining is tight, and backward mines will continue to be eliminated. On the other hand, in terms of new mines, mineral investigation work is still difficult. In addition, fluorite mining enterprises are facing increasingly strict safety and environmental requirements, and some mines are conducting safety hazard inspections. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has restricted their operation. On the other hand, enterprises are gradually resuming work during the Spring Festival holiday, and the supply of fluorite has increased. The price trend of fluorite is temporarily stable.
On the demand side: stable market for hydrofluoric acid, rising refrigerant prices
The domestic price trend of hydrofluoric acid has remained stable this week, with mainstream prices of 9800-10200 yuan/ton negotiated in various regions. The hydrofluoric acid market has remained stable this week, with some units still in shutdown. There has been little change in the spot supply of hydrofluoric acid, and manufacturers have fewer orders for hydrofluoric acid. The low price of hydrofluoric acid is bearish for the domestic fluorite market, and some hydrofluoric acid manufacturers purchase on demand. The domestic fluorite market is temporarily stable.
The market for some downstream refrigerant products has risen, and the operating rate of the refrigerant industry has not changed much. Refrigerant R22 manufacturers have raised their factory prices due to quota issues, and distributors have been more active in purchasing. The price trend of R22 has increased, with the mainstream of negotiations ranging from 25000 to 27000 yuan/ton. The quota cycle in the refrigerant market has begun, and it is difficult for enterprises to change their reluctance to sell. The quota for R134a in China is relatively tight, and some manufacturers have raised their factory prices. Currently, the market quotation for R134a refrigerant is mostly in the range of 31000-33000 yuan/ton. The overall transaction in the refrigerant industry is still good, but the production in the refrigerant industry remains sluggish, and the price trend of fluorite is temporarily stable.
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 national defense and nuclear industry, including lithium hexafluorophosphate, PVDF, graphite negative electrodes, photovoltaic panels, etc. With the driving force of demand in new energy and semiconductor fields, fluorite applications have received certain support, and the fluorite market has remained stable.
Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines, and some mines have stopped production for safety inspections. In addition, the trend of refrigerant product prices has increased, and demand has improved. However, as fluorite enterprises continue to resume work and production, the supply has increased. In addition, the hydrofluoric acid market has not improved, and Chen Ling, an analyst at Business Society, believes that there is still resistance to the price increase of fluorite in the future.
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