This week, the price trend of domestic fluorite has slightly declined. As of the weekend, the average price of domestic fluorite was 3575 yuan/ton, a decrease of 1.04% from the beginning of the week’s price of 3612.5 yuan/ton, and a year-on-year increase of 5.93%.

Supply side: Raw ore supply remains tight, fluorite still has support

The game situation in the domestic fluorite industry still exists, and overall, the operating rate of enterprises remains low. The main reason is the tension in upstream mining, and backward mines will continue to be eliminated. In terms of new mines, mineral investigation work is still difficult. In addition, mining accidents have occurred in some areas, and fluorite mining enterprises are facing increasingly strict safety and environmental requirements. Some mines are undergoing safety hazard inspections, which has increased the difficulty of operating fluorite mines, The shortage of raw materials has limited the production of fluorite enterprises. In addition, some manufacturers in the north are affected by rainy and snowy weather, resulting in limited production and tight spot supply of fluorite. The price decline in the fluorite market is not significant.

On the demand side: The price of hydrofluoric acid is declining, and the starting point of refrigerant production is low

This week, the domestic price trend of hydrofluoric acid has declined. The mainstream price of hydrofluoric acid discussed in various regions in China is 10600-11000 yuan/ton. The price of hydrofluoric acid has dropped by 0.15% this week. Recently, some devices are still in shutdown, and the spot supply of hydrofluoric acid has not changed much. The order situation of manufacturers for hydrofluoric acid is average, and the decline in hydrofluoric acid price is negative for the domestic fluorite market. Some hydrofluoric acid manufacturers purchase on demand, but the downstream market is not good, and the domestic fluorite market has slightly declined.

The market trend of downstream refrigerant products is temporarily stable, and the operating rate of the refrigerant industry remains low. The procurement of raw materials is not active, and the load of refrigerant R22 manufacturers is not high. Downstream procurement needs to follow up, and some enterprises have absorbed their quotas in advance. The monthly average quantity of remaining quotas is relatively small, and the price trend of R22 is mainly falling. The domestic R134a manufacturers are operating at low loads, but the actual high-end quotations have fallen, and the purchasing atmosphere has cooled. Currently, the market price of refrigerant R134a is mostly in the range of 26000-28000 yuan/ton. The demand in the refrigerant industry during the off-season is insufficient, and transactions are relatively flat. The refrigerant industry is maintaining low production, with poor demand, and the price of fluorite has slightly decreased.

In addition to the traditional demand in 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 decline of the fluorite market is limited.

Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines. Some mines have stopped production and are undergoing safety inspections. In addition, the supply in the northern region has decreased. However, the purchasing sentiment of hydrofluoric acid enterprises is poor, and the upstream and downstream game situation has intensified. Chen Ling, an analyst at Business Society, believes that the price of fluorite in the future market will mainly fluctuate.