The price of domestic fluorite declined. As of the 29th, the average price of domestic fluorite was 3300 yuan/ton, with a half month decline of 2.58%. Downstream procurement is not active in the near future, and the high price of fluorite has fallen back.

Supply side: normal production of fluorite enterprises

Recently, the operating rate of domestic supply side is relatively normal. Although mining enterprises are facing increasingly stringent safety and environmental protection requirements, the commencement of fluorite mines is still insufficient, but the recent commencement of fluorite flotation in the south is normal, the spot supply of fluorite is relatively sufficient, and some fluorite enterprises in the north have stopped working. On the whole, there are few new fluorite orders, the situation of goods delivery is weaker, and the high price of fluorite on the market falls back.

Demand side: Hydrofluoric acid market declines, refrigerant remains low

The price of hydrofluoric acid in the downstream market fell. As of the 29th, the domestic market price of hydrofluoric acid was 12500 yuan/ton, with a half month price decline of 2.02%. The domestic market trend of hydrofluoric acid declined, and some hydrofluoric acid plants were shut down, reducing the enthusiasm for upstream fluorite procurement. The decline in the price of hydrofluoric acid market had a negative impact on the upstream fluorite market, and the price trend of fluorite market declined.

The market of terminal downstream refrigerant products remains low, and the operating rate of the refrigerant industry is low. At present, the price trend of refrigerant R22 is temporarily stable, the market supply is normal, the demand for R22 market applications is low, and the R22 market quotation is in the range of 18000-19000 yuan/ton. The domestic R134a price has not changed much, the trichloroethylene price remains unchanged, and the R134a trading center remains low and stable. At present, the R134a market quotation is between 23000-25000 yuan/ton. Recently, the downstream refrigerant industry procurement is not active, and the refrigerant market is sluggish. For the upstream raw material procurement is limited, the price trend of fluorite has fallen back.

In addition to the traditional demand of the refrigerant industry in the downstream, fluorite, as an important mineral raw material for modern industry, has been continuously developed 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 cathode, photovoltaic panels, etc. With the demand of new energy, semiconductor and other fields driving, the outlook of the fluorochemical industry chain has been supported in the long run.

Future market forecast: The supply of raw material fluorite ore is still tight in the near future, but the purchasing sentiment of downstream hydrofluoric acid enterprises is not high. In addition, some downstream enterprises will stop production for holidays in the short term, and the price trend of fluorite market will fall back in the short term. In the long term, the new energy, semiconductor and new material industries will develop rapidly, which will support the demand for fluorite in the long term, and the price decline of fluorite market will be limited.