This week, the price trend of domestic fluorite has slightly increased. As of the 27th, the average price of domestic fluorite was 3375 yuan/ton, an increase of 0.56% from the price of 3356.25 yuan/ton on the 20th, and a year-on-year increase of 13.66%.

Supply side: Some mines are facing slow resumption of fluorite work due to rectification

The game situation in the domestic fluorite industry still exists, and overall, the operating rate of enterprises has slightly increased. Upstream mining is tight, and backward mines will continue to be eliminated. In terms of new mines, mineral investigation work is still difficult. In addition, recent national departments have issued inquiries to rectify fluorite mines. 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 limited the progress of fluorite enterprises in resuming work and production. In addition, due to the impact of rectification news, fluorite prices have slightly increased.

On the demand side: The market for hydrofluoric acid is rising, and refrigerant production is still feasible

Recently, the price trend of domestic hydrofluoric acid has risen, and the mainstream price of hydrofluoric acid in various regions has been negotiated to rise to 10200-10700 yuan/ton. The downstream hydrofluoric acid market has also risen, and some devices are still in shutdown. There is not much change in the spot supply of hydrofluoric acid, and the order situation of manufacturers for hydrofluoric acid is normal. The rise in hydrofluoric acid prices is beneficial to the domestic fluorite market, and some hydrofluoric acid manufacturers purchase according to demand. The domestic fluorite market has slightly increased.

The price trend of downstream refrigerants at the terminal is temporarily stable, and the operating rate of the refrigerant industry has not changed much. Recently, dealer purchases have been average, and the price trend of R22 is temporarily stable. The mainstream of negotiations is between 25000 and 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, while the market for some other types of refrigerant products is rising, which has affected the price of fluorite.

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 fluorite market has slightly increased.

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 hydrofluoric acid market is rising, and the downstream refrigerant industry is gradually entering the peak production season. Positive factors support this. Chen Ling, an analyst at Business Society, believes that there is still room for fluorite prices to rise in the future.