1、 Price trend

According to the data of the business news agency’s block list, the price trend of cryolite in Henan this week was stable, moderate and downward. The average price of cryolite in Henan at the weekend was 6400 yuan / ton, down 0.52% compared with last weekend, which was the same as that of last month.

2、 Market analysis

As of the 30th, the ex factory price of cryolite in Shandong Province was 6000-6800 yuan / ton, while that in Henan Province was 6300-6500 yuan / ton. The regional price was stable compared with last week. According to the plant operation of manufacturers in Henan Province, the output of Zhengzhou Tianrui grain Co., Ltd. is 30000 tons / year, the plant starts normally, and the whole plant load of Jiaozuo Minli Industrial Co., Ltd; The annual capacity of cryolite plant of Shandong Zibo Kunyu industry and Trade Co., Ltd. is 40000 tons. The plant is in normal operation, and there is no shutdown plan for the time being. At present, cryolite enterprises are running stably, the market inventory is sufficient, and the downstream demand is fair.

In terms of downstream electrolytic aluminum, the price trend fluctuated and went up this week, with an increase of 3.46%. The domestic aluminum social inventory was relatively low, the downstream demand side consumption was strong, and the aluminum consumption demand was good. With the implementation of China’s aluminum industry to accelerate the carbon peak target, the aluminum spot market went to the warehouse obviously, and the aluminum market trend continued to go up in the future, which supported the cryolite industry well. On the upstream side, the domestic fluorite market was weak this week. The average price of domestic production was 2661.11 yuan / ton at the weekend, which fell by 1.24% in the week. At present, the mines and flotation units in the fluorite yard started normal, and the supply of goods increased. However, fluorite manufacturers reported that the order situation was general, and the fluorite price might continue to be weak in the later period.

3、 Future forecast

At present, the domestic manufacturers of cryolite have a stable start-up, sufficient market supply, and the industry mainly has a wait-and-see mentality. The downstream aluminum industry has a strong consumption, and the support is good. In the later stage, the cryolite market or upward consolidation, and the specific attention is paid to the market demand.