After the holiday, the price trend of domestic fluorite has significantly increased. As of the 8th, the average price of domestic fluorite was 3718.75 yuan/ton, with a price increase of 4.75% in the past two days. The price is currently at a high level within the year.

Supply side: Difficulty in starting raw ore production, shortage of fluorite in stock

The current situation of the game in the domestic fluorite industry still exists, and overall, the operating rate of enterprises remains low. The main reason is that upstream mining is tight, backward mines will continue to be phased out, new mines will be added, and mineral investigation work is still difficult. In addition, mining enterprises are facing increasingly strict safety and environmental requirements, and some mines are undergoing safety hazard inspections. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has restricted the operation of fluorite enterprises, As a result, it is difficult for fluorite flotation enterprises to improve their operations, and the spot price of fluorite is very tight, resulting in a significant increase in spot prices. As a result, the market price of fluorite continues to rise.

On the demand side: The price of hydrofluoric acid is rising, and the refrigerant market is rising

In October, the price trend of domestic hydrofluoric acid has increased, and the mainstream prices of hydrofluoric acid in various regions have been discussed, rising to 11400-11800 yuan/ton. Recently, some devices are still in shutdown, and there is little change in the spot supply of hydrofluoric acid. The order situation of manufacturers’ hydrofluoric acid is relatively normal, and the sulfuric acid market price is at a high level. This has affected the market price of hydrofluoric acid, which to some extent supports the market price of fluorite. In addition, the approaching winter storage, Some hydrofluoric acid manufacturers have started stocking their raw materials, resulting in a continuous upward trend in the fluorite market.

The market trend of downstream refrigerant products in the terminal market has increased, and the operating rate of the refrigerant industry has not changed much. The load of refrigerant R22 manufacturers is not high, and downstream procurement needs to follow up. Some enterprises have absorbed quotas in advance, and the monthly average quantity of remaining quotas is relatively small. The price trend of R22 has increased. The domestic R134a manufacturers are operating at low loads, and the price of R134a is rising. Some companies have a strong reluctance to sell, and there is currently no mentality of buying low-priced orders. Some businesses have seen price trends rise. Currently, costs are firm, and the export market has slightly warmed up for delivery. The current market quotation for refrigerant R134a is mostly in the range of 27000-29000 yuan/ton. Supply and cost factors have driven refrigerant companies to have a clear intention to increase prices, and cost has slightly highlighted the profit space of enterprises, Positive support for the upward trend of refrigerant market, to some extent, is beneficial for the domestic fluorite market price.

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 in fields such as national defense and nuclear industry, including lithium hexafluorophosphate, PVDF, graphite negative electrodes, photovoltaic panels, etc. With the demand driven by new energy and semiconductor industries, fluorite applications have received certain support, and the fluorite market has risen.

Future 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 the hydrofluoric acid market is rising, and hydrofluoric acid companies hold an optimistic attitude towards the later stage. The refrigerant market trend is rising, and as the temperature decreases in the northern fluorite production, there will be a decline. At that time, the tight spot situation will intensify. Business Society analyst Chen Ling believes that the fluorite price market is easy to rise but difficult to fall in the later stage.