The price trend of domestic fluorite continues to rise, with an average price of 3375 yuan/ton as of the 21st, an increase of 0.75% compared to the price of 3350 yuan/ton on the 15th, and a year-on-year increase of 21.35%.

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. The spot price remains at a high level during negotiations, which has affected the continuous rise of fluorite market prices.

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

The price trend of domestic hydrofluoric acid has increased, and the mainstream price of hydrofluoric acid in various regions has been negotiated to increase to 10200-10600 yuan/ton. Recently, some devices are still in shutdown, and the spot supply of hydrofluoric acid has not changed much. 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 raw materials, resulting in a slight increase 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 to sell low-priced orders. Some businesses have seen price trends rise. Currently, costs are firm, and the reluctance of companies to sell is escalating. The current market quotation for refrigerant R134a is mostly in the range of 26000 to 28000 yuan/ton. Supply and cost factors have driven refrigerant companies to have a clear intention to raise prices, and export orders have rebounded. The transmission of the industrial chain is smooth, The cost boost slightly highlights the profit margin of enterprises, which is beneficial for supporting the upward trend of refrigerant market and 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: It is difficult to improve the supply of domestic fluorite mines in the near future, 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 in the later stage, as the temperature decreases, the start of fluorite production in the north will decline. At that time, the tight spot situation will intensify. Business Society analyst Chen Ling believes that fluorite prices in the later stage