Price trend in September

According to the bulk list data of business society, the market price trend of cryolite continued to rise in September. The average market price at the end of the month was 6575 yuan / ton, an increase of 1.54% over the price of 6475 yuan / ton at the beginning of the month and 16.03% year-on-year.

Analysis of industrial chain in the month

In September, the cryolite market in Henan was sorted upward, the upstream raw materials were tight, and the enterprise inventory was tight. During the month, the enterprise adjusted the price according to its own shipment, and the cryolite price increased continuously. In terms of devices, the devices of domestic cryolite enterprises operated normally and started smoothly this month. The manufacturers in Henan had low production capacity, tight inventory, high cryolite quotation and acceptable downstream demand. The enterprises sold according to the order, and the actual transaction price was flexible. As of the 30th, the ex factory price of cryolite in Henan was 6500-6800 yuan / ton, up 200 yuan / ton month on month; The ex factory price in Shandong will be increased by 200 yuan / ton at the same time, and the quotation is about 6700 yuan / ton, mainly through negotiation.

Upstream, the domestic fluorite market remained stable. On September 30, the average price of fluorite was 2666.67 yuan / ton, a slight increase of 0.42% in the month. Affected by environmental protection, the mine is underoperated, and the price trend of fluorite rises slightly due to the rising price of refrigerant. At present, the market demand is weak, the trading of fluorite is general, and there is no good news in the market. It is expected that the market will wait and see in the later stage.

The downstream aluminum industry operated at a high level in September. Affected by the dual control of energy consumption, the production capacity was reduced, the supply was tight, the domestic demand came out of the off-season, the demand for photovoltaic, automobile and other industrial materials maintained growth, which continued to be good for the aluminum price. Under the market game, the future market continued to fluctuate at a high level.

Future forecast

At present, the supply of cryolite market is tight, the downstream demand is OK, the high quotation of enterprises is strong, the on-site mentality is mainly wait-and-see, the raw materials are tight, and there is no possibility of short-term price reduction. It is expected that the cryolite market will be stable and wait-and-see in the later stage.