This week, the domestic fluorite price trend has risen. As of the weekend, the average domestic fluorite price was 3775 yuan/ton, an increase of 0.17% from the beginning of the week price of 3768.75 yuan/ton and a year-on-year increase of 12.48%.

Supply side: Mining operations are limited, fluorite supply remains tight

The current situation of the game in the domestic fluorite industry still exists. Overall, the operating rate of enterprises has not changed much. Upstream mining is tight, backward mines will continue to be eliminated, and new mines will be added. Mineral investigation work is still difficult. In addition, national departments need to rectify fluorite mines, and fluorite mining enterprises are facing increasingly strict safety and environmental protection requirements. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has limited the operation of fluorite enterprises. The supply of fluorite sources is still tight, and the inventory of fluorite enterprises is low. Some fluorite manufacturers are gradually recovering. However, the fluorite supply in northern regions is obviously insufficient, and the fluorite market trend has slightly risen this week.

Demand side: Hydrofluoric acid price temporarily stable, refrigerant market rising

This week, the domestic price of hydrofluoric acid has remained stable, with mainstream prices ranging from 11300 to 11800 yuan/ton in various regions of China. The downstream hydrofluoric acid equipment is still in shutdown, and there is little change in the spot supply of hydrofluoric acid. Manufacturers mainly purchase hydrofluoric acid on demand, and the overall production of hydrofluoric acid remains at more than 50%. Fluorine enterprises maintain essential orders, mainly consuming inventory. The market price trend of hydrofluoric acid is temporarily stable, and the price of fluorite is not affected by this news.

The downstream refrigerant market is on the rise, coupled with the strengthening of terminal policies in the refrigerant industry, demand is expected to achieve substantial improvement. Fluorine chemical enterprises within quota control have strong confidence in raising prices in the refrigerant market. Currently, the main trend in the foreign trade market is price increases, and upstream products are mainly purchased on demand. The trend of refrigerant market is rising, which has led to an increase in domestic fluorite market prices.

In addition to the traditional demand in the refrigerant industry, fluorite, as an important mineral raw material for 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 national defense, nuclear industry and other fields, including lithium hexafluorophosphate, PVDF、 Graphite negative electrodes, photovoltaic panels, etc., have received certain support in the application of fluorite due to the demand for new energy and semiconductors.

Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines, and some mines have stopped production to undergo safety inspections. The tight supply of fluorite mines is a major positive support for the fluorite market. In addition, the downstream refrigerant market has risen, but the acceptance of hydrofluoric acid enterprises is limited. Overall, the domestic fluorite market price is mainly fluctuating.