① Sentiment in the domestic fluorspar market remains cautious today, with limited upside potential for the future. The mainstream reference price for 97% wet fluorspar powder is 3,300–3,750 yuan/ton.
② The mainstream contract price for anhydrous hydrofluoric acid (AHF) downstream for October is tentatively referenced at 14,500–14,800 yuan/ton.
Table 1: Domestic Fluorspar Price Summary (Unit: Yuan/ton)
| Market | Specification | Oct 26 | Oct 27 | Change |
|---|---|---|---|---|
| Inner Mongolia | 97% Wet Powder | 3,300-3,400 | 3,300-3,400 | 0/0 |
| Zhejiang, Jiangsu | 97% Wet Powder | 3,500-3,600 | 3,500-3,600 | 0/0 |
| Jiangxi, Fujian | 97% Wet Powder | 3,700-3,750 | 3,700-3,750 | 0/0 |
| Shandong | 97% Wet Powder | 3,550-3,650 | 3,550-3,650 | 0/0 |
| Ningxia, Qinghai | 97% Wet Powder | 3,400-3,500 | 3,400-3,500 | 0/0 |
| Henan, Anhui | 97% Wet Powder | 3,400-3,500 | 3,400-3,500 | 0/0 |
| Key Downstream | ||||
| East China | Anhydrous Hydrofluoric Acid | 14,500-14,800 | 14,500-14,800 | 0/0 |
Data Source: Chempricehub Information
The overall sentiment in the domestic 97% fluorspar concentrate market remains weak today. Cautious observation dominates the market, primarily because downstream hydrogen fluoride pricing is imminent. While there are opposing pressures from sulfuric acid, expected objective price increases are bolstering bullish sentiment among fluorspar traders. Major northern producers have not yet announced clear resumption of operations. Currently, downstream buyers are mainly consuming high-grade fluorspar concentrates. Both rigid demand and winter stockpiling support market sentiment. Current delivered spot prices across domestic regions are referenced as follows: Inner Mongolia at 3,300–3,400 yuan/ton; Zhejiang at 3,500–3,600 yuan/ton; Jiangxi and Fujian at 3,700–3,750 yuan/ton; Shandong at 3,500–3,600 yuan/ton; Northwest China at 3,250–3,350 yuan/ton; Henan and Anhui at 3,250–3,350 yuan/ton. As of press time, the mainstream delivered price for domestic 97% wet fluorspar powder is referenced at 3,300–3,750 yuan/ton.
The monthly capacity utilization rate for anhydrous hydrofluoric acid in September was 57%.
Bullish momentum persists in the fluorspar market, though upside space is limited. The anhydrous hydrofluoric acid market continues to receive strong cost support.
Anhydrous Hydrofluoric Acid Market: Bullish sentiment prevails in the domestic AHF market today. During the bidding and pricing cycle, regional cost differentiation between North and South China has become prominent. This pricing round reflects a rise of 400 yuan/ton for northern supplies and 600 yuan/ton for southern markets. In the short term, the sulfuric acid market still anticipates upward movement, awaiting further market guidance. As of press time, the mainstream delivered price for domestic AHF in October is referenced at 14,500–14,800 yuan/ton, with the Shandong market at 14,760–15,000 yuan/ton.
Sulfuric Acid: Today, the Chempricehub index for 98% sulfuric acid stood at 1,395 yuan/ton, up 15 yuan/ton from yesterday, aligning with morning expectations. Cautious sentiment dominates the national sulfuric acid market, particularly in Hubei. Demand from downstream phosphate fertilizers remains sluggish. Coupled with the continued decline in sulfur and pyrite prices, downstream purchasing enthusiasm is limited, with transactions primarily based on immediate needs. Supply-side stability is generally maintained; major acid plants that underwent maintenance earlier plan to resume production next week, while some peripheral plants in Jiangxi have upcoming maintenance schedules, introducing slight variations in regional supply expectations. A major acid plant in Anhui plans to raise prices by 100 yuan/ton tomorrow, providing some psychological support to the market. The Northeast market continues its weak consolidation trend. Although some units at major acid enterprises in Huludao, Liaoning, are under maintenance, the overall reduction in regional supply is limited, offering little price support. New capacity in Yingkou has begun producing acid, but it is entirely self-consumed by downstream fertilizer plants, resulting in no substantial increase in commercial sulfuric acid supply for now, keeping short-term supply pressure manageable. Weak demand remains the primary drag. The downstream fertilizer industry is currently in a gap period between the end of autumn fertilizer sales and the start of winter stockpiling. Compound fertilizer plants operate at low rates, maintaining only rigid demand purchases for sulfuric acid with strong price-negotiation leverage. Additionally, acid prices in the Northeast remain higher than in other regions, facing competition from lower-priced acid inflows from Inner Mongolia. The Jiangsu market faces downward pressure. Raw material sulfur prices have declined recently, weakening cost support. Combined with increased local supply, sulfuric acid prices derived from sulfur have fallen. Most transactions follow a case-by-case negotiation model. Continuous inflow of low-priced smelting acid from outside the region further intensifies competition. There are no clear signs of demand recovery, suggesting continued weak market performance. Looking ahead, the domestic sulfuric acid market is expected to maintain a trend of regional divergence.
Refrigerants:
Based on the bulk liquid market in East China, major fluorocarbon refrigerant R32 producers are holding firm offers, controlling volumes to maintain prices. As of press time, mainstream large producers in East China offer at approximately 65,500 yuan/ton (coordinated for domestic and export markets); the mainstream bulk market offer in East China is 63,500–64,500 yuan/ton, consistent with morning expectations. Market intelligence indicates that inquiries for bulk liquid in channel markets have been passively low for an extended period. Bulk liquid supply is largely fixed for OEM manufacturers, while small-package shipment frequencies are slow. Consequently, source factories are strictly controlling spot inventory growth. Statistics show that the industry-wide operating load for R32 remains near 40%. Recently, factory production scheduling and consumption power have contracted further. Export volumes have rebounded, driving active destocking. With R32 prices trading sideways at high levels, channel holders are seeking opportunities to sell off inventory. Interest in purchasing high-cost inventory is weak, with buyers waiting for clearer pricing signals from major producers. Chempricehub forecasts that R32 will focus on volume control and price maintenance in the short term, with negotiated contracts determining pricing. Market participants are observing equipment dynamics and production scheduling rhythms within the industry.
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