Sentiment in the fluorite market has cooled, with wait-and-see attitudes deepening.
The reference delivered price for anhydrous hydrogen fluoride (AHF) November mainstream contracts is 15,300–15,650 RMB/ton.
Demand follow-up for AHF remains insufficient, capacity utilization has contracted, and supply-demand dynamics have intensified.
| Figure 1: Domestic Fluorite Price Trends (2022–2026) (Unit: RMB/ton) | Figure 2: Domestic Fluorite Price Trends (2025–2026) (Unit: RMB/ton) |
|---|---|
| Data Source: Chempricehub Information | Data Source: Chempricehub Information |
This week, the domestic market for 97% fluorite fine powder saw mixed movements, with strong wait-and-see sentiment prevailing. Market conditions were clearer across northern and southern regions. In the north, transaction prices shifted downward due to external supply sources and long-term bearish views among traders. Conversely, the southern market maintained upward momentum in transaction prices due to persistent tight supply and limited external replenishment. Consequently, the "south high, north low" price differential persists, with rising prices in the south and falling prices in the north.
From a downstream perspective, major plants in the north have resumed production. Additionally, terminal quotas for refrigerants have largely hit their floor, leading to expectations of reduced future fluorite consumption. Downstream inventory levels vary; northern factories generally hold inventories within safe thresholds, while southern downstream factories, having faced prolonged high prices, tend to adopt a "follow-the-market" procurement strategy, leaving them more passive regarding future developments.
Current spot delivered price references by region are as follows: Inner Mongolia at 3,300–3,400 RMB/ton; Zhejiang at 3,600–3,700 RMB/ton; Jiangxi and Fujian at 3,700–3,800 RMB/ton; Shandong at 3,450–3,550 RMB/ton; Northwest China at 3,400–3,450 RMB/ton; Henan and Anhui at 3,450–3,500 RMB/ton. As of press time, the mainstream delivered price for domestic wet fluorite powder ranges from 3,300 to 3,800 RMB/ton.
Weekly Anhydrous Hydrogen Fluoride (AHF) Market Overview:
Sentiment in the domestic AHF market cooled this week. Under the influence of various factors, the overall market remained calm. On the raw material side, the sulfuric acid market continued to soften, providing room for profit margins. The fluorite market also showed signs of loosening with mixed price movements; southern markets were pushed higher due to tight supply, though overall volatility was limited.
Supply-side changes were the most significant variable this week. Major northern plants announced the resumption of operations, expecting a notable short-term increase in supply. Other producers may reduce output in the future. While demand currently appears stable, mainstream downstream refrigerant industry quotas have largely reached their limit, export markets remain constrained, and end-user demand for lithium hexafluorophosphate is below expectations, resulting in overall weakening trends.
As of press time, the mainstream delivered price for AHF in East China for November is referenced at 15,300–15,650 RMB/ton, while in Shandong it is 15,500–15,600 RMB/ton.
In summary, high-price transactions in the southern market continue to guide sentiment, while news of production resumptions at major northern plants offsets confidence. More information is needed to clarify future directions. Chempricehub expects the domestic fluorite market to fluctuate within a range next week.
Comments
0