Morning Market Alert for Domestic Fluorite Wet Powder

I. Key Focus Points

1. The market for 97% wet fluorspar powder exhibits weak supply and demand, yet bullish sentiment remains strong.
2. For anhydrous hydrogen fluoride in September, mainstream contract delivered prices are referenced at RMB 15,050–15,200/ton, while spot market delivered prices are referenced at RMB 15,500–16,000/ton.
3. Major producers of refrigerant R32 maintain firm offer prices, with operating rates hovering around 40–50%.

Core Logic: Sentiment in the fluorine chemical feedstock sector has recently cooled. Although shutdowns by major northern plants have stimulated the market, they are unlikely to alter the fundamental contradiction of oversupply.

II. Price List

III. Market Outlook

Yesterday, the domestic market for 97% fluorspar concentrate powder showed significant wait-and-see sentiment. With downstream tender pricing approaching, bearish sentiment in the fluorspar market intensified. On the supply side, external sources have been abundantly replenished recently, and some domestic mining enterprises and processing plants are undergoing rectification as scheduled, suggesting a potential batch recovery in the future. However, raw ore supply remains tight, and most external replenishments consist of medium-to-high-grade fluorspar powder. On the demand side, market participation enthusiasm is currently low, with expectations of declining consumption ahead. Current spot delivered price references by region are: Inner Mongolia RMB 3,300–3,500/ton; Zhejiang RMB 3,500–3,600/ton; Jiangxi and Fujian RMB 3,800–3,850/ton; Shandong RMB 3,550–3,600/ton; Northwest China RMB 3,400–3,450/ton; Henan and Anhui RMB 3,400–3,450/ton. As of press time, the mainstream delivered price for domestic wet fluorspar powder is referenced at RMB 3,300–3,850/ton.

IV. Data Table