Morning Market Brief: Domestic Wet Fluorite Powder

I. Key Focus Points

1. Market sentiment for 97% wet fluorite powder is strongly bearish, with limited purchasing activity across the board.
2. The mainstream contract delivered price for anhydrous hydrofluoric acid in October is referenced at RMB 14,500–14,800/ton. In the Shandong market, the mainstream contract delivered price for anhydrous hydrofluoric acid is referenced at RMB 14,760–15,000/ton.
3. Major producers have maintained firm quotations for refrigerant R32, with operating rates hovering around 40–50%.

Core Logic: Sentiment in the fluorine chemical raw materials sector has recently cooled. Although production halts by major northern enterprises have stimulated market trends, they are unlikely to change the fundamental contradiction of oversupply.

II. Price Table

Notes:

1. Prices listed are reference values based on mainstream negotiations.
2. Prices listed are inclusive of VAT and reflect delivered prices. Unit: RMB/ton.
3. Price fluctuations are compared against the closing prices of the previous trading day.

III. Market Outlook

Yesterday, the domestic market for 97% fluorite concentrate powder was generally sluggish. Recently, trading activity in the fluorite market has been quiet. While the supply side maintains a bullish stance due to rising costs and anticipated tightening of future supply, downstream demand follow-through remains weak. Additionally, some regions face pressure from sulfuric acid market trends, deepening the tug-of-war between supply and demand. However, downstream buyers' enthusiasm for entering the market is low, limiting potential upside. Current spot delivered prices across various domestic markets are referenced as follows: Inner Mongolia region at RMB 3,300–3,400/ton; Zhejiang region at RMB 3,500–3,600/ton; Jiangxi and Fujian regions at RMB 3,700–3,750/ton; Shandong region at RMB 3,550–3,650/ton; Northwest region at RMB 3,400–3,450/ton; Henan and Anhui regions at RMB 3,450–3,500/ton. As of press time, the mainstream delivered price for domestic wet fluorite powder is referenced at RMB 3,300–3,750/ton.

IV. Data Table

Note: The production profit margin is industry-level data reflecting the overall profitability status in mainstream regions, calculated as the ratio of industry profit to the average price.