Core Logic: Market sentiment for fluorine chemical feedstocks has cooled recently. Although shutdowns by major northern plants have stimulated the market, they are unlikely to alter the fundamental contradiction of oversupply.
| Product | Specification | Market | Region | Low Price | High Price | Price | Transaction Method | Remarks |
|---|---|---|---|---|---|---|---|---|
| Fluorspar | 97% Wet Powder | North China | Inner Mongolia | 3300 | 3500 | 3450 | Delivered | |
| Fluorspar | 97% Wet Powder | East China | Zhejiang | 3500 | 3600 | 3550 | Delivered | |
| Fluorspar | 97% Wet Powder | East China | Jiangxi, Fujian | 3800 | 3850 | 3850 | Delivered | |
| Fluorspar | 97% Wet Powder | East China | Shandong | 3550 | 3600 | 3550 | Delivered | |
| Fluorspar | 97% Wet Powder | Northwest | Ningxia, Qinghai | 3400 | 3450 | 3450 | Delivered | |
| Fluorspar | 97% Wet Powder | Central China | Henan, Anhui | 3400 | 3450 | 3450 | Delivered | |
| Notes: 1. Prices listed are reference prices based on mainstream negotiations. | ||||||||
| 2. Prices listed are delivered, tax-inclusive. Unit: RMB/ton. | ||||||||
| 3. Price fluctuations are compared against the previous trading day's closing price. |
Yesterday, the domestic market for 97% fluorspar concentrate exhibited strong wait-and-see sentiment. Currently, the overall atmosphere leans bearish. With downstream pricing imminent, negative sentiment is pronounced. Although pre-holiday factors provide some support, future demand is expected to decline significantly. Mainstream downstream enterprises intend to reduce operating loads to digest high inventory levels. Additionally, the sulfuric acid market has seen a range-bound decline, alleviating pressure on hydrofluoric acid costs. However, fluorspar prices are already at high levels, lacking sufficient support for further increases.
Current spot delivered prices across various domestic markets are as follows:
As of press time, the mainstream delivered price for domestic wet fluorspar powder is referenced at RMB 3,300–3,850/ton.
| Data Type | Sep 15 | Sep 16 | Change Rate | Weekly Expectation |
|---|---|---|---|---|
| Production Profit Margin | 20.00 | 20.00 | 0.00% | ↗ |
| Notes: | ||||
| Production profit margin is industry-level data reflecting the overall profitability in mainstream regions, calculated as the ratio of industry profit to average price. |
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