Morning Market Briefing: Domestic Wet Fluorite Powder

I. Key Focus Points

1. The market for 97% wet fluorspar powder is awaiting further guidance from multiple factors, with participants in a holding pattern pending concrete developments.
2. For November, the mainstream contract delivered price for anhydrous hydrogen fluoride (AHF) is referenced at RMB 15,300–15,650/ton, while in the Shandong market, it is referenced at RMB 15,500–15,600/ton.
3. Quotations for refrigerant R32 from major producers remain firm, with operating rates hovering around 40–50%.

Core Logic: Participants in the fluorine chemical raw materials sector are adopting a cautious wait-and-see approach. While short-term supply remains relatively tight, continuously declining demand is weighing on market sentiment.

II. Price Table

III. Market Outlook

Yesterday, the domestic market for 97% fluorspar concentrate deepened its tug-of-war dynamics. Currently, the overall atmosphere is becoming clearer. In northern markets, the trend is weak consolidation; although suppliers maintain a strong stance on pricing, downstream buyers are aggressively pushing for price cuts, suggesting that prices may decline slightly within a narrow range amid this standoff. In southern markets, supply and demand continue to struggle. Suppliers anticipate halting production later to support prices, while downstream users, facing supplier solidarity, are actively seeking high-quality alternative sources from outside regions. Current spot delivered prices across domestic regions are referenced as follows: Inner Mongolia at RMB 3,300–3,400/ton; Zhejiang at RMB 3,600–3,700/ton; Jiangxi and Fujian at RMB 3,700–3,800/ton; Shandong at RMB 3,550–3,650/ton; Northwest region at RMB 3,400–3,450/ton; Henan and Anhui at RMB 3,450–3,500/ton. As of press time, the mainstream delivered price for domestic wet fluorspar powder is referenced at RMB 3,300–3,800/ton.

IV. Data Table