Morning Market Update for the Domestic Wet Fluorite Powder

I. Key Points

1. The market for 97% wet fluorite powder is weak in both supply and demand, with strong upward pressure.
2. The mainstream contract delivered price for anhydrous hydrofluoric acid in October is referenced at RMB 14,500–14,800 per ton; the mainstream contract delivered price in the Shandong market is referenced at RMB 14,760–15,000 per ton.
3. Major manufacturers maintain firm quotes for Fluorinated Refrigerant R32, with operating rates around 40–50%.

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

II. Price Table

III. Market Outlook

Yesterday, the domestic market for 97% fluorite concentrate powder showed strong wait-and-see sentiment. Downstream anhydrous hydrofluoric acid pricing has reached a stage of consolidation, centering on RMB 14,500–14,800 per ton, with declines concentrated in the range of RMB 500–600 per ton. The Shandong market center is higher, focusing on RMB 15,000 per ton, with declines concentrated in the range of RMB 200–300 per ton. Purchase prices from major southern plants for fluorite remain relatively stable, providing guidance, while wait-and-see sentiment within the fluorite market remains strong. The outlook continues to be cautious, watching for reverse squeeze effects from the sulfuric acid market. Current spot delivered price references across various domestic markets are: Inner Mongolia region RMB 3,350–3,500 per ton; Zhejiang region RMB 3,500–3,600 per ton; Jiangxi and Fujian regions RMB 3,800–3,850 per ton; Shandong region RMB 3,550–3,650 per ton; Northwest region RMB 3,400–3,450 per ton; Henan and Anhui regions RMB 3,450–3,500 per ton. As of publication time: The mainstream delivered price for domestic wet fluorite powder is referenced at RMB 3,350–3,850 per ton.

IV. Data Table