One-Week Outlook for the Domestic Wet Fluorspar Powder Market

I. Key Points

1. The market for 97% wet fluorite powder is characterized by weak supply and demand, yet strong upward momentum persists.
2. The mainstream contract delivered price for anhydrous hydrofluoric acid in October is referenced at 14,500–14,600 CNY/ton.
3. Major producers of R32 refrigerant maintain firm quotes, 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 plants have stimulated the market, they are unlikely to change the fundamental contradiction of oversupply.

II. Price List

Notes:

1. Prices listed are reference prices based on mainstream negotiations.
2. Prices are delivered, tax-inclusive. Unit: CNY/ton.
3. Price changes are compared to the closing price of the previous trading day.

III. Market Outlook

Last week, the domestic market for 97% fluorite concentrate powder was dominated by a wait-and-see attitude. Currently, bearish sentiment is strong. Last week, purchasing focus from some northern demand sectors shifted to restocking after price increases driven by freight costs (+50 CNY/ton). However, the pricing of anhydrous hydrofluoric acid dropped by 600 CNY/ton, deepening bearish sentiment among traders. Most traders had largely completed inventory sell-offs earlier and are now following market trends, though some continue to accumulate stocks. The sharp decline in downstream prices has strengthened their reluctance to sell, while procurement costs have increased compared to previous periods.

Current spot delivered prices across domestic markets are referenced as follows:

• Inner Mongolia: 3,350–3,500 CNY/ton
• Zhejiang: 3,500–3,600 CNY/ton
• Jiangxi & Fujian: 3,800–3,850 CNY/ton
• Shandong: 3,550–3,600 CNY/ton
• Northwest: 3,400–3,450 CNY/ton
• Henan & Anhui: 3,450–3,500 CNY/ton

As of publication, the mainstream delivered price for domestic 97% wet fluorite powder is referenced at 3,350–3,850 CNY/ton.

IV. Data Table