① In October, the reference delivered price for HF procurement tenders from major plants in the East China market was 14,500–14,800 yuan/ton.
② The production quota for refrigerant R32 in 2026 is 282,762 tons (-8,108 tons), with a domestic use quota of 274,654 tons (-6,108 tons).
③ Domestic market offers for fluorinated refrigerant R32 are referenced at 65,500 yuan/ton; high-end export market offers are referenced at 63,500 yuan/ton.
④ For October 2026, home air conditioner production planning stands at 10.28 million units, down 10.84% year-on-year and up 5.44% month-on-month. Domestic sales production planning is 5.10 million units, down 8.36% year-on-year and down 5.36% month-on-month. Export production planning is 5.18 million units, down 13.09% year-on-year but up 18.81% month-on-month.
Table 1: Summary of Domestic Fluorinated Refrigerant Prices (Unit: Yuan/Ton)
| Market | Main Model | Specification | Oct 19 | Oct 20 | Change |
|---|---|---|---|---|---|
| East China | R22 | Bulk | 20,000-20,000 | 20,000-20,000 | 0/0 |
| East China | R32 | Bulk | 63,500-64,500 | 63,500-64,500 | 0/0 |
| East China | R125 | Bulk | 54,000-57,000 | 54,000-57,000 | 0/0 |
| East China | R134a | Bulk | 63,500-65,000 | 63,500-65,000 | 0/0 |
| East China | R143a | Bulk | 51,000-53,000 | 51,000-53,000 | 0/0 |
| Key Blends | |||||
| East China | R404A | Bulk | 53,000-54,000 | 53,000-54,000 | 0/0 |
| East China | R410A | Bulk | 57,000-59,500 | 57,000-59,500 | 0/0 |
| East China | R507A | Bulk | 53,000-54,000 | 53,000-54,000 | 0/0 |
Data Source: Chempricehub Information
Note: The above prices for mainstream refrigerant models represent ex-factory prices (tax-inclusive) for domestic trade in the East China market.
Based on the bulk market in East China, major manufacturers of fluorinated refrigerant R32 have maintained high prices by controlling supply volumes to support pricing. As of press time, quotes from major East China producers are referenced at 65,500 yuan/ton (coordinated domestic and export quotes); mainstream market quotes in East China are referenced at 63,500–64,500 yuan/ton, aligning with morning expectations. Market intelligence indicates that inquiries in the channel market for bulk goods have remained passively low over the long term, with fixed supply guaranteed for OEMs. Recent quarterly long-term agreement negotiations among enterprises are ongoing, awaiting finalization of actual orders. Shipment frequency for small-packaged goods has slowed, prompting source factories to strictly control spot inventory increases. Statistics show that the overall operating load across the fluorinated refrigerant R32 industry remains near 40%. Recently, factory production schedules and consumption forces have further contracted, and export volumes have declined. Amidst high-level sideways trading of R32, channel holders are seeking opportunities to offload inventory and reduce stock levels, showing weak intent to purchase high-cost sources while waiting for clear quote signals from major producers. Chempricehub forecasts that short-term strategy for fluorinated refrigerant R32 will focus on volume control to support prices, with negotiated contract pricing, while monitoring industry plant dynamics and production rhythms.
The capacity utilization rate for fluorinated refrigerant R32 is generally around 40%, with major mainstream enterprises primarily maintaining supply guarantees for air conditioner manufacturers.
The seller's market role for fluorinated refrigerant R32 remains unchanged. Major producers maintain firm quotes, prioritizing medium-level production pacing to ensure supply. Chempricehub forecasts that R32 will continue to trade in a high-level sideways consolidation.
Anhydrous Hydrofluoric Acid Market: Sentiment in the domestic anhydrous hydrofluoric acid market today is characterized by strong wait-and-see attitudes. Negotiation atmosphere within the market is active, and the transaction center for spot goods has risen significantly. However, order acceptance is limited, mainly because production enterprises are observing the post-holiday rebound in sulfuric acid prices, leading them to secure as much cargo as possible via contracts. Sulfuric acid indeed rebounded as expected after the holiday, squeezing profit margins within the market once again. As of press time, the mainstream delivered price for domestic anhydrous hydrofluoric acid in October is referenced at 14,500–14,800 yuan/ton, with the Shandong market referenced at 14,760–15,000 yuan/ton.
Dichloromethane Market: Based on the Shandong region, dichloromethane closed today at 2,975 yuan/ton (range: 2,950–3,000 yuan/ton), down from the previous working day. The domestic dichloromethane market saw a broad decline today. Industry operating rates remain around 70%, indicating a loose supply situation overall. Enterprises are flexibly adjusting their quotes based on their own shipment status and inventory levels. Bearish sentiment prevails in the market, with downstream users and traders making cautious small-volume purchases due to insufficient demand momentum. Sellers are driving shipments.
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