Core Logic: Market sentiment for fluorine chemical feedstocks has recently cooled. Although shutdowns by major northern producers 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 |
|---|---|---|---|---|---|---|---|---|
| Fluorite | 97% Wet Powder | North China | Inner Mongolia | 3,300 | 3,500 | 3,450 | Delivered | |
| Fluorite | 97% Wet Powder | East China | Zhejiang | 3,500 | 3,600 | 3,550 | Delivered | |
| Fluorite | 97% Wet Powder | East China | Jiangxi, Fujian | 3,750 | 3,800 | 3,800 | Delivered | |
| Fluorite | 97% Wet Powder | East China | Shandong | 3,550 | 3,600 | 3,550 | Delivered | |
| Fluorite | 97% Wet Powder | Northwest China | Ningxia, Qinghai | 3,400 | 3,450 | 3,450 | Delivered | |
| Fluorite | 97% Wet Powder | Central China | Henan, Anhui | 3,400 | 3,450 | 3,450 | Delivered |
Notes:
Last week, the domestic market for 97% fluorite concentrate powder was characterized by widespread wait-and-see sentiment. Market atmosphere softened compared to earlier periods. Most downstream sectors had already completed their phased restocking, leading to divergent views among traders. Some believe that downstream consumption remains driven by rigid demand and inventory drawdowns, with no significant pre-winter stockpiling activities; therefore, although there is an expectation of slight price loosening, the downside space is limited. Others argue that current prices represent a peak that may not be seen again soon, prompting them to actively sell off inventory.
Current spot delivered price references by region are as follows:
As of press time, the mainstream delivered price for domestic 97% wet fluorite powder ranges from RMB 3,300 to 3,800 per ton.
| Data Type | Sep 10 | Sep 11 | Change Rate | Weekly Forecast |
|---|---|---|---|---|
| Production Profit Margin | 18.92 | 18.92 | 0.00% | ↗ |
Note:
The production profit margin is industry-level data reflecting the overall profitability in mainstream regions, calculated as the ratio of industry profit to the average price.
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