Morning Briefing on China’s Fluorspar Wet Powder Market (20260909)

I. Key Points

1. The overall market for 97% fluorite wet powder faces weak supply and demand on both sides, with strong upward price push sentiment.
2. In September, the mainstream contract delivered price for anhydrous hydrofluoric acid is referenced at 15,050-15,200 yuan/ton.
3. Major producers of fluorinated refrigerant R32 maintain firm offers, with operating rates at approximately 40-50%.

Core logic: Fluorochemical feedstock market sentiment has cooled recently. Although the shutdown of a major North China plant has stimulated the market, it is not enough to change the fundamental contradiction of supply surplus.

II. Price List

III. Market Outlook

Yesterday, the domestic market for 97% fluorite fine powder remained highly wait-and-see. With the market having basically completed phased replenishment, players hold mixed views. Some believe that most downstream sectors have not yet stocked up for winter and therefore still have purchasing intentions, so there may still be room for upward movement. Others believe that price fluctuations will be limited in the coming period; although downstream demand continues to weaken, prices will not fall sharply, and trading will essentially follow market trends. Current spot delivered price references by region: Inner Mongolia 3,300-3,500 yuan/ton; Zhejiang 3,500-3,600 yuan/ton; Jiangxi and Fujian 3,750-3,800 yuan/ton; Shandong 3,550-3,600 yuan/ton; Northwest China 3,400-3,450 yuan/ton; Henan and Anhui 3,400-3,450 yuan/ton. As of press time, the mainstream delivered price for domestic fluorite wet powder is referenced at 3,300-3,800 yuan/ton.

IV. Data Table