Morning Market Brief: Domestic Fluorite Wet Powder Market (September 15, 2026)

I. Key Points

1. The market for 97% wet fluorspar powder showed weak supply and demand, with strong upward pressure on prices.
2. For September, the mainstream contract delivered price of anhydrous hydrogen fluoride (AHF) is referenced at RMB 15,050–15,200/ton, while the spot market delivered price is referenced at RMB 15,500–16,000/ton.
3. Quotations from major manufacturers for refrigerant R32 remain firm, with operating rates hovering around 40–50%.

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

II. Price List

Note:

1. Prices listed above are reference values based on mainstream negotiations.
2. Prices listed above are inclusive of VAT and delivery costs. Unit: RMB/ton.
3. Price fluctuations are compared against the closing price of the previous trading day.

III. Market Outlook

Yesterday, the domestic market for 97% fluorspar concentrate powder was characterized by widespread wait-and-see sentiment. Currently, most industry participants are focused on fulfilling existing orders, yet market psychology varies. On the downstream side, demand remains cautious as negative feedback from end-users persists, leading to a predominantly bearish outlook. On the supply side, rhythms differ; some traders completed inventory sell-offs earlier and will now follow market trends, while other suppliers anticipate improved downstream operating rates and winter stockpiling demand, suggesting prices may remain at elevated levels. Current spot delivered prices across regions are referenced as follows: Inner Mongolia RMB 3,300–3,500/ton; Zhejiang RMB 3,500–3,600/ton; Jiangxi and Fujian RMB 3,750–3,850/ton; Shandong RMB 3,550–3,600/ton; Northwest region RMB 3,400–3,450/ton; Henan and Anhui RMB 3,400–3,450/ton. As of press time, the mainstream delivered price for domestic wet fluorspar powder is referenced at RMB 3,300–3,850/ton.

IV. Data Table

Note:
The production profit margin is an industry-wide metric reflecting the overall profitability in mainstream regions, calculated as the ratio of industry profit to the average price.