Morning Market Briefing: Domestic Fluorite Wet Powder

I. Key Points

1. The market for 97% wet fluorite powder is awaiting further guidance from multiple factors, with prices remaining stable.
2. For November, the mainstream contract delivered price for anhydrous hydrogen fluoride (AHF) is referenced at RMB 15,300–15,650/ton. In the Shandong market, the mainstream contract delivered price for AHF is referenced at RMB 15,500–15,600/ton.
3. Major producers maintain firm offer prices for refrigerant R32, with operating rates hovering around 40–50%.

Core Logic: Chemical feedstock markets are adopting a cautious wait-and-see approach recently. While overall supply remains tight in the short term, persistent decline in demand is weighing on market sentiment.

II. Price List

III. Market Outlook

Yesterday, the domestic market for 97% fluorite concentrate powder saw intensified bargaining. Negotiation dynamics were strong across the fluorite market. On the supply side, sentiment was divided. In northern markets, downstream buyers exerted downward pressure on prices, prompting suppliers to show willingness to offer discounts to facilitate shipments, though room for concession remained limited. Conversely, suppliers in southern markets maintained a firm pricing stance, supported by actual supply constraints. However, downstream buyers remain in a wait-and-see mode, anticipating that continued weak demand will eventually undermine the confidence of southern suppliers to hold high prices.

Current spot delivered prices in various domestic regions are referenced as follows: Inner Mongolia at RMB 3,300–3,400/ton; Zhejiang at RMB 3,600–3,700/ton; Jiangxi and Fujian at RMB 3,700–3,800/ton; Shandong at RMB 3,550–3,650/ton; Northwest regions at RMB 3,400–3,450/ton; Henan and Anhui at RMB 3,450–3,500/ton. As of press time, the mainstream delivered price for domestic wet fluorite powder ranges from RMB 3,300 to 3,800/ton.

IV. Data Table