Morning Market Briefing: Domestic Wet Fluorspar Powder

I. Key Focus Points

1. Market sentiment for 97% wet fluorite powder remains conflicted nationwide, with limited trading activity.
2. The mainstream contract delivered price for anhydrous hydrofluoric acid in October is referenced at RMB 14,500–14,800/ton. In the Shandong market, the mainstream contract delivered price is referenced at RMB 14,760–15,000/ton.
3. Major producers of refrigerant R32 maintain firm offers, with operating rates near 40–50%.

Core Logic: Fluorochemical feedstock markets have recently adopted a cautious wait-and-see approach. Overall supply remains tight in the short term; however, sustained declines in demand are weighing on market participants' sentiment.

II. Price List

Notes:

1. Prices listed above are mainstream negotiation reference prices.
2. Prices listed above are delivered, tax-inclusive prices. Unit: RMB/ton.
3. Price fluctuations are compared against the previous trading day's closing price.

III. Market Outlook

Yesterday, the domestic market for 97% fluorite concentrate saw deepening wait-and-see sentiment. As downstream bidding and pricing cycles are underway, the pricing center for downstream hydrofluoric acid has risen regionally by RMB 400–600/ton. This increase was primarily driven by the sulfuric acid market, providing strong cost support. While fluorite traders generally hold a bearish outlook, some were boosted by the upward movement in hydrofluoric acid pricing. The future trend still awaits the outcome of the tug-of-war between supply and demand. Current spot delivered prices across domestic regions are referenced as follows: Inner Mongolia at RMB 3,300–3,400/ton; Zhejiang at RMB 3,500–3,600/ton; Jiangxi and Fujian at RMB 3,700–3,750/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 publication time, the mainstream delivered price for domestic wet fluorite powder is referenced at RMB 3,300–3,750/ton.

IV. Data Table

Note:
The production profit margin is industry-level data, reflecting the overall profitability status in mainstream regions. It is calculated as the ratio of industry profit to the average price.