Morning Market Briefing: Domestic Wet Fluorspar Powder

I. Key Highlights

1. Market sentiment for 97% wet fluorspar powder remained cautious across the board, 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 for anhydrous hydrofluoric acid is referenced at RMB 14,760–15,000/ton.
3. Major producers maintained firm offers for refrigerant R32, with operating rates hovering around 40–50%.

Core Logic: Participants in the fluorine chemical raw materials sector have adopted a cautious wait-and-see approach recently. Overall supply remains tight in the short term; however, sustained weakening demand continues to weigh on market sentiment.

II. Price Table

III. Market Outlook

The domestic market for 97% fluorspar concentrate powder remained generally quiet yesterday. With downstream bidding and pricing cycles approaching, participants adopted a cautious wait-and-see stance, resulting in conflicted sentiment. The primary dilemma lies in two opposing factors: on one hand, anticipated bullish expectations regarding downstream pricing stimulated some purchasing interest in fluorspar; on the other hand, negative signals from end-users continued to permeate the chain, reflected in both actual demand corresponding to production schedules and downward pressure on prices from the demand side. Current spot delivered prices across domestic markets are referenced as follows: Inner Mongolia region RMB 3,300–3,400/ton; Zhejiang region RMB 3,500–3,600/ton; Jiangxi and Fujian regions RMB 3,700–3,750/ton; Shandong region RMB 3,550–3,650/ton; Northwest region RMB 3,400–3,450/ton; Henan and Anhui regions RMB 3,450–3,500/ton. As of press time, the mainstream delivered price for domestic wet fluorspar powder is referenced at RMB 3,300–3,750/ton.

IV. Data Table