Morning Market Briefing: Domestic Wet-Process Fluorite Powder Market

I. Key Points

1. The market for 97% wet fluorite powder across all regions shows weak supply and demand, with strong upward momentum.
2. The mainstream contract delivered price for anhydrous hydrogen fluoride (AHF) in October is referenced at RMB 14,500–14,800/ton; the mainstream contract delivered price for AHF in the Shandong market is referenced at RMB 14,760–15,000/ton.
3. Major producers of fluoro-refrigerant R32 maintain firm quotations, with operating rates hovering around 40–50%.

Core Logic: Sentiment in the fluorochemical raw materials sector has recently cooled. Although shutdowns by major northern producers have stimulated the market, they are unlikely to alter the fundamental contradiction of oversupply.

II. Price List

III. Market Outlook

Yesterday, the domestic market for 97% fluorite concentrate powder witnessed widespread wait-and-see sentiment. Currently, market trends are diverging. In northern markets, considering substantive factors such as winter stockpiling and climate conditions, most demand-side players maintain slight upward adjustments. Conversely, southern markets are squeezed from multiple fronts: on one hand, significant declines in hydrogen fluoride pricing; on the other, reverse pressure from the sulfuric acid market. Downstream players exhibit strong bearish sentiment. Although small-volume transactions show narrow declines, downstream buyers remain dissatisfied with current levels.

Current spot delivered prices across domestic regions are referenced as follows: Inner Mongolia region: RMB 3,350–3,500/ton; Zhejiang region: RMB 3,500–3,600/ton; Jiangxi and Fujian regions: RMB 3,750–3,800/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 publication, the mainstream delivered price for domestic 97% wet fluorite powder is referenced at RMB 3,350–3,800/ton.

IV. Data Table