Morning Market Briefing on Domestic Wet Fluorite Powder (September 16, 2026)

I. Key Highlights

1. The market for 97% wet fluorspar powder is characterized by weak supply and demand, with strong upward momentum.
2. For anhydrous hydrofluoric acid (AHF), the mainstream contract delivered price in September is referenced at CNY 15,050–15,200/ton, while the spot market delivered price ranges from CNY 15,500–16,000/ton.
3. Major producers of refrigerant R32 maintain firm offers, with operating rates hovering around 40–50%.

Core Logic: Market sentiment for fluorine chemical feedstocks has recently cooled. Although production halts by major northern enterprises have stimulated prices, they are unlikely to alter the fundamental contradiction of oversupply.

II. Price List

Notes:

1. Prices listed are mainstream negotiated reference prices.
2. All prices are inclusive of tax and based on delivered terms. Unit: CNY/ton.
3. Price fluctuations are compared against the previous trading day's closing price.

III. Market Outlook

Yesterday, the domestic market for 97% fluorspar concentrate powder was dominated by a wait-and-see attitude. Currently, traders are primarily focused on fulfilling existing orders, with mixed market psychology. Downstream demand remains cautious as negative signals from end-use markets persist, leading to a generally bearish sentiment. On the supply side, pacing varies; some traders completed inventory sell-offs earlier and will now follow market trends, while others anticipate increased downstream operating rates and winter stockpiling demand, suggesting prices may remain at elevated levels.

Current spot delivered price references by region:

• Inner Mongolia: CNY 3,300–3,500/ton
• Zhejiang: CNY 3,500–3,600/ton
• Jiangxi & Fujian: CNY 3,750–3,850/ton
• Shandong: CNY 3,550–3,600/ton
• Northwest China: CNY 3,400–3,450/ton
• Henan & Anhui: CNY 3,400–3,450/ton

As of press time, the mainstream delivered price for domestic wet fluorspar powder ranges from CNY 3,300 to 3,850/ton.

IV. Data Table

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