Morning Market Briefing on the Domestic Wet Fluorite Powder Market

1. Key Points

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

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

2. Price List

3. Market Outlook

Yesterday, the domestic market for 97% fluorite concentrate powder remained largely wait-and-see. Current market sentiment is mixed, with traders considering multiple factors, though the overall tone remains bearish. In the north, inventory levels are relatively high; however, due to oil price considerations, sellers' willingness to offer discounts is limited. Conversely, bearish sentiment is stronger in southern markets. Future trends may be influenced by hydrogen fluoride pricing, but overall supply is tight, leading to continued bargaining between buyers and sellers.

Current spot delivered price references by region are as follows:

• Inner Mongolia: RMB 3,300–3,500/ton
• Zhejiang: RMB 3,500–3,600/ton
• Jiangxi & Fujian: RMB 3,800–3,850/ton
• Shandong: RMB 3,550–3,600/ton
• Northwest China: RMB 3,400–3,450/ton
• Henan & Anhui: RMB 3,400–3,450/ton

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

4. Data Table