I. Key Points
Market sentiment for 97% wet fluorite powder across all regions remains strongly bearish, with limited purchasing activity.
The mainstream contract delivered price for anhydrous hydrofluoric acid in October is referenced at RMB 14,500–14,800 per ton; the Shandong market’s mainstream contract delivered price is referenced at RMB 14,760–15,000 per ton.
Quotations from major manufacturers for refrigerant R32 remain firm, with operating rates near 40–50%.
Core Logic: Sentiment in the fluorine chemical raw materials sector has recently softened. Although shutdowns by large northern producers have provided some stimulus to the market, they are insufficient to alter the fundamental contradiction of oversupply.
II. Price List
| Product | Specification | Market | Region | Low Price | High Price | Price | Trading Method | Remarks |
|---|---|---|---|---|---|---|---|---|
| Fluorite | 97% Wet Powder | North China | Inner Mongolia | 3300 | 3400 | 3400 | Delivered | |
| Fluorite | 97% Wet Powder | East China | Zhejiang | 3500 | 3600 | 3550 | Delivered | |
| Fluorite | 97% Wet Powder | East China | Jiangxi, Fujian | 3700 | 3750 | 3700 | Delivered | |
| Fluorite | 97% Wet Powder | East China | Shandong | 3550 | 3650 | 3600 | Delivered | |
| Fluorite | 97% Wet Powder | Northwest | Ningxia, Qinghai | 3400 | 3450 | 3450 | Delivered | |
| Fluorite | 97% Wet Powder | Central China | Henan, Anhui | 3450 | 3500 | 3500 | Delivered | |
| Notes: 1. Prices listed herein are reference prices based on mainstream negotiations. | ||||||||
| 2. Prices listed herein are delivered prices including VAT. Unit: RMB/ton. | ||||||||
| 3. Price changes are compared against the previous trading day's closing prices. |
III. Market Outlook
The domestic market for 97% fluorite concentrate powder remained generally sluggish yesterday. Most participants have completed their phased procurement activities, leading to a decline in transaction focus compared to earlier periods. Demand-side participation is currently weak, primarily due to softening terminal demand. Although there has been a recent recovery in mainstream downstream markets, this has not reversed the weakening trend in end-user demand. Additionally, sulfuric acid prices still hold expectations for a rebound (this anticipated rebound is driven by significant supply contraction due to concentrated maintenance shutdowns of production units, rather than recovery in downstream demand or autumn fertilizer seasons), which inversely suppresses potential upside for fluorite. Current spot delivered price references by region are as follows: Inner Mongolia: RMB 3,300–3,400/ton; Zhejiang: RMB 3,500–3,600/ton; Jiangxi and Fujian: RMB 3,700–3,750/ton; Shandong: RMB 3,550–3,650/ton; Northwest region: RMB 3,400–3,450/ton; Henan and Anhui: 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
| Data Type | Oct-13 | Oct-14 | Change Rate | Weekly Expectation |
|---|---|---|---|---|
| Production Profit Margin | 20.00 | 20.00 | 0.00% | ↗ |
| Note: | ||||
| The production profit margin is industry-wide data reflecting the overall profitability status in mainstream regions, calculated as the ratio of industry profit to average price. |
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