① The domestic fluorite market remains predominantly wait-and-see today, with prices fluctuating within a narrow range. The mainstream reference price for 97% wet fluorite powder in the domestic market is 3,300–3,800 RMB/ton.
② The mainstream contract price for downstream anhydrous hydrofluoric acid (AHF) for November is currently referenced at 15,300–15,650 RMB/ton.
Table 1: Domestic Fluorite Price Summary (Unit: RMB/ton)
| Market | Specification | Nov 9 | Nov 10 | Change |
|---|---|---|---|---|
| Inner Mongolia | 97% Wet Powder | 3300-3400 | 3300-3400 | 0/0 |
| Zhejiang, Jiangsu | 97% Wet Powder | 3600-3700 | 3600-3700 | 0/0 |
| Jiangxi, Fujian | 97% Wet Powder | 3700-3800 | 3700-3800 | 0/0 |
| Shandong | 97% Wet Powder | 3550-3650 | 3550-3650 | 0/0 |
| Ningxia, Qinghai | 97% Wet Powder | 3400-3500 | 3400-3500 | 0/0 |
| Henan, Anhui | 97% Wet Powder | 3400-3500 | 3400-3500 | 0/0 |
| Key Downstream | ||||
| East China | Anhydrous Hydrofluoric Acid | 15300-15650 | 15300-15650 | 0/0 |
Data Source: Chempricehub Information
The supply-demand tug-of-war in the domestic 97% fluorite concentrate market continues. Currently, both suppliers and buyers remain in a standoff. On the supply side, short-term constraints persist due to raw material shortages and tight inventory, particularly as southern regions coordinate efforts to support prices. Conversely, the demand side maintains a wait-and-see approach. Looking ahead, Xinjiang supplies may serve as a significant supplementary source, potentially impacting market sentiment later on. Meanwhile, expectations of declining downstream consumption are dampening trader confidence.
Current delivered spot price references by region:
As of press time, the mainstream delivered price for domestic 97% wet fluorite powder is referenced at 3,300–3,800 RMB/ton.
The monthly capacity utilization rate for anhydrous hydrofluoric acid (AHF) in October was 59%.
The fluorite market sentiment remains cautious, with a generally weak outlook and limited room for fluctuation. For anhydrous hydrofluoric acid, strong cost support persists, but overall market atmosphere has cooled down.
Anhydrous Hydrofluoric Acid (AHF) Market:
Today, the domestic AHF market atmosphere is characterized by caution. Traders are closely monitoring the resumption of operations by major northern plants. Additionally, raw material support has weakened compared to previous periods. The fluorite market is fluctuating within a range with mixed gains and losses, while sulfuric acid prices continue to soften. Despite maintenance shutdowns at large-capacity facilities, the downward trend remains difficult to counter, leading to a noticeable decline in inquiries and trading activity. As of press time, the mainstream delivered price for domestic AHF in November is referenced at 15,300–15,650 RMB/ton, with the Shandong market referencing 15,500–15,600 RMB/ton.
Sulfuric Acid:
Today, the Chempricehub index for 98% sulfuric acid stood at 1,300 RMB/ton, a decrease of 50 RMB/ton from yesterday, aligning with morning expectations. The domestic sulfuric acid market exhibits a weakly stable pattern, with prices trending downward in the Yunnan region. The fertilizer market remains sluggish, and combined with the recent drop in high-level sulfur prices, downstream willingness to externally procure sulfuric acid has significantly diminished. Upcoming maintenance plans for key downstream enterprises in the region suggest further declines in procurement volumes. The dicalcium phosphate market is also performing poorly; enterprises are primarily engaging in essential purchasing, resulting in insufficient overall demand support and strong wait-and-see sentiment, with actual transactions negotiated case-by-case. To stimulate shipments and boost market activity, major acid plants in the region reduced prices by 70 RMB/ton today. Consequently, other regional plants followed suit with reductions of 70–90 RMB/ton. Current shipment pressures are mounting for acid plants. Although future maintenance plans exist, new order成交量 (transaction volume) is limited, and traders are operating cautiously.
In the Hebei sulfuric acid market, the tight supply situation continues. Major mineral-acid producers in Qinhuangdao and Handan remain under maintenance, limiting self-produced acid supply. Sulfur-based acid producers mostly consume internally, leaving very little for external sales. This scarcity in spot circulation forces downstream users to rely on supplies from peripheral regions such as Shandong, Inner Mongolia, and Henan, which in turn supports lower-priced sources in neighboring areas. Regarding local refinery acid, prices were previously relatively high, keeping downstream procurement attitudes cautious. After yesterday's listed price reduction, shipments became smoother; today, prices rose by 20 RMB/ton, with daily sales reaching 3,000 tons. Future attention should be paid to changes in peripheral arrival costs and the progress of major acid plant resumptions. In the short term, the dual decline in supply and demand in the domestic sulfuric acid market remains unchanged, with bearish factors dominating.
Refrigerants:
Based on the bulk liquid market in East China, mainstream factories for refrigerant R32 maintain firm offers, controlling quantities to stabilize prices. As of press time, quotes from mainstream large-scale factories in East China are referenced at 65,500 RMB/ton (coordinated domestic and export pricing), while general East China market quotes are referenced at 63,500–64,500 RMB/ton, consistent with morning expectations. Market intelligence indicates that inquiries in the channel market have been passively long-standing. Bulk liquid supplies are fixed for host manufacturers over the long term, and small-package shipment frequency is slow. Therefore, source factories are strictly controlling incremental spot supplies. Statistics show that the industry-wide operating load for refrigerant R32 remains near 40%. Recently, factory production schedules and consumption power have contracted further. While export volumes have rebounded and active destocking is occurring, channel holders are seeking opportunities to sell and reduce inventory amidst the high-level sideways movement of R32 prices. There is little intent to purchase high-cost inventory, and participants are waiting for clear pricing signals from mainstream large factories. Chempricehub forecasts that R32 will focus on quantity control and price stabilization in the short term, with contracts priced through negotiation. Attention should be paid to industry unit dynamics and production scheduling rhythms.
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