| Figure 1: Domestic fluorite price trend from 2022 to 2026 (Unit: RMB/ton) | Figure 2: Domestic fluorite price trend chart from 2025 to 2026 (Unit: RMB/ton) |
|---|---|
| Data source: Chempricehub Information | Data source: Chempricehub Information |
This week, the domestic market for 97% fluorite concentrate exhibited a strong wait-and-see attitude as participants awaited directional guidance. Most on-site activities focused on order deliveries. On the supply side, some fully licensed mines in Zhejiang resumed operations. Although the increase in supply was limited, it helped alleviate market tension to some extent. Continuous inflow of goods from Inner Mongolia and bulk exports from Xinjiang further eased the previously tight overall supply situation; these sources are also expected to enter the East China region in the future. On the demand side, market participation remains sluggish. Considering winter stockpiling needs, bearish pressure on prices is expected to weaken compared to previous periods. However, due to poor feedback from downstream orders, there is limited room for fluorite price movement. Current reference delivered spot prices across various domestic regions are as follows: Inner Mongolia RMB 3,300–3,400/ton; Zhejiang RMB 3,500–3,600/ton; Jiangxi and Fujian RMB 3,700–3,850/ton; Shandong RMB 3,550–3,600/ton; Northwest China RMB 3,400–3,500/ton; Henan and Anhui RMB 3,400–3,500/ton. As of press time, the mainstream delivered price for domestic wet fluorite powder is referenced at RMB 3,300–3,850/ton.
Weekly market conditions for Anhydrous Hydrogen Fluoride (AHF):
This week, the domestic AHF market showed a pronounced wait-and-see sentiment. Industry participants remain conflicted. First, regarding costs, the sulfuric acid market continues its downward trend within a range, with expectations of further declines before the holiday. Its downstream autumn fertilizer sector has shown no signs of recovery yet, but a rebound is anticipated after the National Day holiday, which is a primary reason for the current observation mode. The fluorite market fluctuation is limited; multiple supply sources are replenishing the market, and resumption of operations in Zhejiang helps fill gaps. Stability and consolidation are expected in the near term. Production enterprises currently show limited volatility. Major northern plants have not signaled a resumption of operations, so the supply gap has not been substantially filled. Regional tightness in supply and cautious sentiment persist. However, the southern market remains relatively stable, with companies primarily focusing on fulfilling contract orders. Although market sentiment in the north improved slightly during the month, actual transaction volumes remained limited. On the demand side, market participation is low. A significant decline is expected in the near term. With holidays approaching, some buyers have locked in inventory early, and logistics restrictions during the holiday period have further deepened the wait-and-see attitude among industry players. As of press time, the mainstream September delivered price for AHF in the East China market is referenced at RMB 15,050–15,200/ton, while the spot market delivered price is referenced at RMB 15,500–16,000/ton.
In summary, the fluorite market is currently in a wait-and-see phase as participants await pricing guidance from the hydrogen fluoride sector. While downstream sentiment is generally bearish, fluorite prices have remained relatively stable. Short-term domestic supply recovery is limited, yet downstream stockpiling demand persists, suggesting that fluctuations will be restricted in the coming period. Chempricehub Information forecasts that the domestic fluorite market will trade within a range next week.
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