I. Key Focus Points
Core Logic: Sentiment in the fluorine chemical raw materials sector has recently cooled. Although shutdowns by major northern producers have provided some stimulus to prices, they are unlikely 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 are mainstream negotiation reference prices. | ||||||||
| 2. Prices listed are delivered tax-inclusive prices. Unit: RMB/ton. | ||||||||
| 3. Price fluctuations are compared against the previous trading day's closing price. |
III. Market Outlook
Last week, the domestic market for 97% fluorite concentrate powder remained generally sluggish. The fluorite market largely completed its phased procurement last week, with traders primarily focused on fulfilling existing orders. Supplier sentiment has loosened, and confidence in maintaining prices is insufficient. However, expectations for a firm market persist in the north, mainly due to cost increases driven by weather conditions; nevertheless, weak purchasing enthusiasm has deepened wait-and-see attitudes. In southern markets, the industry faces reverse pressure from sulfuric acid. Since October, rising sulfuric acid costs have compressed profit margins, leading to strong downward pressure on fluorite demand-side pricing. Current spot delivered prices across domestic regions are referenced 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 press 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-15 | Oct-16 | Change Rate | Weekly Expectation |
|---|---|---|---|---|
| Production Profit Margin | 18.92 | 18.92 | 0.00% | ↗ |
| Notes: | ||||
| The production profit margin is industry-wide data reflecting the overall profitability across mainstream regions, calculated as the ratio of industry profit to the average price. |
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