I. Key Points

1. The market for 97% wet fluorite powder is awaiting guidance from multiple factors across the sector.
2. The mainstream contract delivered price for anhydrous hydrofluoric acid in November is referenced at RMB 15,300–15,650/ton; in the Shandong market, the mainstream contract delivered price is referenced at RMB 15,500–15,600/ton.
3. Major manufacturers are maintaining firm offers for Fluorinated Refrigerant R32, with operating rates hovering around 40–50%.

Core Logic: Participants in the fluorine chemical raw materials sector have adopted a cautious wait-and-see approach recently. Overall supply remains tight in the short term, but continuously declining demand is weighing on market sentiment.

II. Price List

III. Market Outlook

Last week, the domestic market for 97% fluorite concentrate powder witnessed intense bargaining. A downward trend has become evident in the northern market; although suppliers are reluctant to lower prices, downstream buyers are clearly pushing for price reductions. Meanwhile, the southern market remains in a stalemate. Although some high-priced orders previously guided transactions upward, downstream enterprises faced significant margin inversion earlier and find it difficult to accept high-priced raw materials, actively seeking supplementary sources from other regions. Current spot delivered prices in various domestic markets are referenced as follows: Inner Mongolia region at RMB 3,300–3,400/ton; Zhejiang region at RMB 3,600–3,700/ton; Jiangxi and Fujian regions at RMB 3,700–3,800/ton; Shandong region at RMB 3,550–3,650/ton; Northwest region at RMB 3,400–3,450/ton; Henan and Anhui regions at RMB 3,450–3,500/ton. As of press time, the mainstream delivered price for domestic wet fluorite powder is referenced at RMB 3,300–3,800/ton.

IV. Data Table