This week, the domestic fluorite price trend remained mainly stagnant. As of the weekend, the average domestic fluorite price was 3678.75 yuan/ton, an increase of 0.10% from the beginning of the week at 3675 yuan/ton, and a year-on-year increase of 2.90%.

Supply side: Limited mining operations and tight supply of fluorite

The current situation of the game in the domestic fluorite industry still exists. Overall, the operating rate of enterprises has not changed much. Upstream mining is tight, and backward mines will continue to be eliminated. In terms of new mines, mineral investigation work is still difficult. In addition, the national department needs to rectify fluorite mines, and fluorite mining enterprises are facing increasingly strict safety and environmental protection requirements. Although the rectification action is coming to an end, the affected area has not narrowed. The difficulty of fluorite mining operation has increased, and the shortage of raw materials has limited the operation of fluorite enterprises. The supply of fluorite remains tight, and the inventory of fluorite enterprises is low. With the supply shortage combined with the winter storage season, the atmosphere of factory price increases is strong. In addition, with the decrease of temperature in the north, the fluorite supply has decreased. This week.

Demand side: The price of hydrofluoric acid has declined, and the refrigerant market is still acceptable

The price trend of hydrofluoric acid has declined this week, and the mainstream price for hydrofluoric acid in various regions of China has been negotiated at 10800-11300 yuan/ton recently. The downstream hydrofluoric acid equipment is still in shutdown, and there is little change in the spot supply of hydrofluoric acid. Manufacturers mainly purchase hydrofluoric acid on demand, and the overall production of hydrofluoric acid is around 60%. In December, the pricing of hydrofluoric acid manufacturers decreased, and the price of fluorite remained stagnant due to this news.

The downstream refrigerant market in the terminal is still in good condition, and the demand for after-sales service in summer is quickly digested. The inventory will continue to be depleted throughout the year. Fluorine chemical enterprises within quota control have strong confidence in maintaining stable prices in the refrigerant market. Currently, the prices in the foreign trade market are gradually increasing, and upstream products are mainly purchased on demand. The market price of some refrigerant products has risen, which has led to a slight increase in the domestic fluorite market price.

In addition to the traditional demand in the refrigerant industry, fluorite, as an important mineral raw material for modern industry, is constantly developing in emerging fields. It is also applied in strategic emerging industries such as new energy and new materials, as well as defense and nuclear industries, including lithium hexafluorophosphate, PVDF, graphite negative electrode, photovoltaic panel, etc. With the demand driven by new energy and semiconductor fields, fluorite applications have received certain support.

Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines, and some mines have stopped production and undergone safety inspections. The tight supply of fluorite mines is a major positive support for the fluorite market. The recent downstream refrigerant product market is still acceptable, but the price trend of hydrofluoric acid has declined, and overall demand has not improved. Overall, the domestic fluorite market trend is mainly volatile.