This week, the domestic fluorite price trend has risen. As of the weekend, the average domestic fluorite price was 3168.75 yuan/ton, an increase of 0.40% from the beginning of the week price of 3156.25 yuan/ton, and a year-on-year decrease of 8.48%.

Supply side: The mine is operating normally, and the supply of fluorite is normal
The current situation of the game in the domestic fluorite industry still exists, and overall, the operating rate of enterprises has increased. Upstream mining is tight, backward mines will continue to be eliminated, and new mines will be added. Mineral investigation work is still difficult. In addition, national departments need to rectify fluorite mines, and fluorite mining enterprises are facing increasingly strict safety and environmental protection requirements. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has limited the operation of fluorite enterprises. However, with the rise of temperature, northern enterprises are operating normally, and the supply of fluorite enterprises in the field has not changed much. Some fluorite manufacturers have appropriate inventory, and fluorite mining enterprises are raising prices and holding up shipments, resulting in a rise in the fluorite market.
Demand side: Low price of hydrofluoric acid, acceptable refrigerant market
This week, the domestic price of hydrofluoric acid remained low, and the mainstream price for hydrofluoric acid in various regions of China was negotiated at 9800-10300 yuan/ton. 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 remains at more than 50%. Fluorine enterprises maintain essential orders, and hydrofluoric acid enterprises are in a loss making state. They are not actively purchasing raw fluorite, and downstream merchants have a strong wait-and-see attitude. Both buyers and sellers have weak expectations for the future market due to poor demand digestion. The price increase of fluorite is not significant due to this news.
The downstream refrigerant market is on the rise, and the refrigerant industry is making efforts in terminal policies. Demand is expected to achieve substantial improvement. Fluorine chemical enterprises within quota control have strong confidence in raising prices in the refrigerant market. Currently, the pace of purchasing at high prices is relatively slow, but the industry’s inventory is transmitted in a positive and orderly manner, and upstream products are mainly purchased on demand. The trend of refrigerant market has increased, and the fluorite market has risen.
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 in national defense, nuclear industry and other fields, including lithium hexafluorophosphate, PVDF、 Graphite negative electrodes, photovoltaic panels, etc., have received certain support in the application of fluorite due to the demand for new energy and semiconductors.
Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines, and some mines have stopped production for safety inspections. The tight supply of fluorite mines is a positive support for the fluorite market, and the mentality of buying up rather than buying down is obvious; However, hydrofluoric acid enterprises mainly purchase according to demand, and there is no actual increase in demand. In addition, the hydrofluoric acid market remains low, and both long and short factors jointly affect it. Overall, the price of fluorite market is prone to rise but difficult to fall in the short term.