The operating rate of the domestic hydrogen fluoride market in September was 54.5%, an increase of 1.2 percentage points from August, and the pricing was raised by about 550 yuan/ton. At the end of September, some companies continued to increase their new orders, and the market continued to show a strong trend. According to the analysis system of Shengyi Society, as of September 29th, the benchmark price of hydrofluoric acid in Shengyi Society was 12666.67 yuan/ton, an increase of 10.47% compared to early September.

On the raw material side, the domestic fluorite market rose in September, with an average price of 3497.5 yuan/ton as of the end of the month, an increase of 7.0% from the end of the month price of 3268.75 yuan/ton, and a year-on-year increase of 3.63%. The current situation of the game in the domestic fluorite industry still exists. 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. With the decrease in temperature in the north, the winter shutdown period for mines and beneficiation plants in the northern region is approaching, and the market supply is further tightened. The sustained high price of fluorite provides strong support for the cost of hydrofluoric acid, and the hydrofluoric acid market is showing a significant increase.
Demand side: The downstream market continues to rise. The terminal policy of the refrigerant industry is being strengthened, and demand is expected to achieve substantial improvement. Fluorine chemical enterprises within the quota control have strong confidence in raising prices in the refrigerant market. Currently, the pace of high price procurement is relatively slow, but the industry inventory is being transmitted in a benign and orderly manner, with upstream products being mainly purchased on demand. Overall, demand support for hydrogen fluoride is stable, moderate, and strong, and the price trend of hydrogen fluoride continues to rise.
Market forecast: The price of raw material fluorite will rise, and the cost of hydrofluoric acid will be strongly supported. Downstream willingness to accept high priced raw materials is weak, and procurement will mainly focus on essential needs, with only a small number of orders signed. It is expected that the anhydrous hydrogen fluoride market will continue to have a strong trend in the later stage. More attention should be paid to changes in market supply and demand.