According to the Commodity Market Analysis System of the Business Society, the price of fluorine chemical products has mainly increased since September, with significant increases in the prices of raw materials such as fluorite and hydrofluoric acid. The specific fluctuations are as follows:
Fluorite, also known as “fluorite”, is a strategic mineral and one of the scarce resources in China. It is a source product of the fluorine chemical industry. Since September, the price of fluorite has continued to rise. The upstream mining of fluorite is tight, and outdated mines will continue to be phased out. In terms of adding new mines, mineral investigation work is still difficult. In addition, mining enterprises are facing increasingly strict safety and environmental requirements, and some mines are undergoing safety hazard inspections, The difficulty of starting a fluorite mine has increased, and the shortage of raw materials has restricted the operation of fluorite enterprises, making it difficult for fluorite flotation enterprises to improve their operations. The shortage of spot supply of fluorite has affected the continuous rise of fluorite market prices.
Hydrofluoric acid: Recently, the price trend of domestic hydrofluoric acid has increased. As of 2013, the domestic hydrofluoric acid market price was 10316.67 yuan/ton, with a price increase of 2.82% in September. Some units are still in shutdown recently, and the spot supply of hydrofluoric acid has not changed much. The order situation of manufacturers for hydrofluoric acid has slightly increased. In addition, the market price of sulfuric acid has risen significantly in the early stage, and the price of sulfuric acid is still at a high level, The hydrofluoric acid market is driven higher by the rising prices of raw materials such as fluorite and sulfuric acid.
Refrigerant: The downstream refrigerant industry has made a good start in September, with strong support for raw materials. In addition to quota expectations, refrigerant manufacturers have increased their reluctance to sell. The operating rate of the refrigerant industry has not changed much, and the load of refrigerant R22 manufacturers is not high. Downstream procurement just needs to follow up, and some enterprises’ quotas are digested in advance. The monthly average quantity of remaining quotas is relatively small, and the price trend of R22 has increased. The domestic R134a manufacturers are operating at low loads, and the price of R134a is rising. Some companies have a strong reluctance to sell, and there is currently no mentality to sell low-priced orders. Some businesses have a rising price trend, and the current cost is firm. Enterprises’ reluctance to sell has escalated. The current market quotation for refrigerant R134a is mostly in the range of 25000-26000 yuan/ton. Supply and cost factors have driven refrigerant companies to have a clear intention to sell, and the refrigerant market trend has increased
Aluminum fluoride: In September, the price trend of aluminum fluoride was temporarily stable, maintaining a price of 9425 yuan/ton. The contradiction between supply and demand for aluminum fluoride was acute, with severe overcapacity. In addition, downstream demand was poor, resulting in a sluggish market price for aluminum fluoride. Recently, about 50% of aluminum fluoride enterprises have started construction, with downstream procurement mainly focused on rigid demand and two-way low sentiment. The demand for aluminum fluoride is still weak, and the price trend of aluminum fluoride is mainly stable.
Cryolite: The domestic market trend of cryolite is temporarily stable, and the raw materials are subject to environmental and safety requirements. There is a shortage of spot goods. Although the prices have slightly decreased in the early stage, cost support is still there. Cryolite enterprises are mainly wait-and-see, and some manufacturers adjust according to their own shipment situation. The terminal downstream inventory is weak, and the demand for cryolite is weak, resulting in a weak and stable cryolite market.
Prediction: It is difficult to improve the supply of domestic fluorite mines in the later stage, some mines will be shut down for safety inspections, and the operating rate of the fluorite industry will be difficult to increase. The confidence of fluorite enterprises in raising prices remains strong, and fluorite prices will continue to rise. Downstream hydrofluoric acid products are significantly supported by fluorite. In addition, the export of the refrigerant industry has rebounded, and the mentality of refrigerant manufacturers has gradually improved. The start of production has been sluggish. Overall, there is significant positive support, and the fluorine chemical market will continue to rise in the later stage.