The price of domestic fluorite rose. As of December 12, the average price of domestic fluorite was 2943.75 yuan/ton, 3.09% higher than the price of 2855.56 yuan/ton at the beginning of the year. Since the beginning of April, the price of fluorite has risen unilaterally. Now the price has reached the highest point in the year. Since the middle of September, the fluorite market has risen significantly.

Supply side: raw ore is very tight, fluorite enterprises are under pressure

Recently, the supply side operation rate has declined, mining enterprises are facing increasingly stringent safety and environmental protection requirements, resulting in insufficient operation of fluorite mines, shortage of domestic fluorite raw materials, limited operation of fluorite enterprises, insufficient spot supply, and rising fluorite prices. Recently, the commencement of some fluorite mines and flotation has remained low. In addition, the import of fluorite is limited, and the fluorite market price has risen continuously. As of December 12, the price of 97 wet fluorite powder in Inner Mongolia was 2950-3050 yuan/ton, the mainstream price of 97 wet fluorite powder in Fujian was 2900-3000 yuan/ton, the price of 97 wet fluorite powder in Henan was 2950-3050 yuan/ton, and the price of 97 wet fluorite powder in Jiangxi was 2900-3050 yuan/ton.

Demand side: the price of hydrofluoric acid rises, and the refrigerant market is fair

In October, the price of hydrofluoric acid market in the downstream of fluorite rose. As of December 12, the domestic market price of hydrofluoric acid was 10300 yuan/ton, with a price increase of 3.15%. The hydrofluoric acid enterprises started work normally, and the demand was guaranteed. The rise in the price of hydrofluoric acid market formed a positive support for the upstream fluorite market, and the price of fluorite market rose.

The market of downstream refrigerant products of the terminal is fair, and the operating rate of the refrigerant industry is maintained. At present, the price trend of refrigerant R22 is temporarily stable, the market supply is normal, and the demand for R22 market applications is guaranteed. The market quotation of R22 is in the range of 18000-20000 yuan/ton. The domestic R134a price has not changed much. The price of trichloroethylene has risen, and the cost support is still in place. The focus of R134a trading remains stable. At present, the R134a market quotation is in the range of 25000-27000 yuan/ton. Previously, downstream refrigerant enterprises were all trading at a loss in order to compete for HFC production quota. With the implementation of three generation refrigerant quota, the history of quota competition in the refrigerant industry is coming to an end, which also provides a basis for the price increase of the industrial chain.

In addition to the well-known fluorine chemical industry, fluorite, as an important mineral raw material for modern industry, is also used in strategic emerging industries such as new energy and new materials, and in fields such as national defense, military, and nuclear industries, including lithium hexafluorophosphate, PVDF, graphite cathode, and photovoltaic panels. With the demand for new energy, the outlook of the fluorite industry chain has been improved accordingly.

Future predictions: the northern fluorite enterprises are about to enter a seasonal shutdown period. In addition, the supply of raw ore is very tight in the near future. The price of hydrofluoric acid in the downstream market is rising, and the demand in the new energy field is driving. Chen Ling, an analyst from the business community, believes that the fluorite market price may continue to rise.