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As of July 8, the average price of domestic fluorite was 3747.50 yuan/ton, down 0.23% from the price of 3756 yuan/ton on July 1.
Supply side: The supply of fluorite has not changed much at the low level of mine starts
The current situation of the domestic fluorite industry game still exists, on the whole, the operating rate of enterprises has not changed much, the upstream mining is tense, the backward mines will continue to be eliminated, the new mines, the mineral investigation work is still difficult, and the recent national departments to rectify the fluorite mines, fluorite mining enterprises are facing increasingly stringent safety and environmental protection requirements. The accident of a mine in Jiangxi Province has caused some mines in the area to carry out safety hazard inspections, and the difficulty of starting fluorite mines has increased. The shortage of raw materials has limited the start of fluorite enterprises, the supply of fluorite is still tight, and the decline in fluorite prices is limited.
On the demand side: the demand for hydrofluoric acid is weak, and the start of refrigerant production is declining
Recently, the downstream hydrofluoric acid market trend is weak, and the mainstream price of hydrofluoric acid in various regions of China is 10,800-11,600 yuan/ton. Recently, some hydrofluoric acid plants are still in shutdown, the spot supply has not changed much, the manufacturers of hydrofluoric acid orders are low, some hydrofluoric acid manufacturers purchase on demand, and the price of hydrofluoric acid has dragged down the domestic fluorite market.
At present, the terminal downstream refrigerant market continues to stalemate, due to poor demand transmission, the market production demand has weakened after entering the off-season, coupled with the recent rainy weather, the refrigerant enterprises have poor stocking, and they are not active in the procurement of upstream products. The market of some refrigerant products declined, and the fluorite market declined slightly.
In addition to the traditional demand of the refrigerant industry, the demand of emerging fields is constantly developing. As an important mineral raw material for modern industry, fluorite is also used in strategic emerging industries such as new energy and new materials, as well as in national defense and nuclear industries, including lithium hexafluorophosphate, PVDF, graphite anode, photovoltaic panels, etc. With the demand for new energy and semiconductors, the application of fluorite may be supported to a certain extent.
Forecast for the future: the supply of domestic fluorite mines is difficult to improve in the near future, large mines maintain just need to start, small and medium-sized enterprises still maintain a state of shutdown, the tight supply of fluorite ore is a good support for the fluorite market, but the downstream hydrofluoric acid market trend is declining, the demand of the downstream refrigerant industry is gradually weakening, and the long and short factors are affected together, and the analysts of the business community believe that the short-term fluorite price may fall slightly.