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According to the commodity market analysis system of the business community, the domestic fluorite price trend declined in July, and the average price of domestic fluorite at the end of the month was 3591.25 yuan/ton, down 4.39% from the price of 3756.25 yuan/ton at the beginning of the month.
Supply side: the operating rate of mines is not high, and the supply of fluorite is still tight
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, and the new mines, the mineral investigation work is still difficult. In addition, the recent national departments to rectify the fluorite mine, fluorite mining enterprises are facing increasingly stringent safety and environmental protection requirements, and affected by the high temperature and rain in the southern region, 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 to a certain extent.
On the demand side: the demand for hydrofluoric acid is weak and the refrigerant starts at a low level
In July, the domestic hydrofluoric acid market fell, and the mainstream price of hydrofluoric acid in various regions of the country was 10,500-11,000 yuan/ton. Recently, some hydrofluoric acid plants are still in shutdown, the overall start is less than 6 percent, the spot supply has not changed much, and the manufacturer's order procurement is low. The price of hydrofluoric acid dragged down the domestic fluorite market, and some hydrofluoric acid manufacturers purchased on demand, and the domestic fluorite market declined.
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, which affected the decline of the fluorite market.
In addition to the traditional demand of the refrigerant industry, fluorite as an important mineral raw material for modern industry, the demand for emerging fields continues to develop, and it is also used in strategic emerging industries such as new energy and new materials, as well as national defense, nuclear industry and other fields, including lithium hexafluorophosphate, PVDF, graphite anode, photovoltaic panels, etc., with the demand for new energy and semiconductors and other fields, the application of fluorite has been supported to a certain extent, and the fluorite market is still supported.
Forecast for the future: the supply of domestic fluorite mines is difficult to improve in the near future, some mines are shut down to accept safety inspections, and the tight supply of fluorite mines 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 weakening, and the long and short factors are affected together.