The price of domestic fluorite rose slightly. As of the 25th, the average price of domestic fluorite was 3218.75 yuan/ton, 0.59% higher than the price of 3200 yuan/ton at the beginning of the week. Since April, the price of fluorite has risen unilaterally. At present, the price is at the highest point in the year.

Supply side: the mine is difficult to start and the spot supply is tight

The operating rate of domestic supply side remains low, and backward mines will continue to be eliminated. In terms of new mines, mineral survey is still difficult. Mining enterprises are faced with increasingly stringent safety and environmental protection requirements, resulting in insufficient commencement of fluorite mines, shortage of domestic fluorite raw materials, and limited commencement of fluorite flotation. With the decline of temperature, fluorite enterprises in the north are gradually stopped, and the spot supply continues to decline. In addition, the epidemic situation in some areas is serious, fluorite transportation is difficult, fluorite supply is very tight, and fluorite prices rise slightly.

Demand side: Hydrofluoric acid market rose, refrigerant market temporarily stabilized

The price trend of downstream hydrofluoric acid market rose. As of the 25th, the domestic hydrofluoric acid market price was 12071.43 yuan/ton. This week, the price rose by 6.42%. The domestic hydrofluoric acid market trend rose. In some northern regions, the epidemic situation was repeated, some devices were stopped, and the spot supply of hydrofluoric acid was reduced. The rising price of hydrofluoric acid market formed a certain positive support for the upstream fluorite market, and the fluorite market price rose slightly.

The market of the downstream refrigerant products of the terminal is fair, and the operating rate of the refrigerant industry remains low. At present, the price of refrigerant R22 has risen slightly, and the market supply is normal. The demand for R22 in the application field of the market is guaranteed, and the market price of R22 is in the range of 18000-20000 yuan/ton. The domestic R134a price has not changed much, the trichloroethylene price remains unchanged, the cost support is still in place, and the R134a trading focus 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 traditional demand of the refrigerant industry in the downstream, fluorite, as an important mineral raw material for modern industry, has been continuously developed in emerging fields. It is also used in strategic emerging industries such as new energy and new materials, as well as in national defense, nuclear industry and other fields, including lithium hexafluorophosphate, PVDF, graphite cathode, photovoltaic panels, etc. With the demand of new energy, semiconductor and other fields driving, the outlook of the fluorochemical industry chain has been supported in the long run.

Future market forecast: North fluorite enterprises have entered a production suspension period. In addition to the recent shortage of raw material fluorite ore supply, hydrofluoric acid enterprises are in a high stock mood. New energy, semiconductor and new material industries are developing rapidly, supporting the long-term demand for fluorite. Chen Ling, an analyst of the business community, believes that fluorite market prices are easy to rise but difficult to fall.