In October, the price of domestic fluorite rose. As of the end of the month, the average price of domestic fluorite was 2956.25 yuan/ton, 4.65% higher than the price of 2825 yuan/ton at the beginning of the month. Since April, the price of fluorite has risen unilaterally. Since the middle of October, the price has reached a high level. At present, the price is at the peak of the year.

Supply side: shortage of raw ore supply, high price of fluorite

The operating rate of domestic supply side remained low. Mining enterprises faced increasingly stringent safety and environmental protection requirements, resulting in insufficient operation of fluorite mines, a shortage of domestic fluorite raw materials, limited commencement of fluorite flotation, and insufficient supply of spot goods. In addition, the import of fluorite was limited. The epidemic situation in Inner Mongolia was serious, fluorite transportation was difficult, and the supply of fluorite was very tight. The price of fluorite rose in October.

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

In October, the price trend of downstream hydrofluoric acid market rose. As of October 28, the domestic price of hydrofluoric acid market was 10442.86 yuan/ton, and the price increase in October was 4.58%. The hydrofluoric acid enterprises started normal, and the demand was guaranteed. The price rise of hydrofluoric acid market formed a positive support for the upstream fluorite market, and the price trend of fluorite market rose.

The market of downstream refrigerant products of the terminal is fair, and the operating rate of the refrigerant industry remains low. 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 between 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 market forecast: North 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 on the rise, and the demand in the new energy field is driving. Chen Ling, an analyst from the business community, believes that the price of fluorite in the market may still have a small increase.