The price of domestic fluorite rose slightly. As of the 14th, the average price of domestic fluorite was 3200 yuan/ton, up 0.79% from 3175 yuan/ton at the beginning of the month. Since April, the price of fluorite has risen unilaterally. At present, the price remains at a high level.

Supply side: the supply of low level raw materials is tight when the mine starts

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 starting of fluorite mines, shortage of domestic fluorite raw materials, limited starting of fluorite flotation, insufficient spot supply, serious epidemic in some regions, difficult transportation of fluorite, very tight supply of fluorite, and high fluorite prices.

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

The price trend of downstream hydrofluoric acid market rose. As of the 14th, the domestic hydrofluoric acid market price was 11185.71 yuan/ton, up 6.97% from the end of October. 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 the hydrofluoric acid market formed a positive support for the upstream fluorite market, and the fluorite market price remained high.

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 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 are about to enter a seasonal shutdown period. In addition to the recent shortage of raw material fluorite ore supply, the refrigerant industry began to stock up in the fourth quarter. The new energy, semiconductor and new material industries developed rapidly, supporting the demand for fluorite for a long time. Chen Ling, an analyst of the business community, believes that the price of fluorite market is easy to rise but difficult to fall.