The domestic fluorite price trend declined in April, with an average price of 3712.5 yuan/ton as of the end of the month, a decrease of 1.66% from the beginning price of 3775 yuan/ton, and a year-on-year increase of 1.02%.
Supply side: Some manufacturers have started production, and the supply of fluorite has increased

The current situation of the game in the domestic fluorite industry still exists. Overall, the operating rate of enterprises has not changed much. Upstream mining is tight, backward mines will continue to be eliminated, and new mines will be added. Mineral investigation work is still difficult. In addition, national departments need to rectify fluorite mines, and fluorite mining enterprises are facing increasingly strict safety and environmental protection requirements. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has limited the operation of fluorite enterprises. The supply of fluorite sources is still tight. However, as the temperature rises, northern enterprises are gradually starting production, and the supply of fluorite from on-site enterprises has increased, resulting in a decline in the fluorite market in April.
Demand side: The price of hydrofluoric acid has declined, and the refrigerant market is still acceptable
In April, the domestic price of hydrofluoric acid declined, and the mainstream price for hydrofluoric acid in various regions of China was negotiated at 11500-12000 yuan/ton. Some downstream hydrofluoric acid units are still shut down, and there is little change in the spot supply of hydrofluoric acid. Manufacturers mainly purchase hydrofluoric acid on demand, and the overall production of hydrofluoric acid remains at more than 50%. Fluorine enterprises maintain essential orders, and hydrofluoric acid enterprises are in a loss making state. They are not actively purchasing raw fluorite, and recently some hydrofluoric acid manufacturers have seen a decline in prices. This news has affected the downward trend of fluorite prices.
The downstream refrigerant market in the terminal is still promising, and the terminal policy of the refrigerant industry is being strengthened. Demand is expected to achieve substantial improvement. Fluorine chemical enterprises within quota control have strong confidence in raising prices in the refrigerant market. Currently, the pace of purchasing at high prices is relatively slow, but the industry inventory is transmitting in a positive and orderly manner. Due to high prices, the enthusiasm for stocking up in April is low, and upstream products are mainly purchased on demand. The refrigerant market trend is temporarily stable, while the fluorite market trend is declining.
In addition to the traditional demand in the refrigerant industry, fluorite, as an important mineral raw material for modern industry, is constantly developing in emerging fields. It is also applied 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 negative electrodes, photovoltaic panels, etc., have received certain support in the application of fluorite due to the demand for new energy and semiconductors.
Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines, and some mines have stopped production and undergone safety inspections. The tight supply of fluorite mines is a positive support for the fluorite market. However, in some areas, the lack of active fluorite procurement has led to an increase in inventory. In addition, downstream hydrofluoric acid prices have fallen, and there is a serious resistance to high priced fluorite. Hydrofluorite enterprises mainly purchase on demand, and demand has not actually increased. Overall, the fluorite market price is prone to decline but difficult to rise in the short term.