The domestic fluorite price remained high. As of the 24th day, the average domestic fluorite price was 2956.25 yuan/ton, 3.53% higher than the beginning price of 2855.56 yuan/ton, and 16.06% higher than that of April. Since April, the price of fluorite has risen unilaterally. Since the middle of October, the price has remained high. At present, the price has reached a new high in the year.

Supply side: raw ore is still tight, fluorite quotation is high

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, shortage of domestic fluorite raw materials, limited commencement of fluorite flotation, insufficient spot supply, and limited import of fluorite. The price of fluorite remained high.

Demand side: the price of hydrofluoric acid can maintain the refrigerant market

The price trend of hydrofluoric acid market in the downstream of fluorite is temporarily stable. As of the 24th, the domestic hydrofluoric acid market price was 10300 yuan/ton, and the price increase in October was 3.15%. The hydrofluoric acid enterprises started work normally, and the demand was guaranteed. The rise in the hydrofluoric acid market price has formed a positive support for the upstream fluorite market, and the fluorite market price remains 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 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 the seasonal shutdown period. In addition, the supply of raw ore is very tight in the near future. The downstream hydrofluoric acid market price has a trend of rising, and the demand in the new energy field is driven. Chen Ling, an analyst from the business community, believes that the fluorite market price may remain high.