Fluorochemical weekly report: R32 and R22 rose slightly! PTFE prices go up! The EU plans to ban PFAS

-Market overview-

cryogen

This week, the refrigerant market was cold, and the market price was mixed. The average price of R22 is 18536 yuan/ton, up 1.0% from last week; The mainstream transaction price of R32 is 13643 yuan/ton, up 1.1% from last week; The average price of R125 was 27000 yuan/ton, down 6.0% from last week; The average price of R134a is 23500 yuan/ton, which is the same as last week.

raw material

This week, the operating rate of fluorite powder rose, the downstream demand was cold, and the market price declined slightly; The price of anhydrous hydrogen fluoride raw material fell, and the downstream refrigerant demand was cold, and the price was reduced by about 800 yuan/ton; The supply of dichloromethane decreased, the price of raw liquid chlorine continued to rise, and the downstream demand was cold. The reference price was 2551 yuan/ton; The supply of chloroform is stable, and the downstream demand is weak, with the reference price of about 2607 yuan/ton; The supply of trichloroethylene is sufficient, and the downstream demand is cold. The reference price is 6564 yuan/ton; The tetrachloroethylene started smoothly, and the downstream demand support was insufficient. The reference price was 5905 yuan/ton.

Fluoropolymer

The PTFE market price rose this week. At the supply end, the manufacturer's starting load was stable and the supply was relatively stable; On the demand side, downstream production has been resumed, and the overall demand has improved; The price of raw material trichloromethane rose slightly, the low level of anhydrous hydrofluoric acid remained stable, and the cost remained unchanged. Up to now, the reference price of PTFE suspended particles is 48-5400 yuan/ton; The reference price of dispersed resin is 53~56000 yuan/ton, and the reference price of lotion is around 32~36000 yuan/ton.

This week, the PVDF price maintained stable operation, and the market was in a strong wait-and-see mood. Affected by the continuous increase of domestic production capacity and the sharp fall of R142b price, the PVDF price was reduced to a more rational range, and it was unlikely to rise again in the short term; On the demand side, as the price goes down, the film-grade and coating market will gradually warm up, but the short-term demand is difficult to increase significantly; Up to now, the price of coating grade PVDF is 8-14 million yuan/ton; The particle size of the film is 120000-160000 yuan/ton, and the lithium battery adhesive is 13000-150000 yuan/ton.

-Enterprise dynamics-

1. Yongtai Technology established a subsidiary

On February 7, Yongtai Technology announced that the company invested and established its wholly-owned subsidiary Shandong Yonghong Lithium Technology Co., Ltd. (hereinafter referred to as "Yonghong Lithium") with its own capital of 100 million yuan. Recently, Yonghong Lithium has completed the registration procedures for industrial and commercial establishment and has obtained the Business License issued by the Administrative Examination and Approval Service Bureau of Zhanhua District, Binzhou City. Yongtai Technology said that the establishment of Yonghong Lithium is based on the needs of the company's business development, and is in line with the company's overall strategic development plan, which is conducive to improving the capacity layout of lithium battery materials, further promoting the development of the company's new energy business, and improving the company's overall competitiveness.

2. Announcement of the proposed approval of Shandong 800000 tons/year electrolyte project

Recently, Shandong Chengyu New Energy Co., Ltd.'s annual output of 800000 tons of electrolyte project was proposed to be approved and publicized. The total investment of the project is 5.5 million yuan, and it will be constructed in three phases. The production scale of the first phase is 200000 tons of electrolyte, the second phase is 200000 tons of electrolyte, and the third phase is 400000 tons of electrolyte. The main products of the project are lithium hexafluorophosphate battery electrolyte.

3. Publicity of Hubei Hongyuan Fluorochemical Lithium New Energy Materials Integration Project (Phase I)

Recently, Hubei Hongyuan Fluorine Chemical Co., Ltd. Wuxue Hongyuan Lithium New Energy Materials Integration Project (Phase I) was publicized. The construction content of the project includes 12000 tons/year lithium hexafluorophosphate production unit, 100 tons/year lithium oxalate borate production unit, 5000 tons/year lithium fluoride production unit, 7865 tons/year potassium fluosilicate production unit, 1000 tons/year lithium difluorophosphate production unit, 10000 tons/year electronic hydrogen fluoride production unit, etc.

4. Fujian Province's new 20000 t/a PVDF project

On February 6, the Department of Industry and Information Technology of Fujian Province agreed that the energy-saving report of Fujian Xinhu New Material Co., Ltd.'s 20000 tons/year PVDF resin project passed the review. The project will add production equipment such as fluorination reactor, and build a set of production devices such as VDC, HFC-143a/142b, PVDF, as well as related supporting auxiliary and auxiliary works. After the completion of the project, the annual production capacity of polyvinylidene fluoride (PVDF) resin will be increased by 20000 tons.

5. Publicize the high-end fluoropolymer and lithium battery new materials and other projects before approval

On February 8, the environmental impact report of high-end fluoropolymer and lithium battery new materials and supporting projects of Jiangxi Liwen Chemical Co., Ltd. was publicized before approval. The project is located in Jiangxi Ruichang Economic Development Zone. It is planned to build 50000 tons/year of anhydrous hydrogen fluoride, 10000 tons/year of electronic hydrofluoric acid, 20000 tons/year of PVDF, 10000 tons/year of lithium hexafluorophosphate and corresponding supporting projects.

6. EU proposes to legislate against PFAS

On Tuesday, the European Union began to consider a proposal to ban the widespread use of PFAS, which may have a significant impact on the supply chain of many industries, including semiconductors.

Five European countries, including Germany and the Netherlands, have proposed that the EU phase out "permanent chemicals". In a joint statement on Tuesday, they said that if the proposal was adopted, it would become "one of the largest bans on chemical substances in the history of Europe".

7. A listed company entered the field of lithium fluoride battery materials

On February 9, Nikkei Chemical released a notice. The joint venture Shandong Huinengda New Material Technology Co., Ltd. is proposed to invest in the construction of a project with an annual output of 60000 tons of lithium battery electrolyte raw materials, with an estimated total investment of 950 million yuan.

After completion, the project will produce 7000 tons of fluoroethylene carbonate, 5000 tons of vinyl carbonate, 30000 tons of chloroethylene carbonate and 18000 tons of triethylamine, a total of 60000 tons. The construction period is expected to be 18 months.