Downstream demand is difficult to increase! The trend of the fluorite market is declining!

Fluorite: The fluorite market is mainly experiencing a downturn, with 97% of fluorite wet powder prices around 3630 yuan/ton today; Due to the low operating rate of mines, fluorite enterprises are facing difficulties in terms of production costs and market price support in winter, with weak on-site trading and unstable confidence in the fluorite market. Downstream demand is weak, hydrofluoric acid prices are falling, some production facilities are shut down, hydrofluoric acid supply is relatively stable, manufacturer orders are average, which puts pressure on the domestic fluorite market. Some hydrofluoric acid manufacturers purchase on demand, further affecting the domestic fluorite market. Overall, it is difficult to improve the supply of domestic fluorite mines, with some mines shutting down for safety inspections. In addition, the supply in the northern region has decreased, and the trend of the hydrofluoric acid market has declined. Competition between upstream and downstream has intensified, and it is expected that the price of fluorite in the market will decline. As of the time of publication, the current mainstream price for 97% wet powder in the North China market is based on 3450-3600 yuan/ton, 3550-3700 yuan/ton in the Central China market, and 3550-3750 yuan/ton in the East China market. The actual transaction is negotiable.

Anhydrous hydrogen fluoride: The price of anhydrous hydrogen fluoride is running weakly, and the current supply-demand contradiction of hydrofluoric acid still exists, lacking strong price support; Approaching the end of month settlement period, companies in various regions are cautiously quoting. The price of fluorite powder remains stable but slightly decreases, while the price of sulfuric acid fluctuates; The comprehensive cost of hydrofluoric acid remains stable. The downstream demand procurement situation is poor, and the competition between long and short positions is intensifying, resulting in a slight drop in fluorite prices, which affects the downward trend of hydrofluoric acid market prices. Taking all factors into consideration, the upstream fluorite market is showing a downward trend, while the price of sulfuric acid is rising; The downstream refrigerant industry has a low operating rate, coupled with a decrease in enthusiasm for purchasing hydrofluoric acid, resulting in inventory backlog among hydrofluoric acid enterprises and an increase in negative factors. It is expected that the market price of hydrofluoric acid will slightly decline. The mainstream delivery price for domestic anhydrous hydrofluoric acid market is based on 10350-10500 yuan/ton.

Price trend chart of fluorite wet powder and anhydrous hydrofluoric acid (yuan/ton)

PVDF: The PVDF market continues to remain stable, with a slight weakening in the cost side liquid chlorine market and overall maintaining a high level. The new moon pricing of hydrofluoric acid has declined, and the weak supply-demand situation in the market is difficult to change. The current downstream industry has limited room for improvement in demand, and battery factories are recovering slowly. Actual demand has decreased, and the overall demand trend in the lithium battery market is flat. However, the current demand growth has not kept up with the expansion of PVDF production. Downstream procurement sentiment is still cautious, and prices are expected to operate at a low level. As of the time of publication, the mainstream prices in the paint market were 65000-75000 yuan/ton, the mainstream prices in the particle market were 75000-90000 yuan/ton, the mainstream prices for lithium-ion batteries were 52000-53000 yuan/ton, and the mainstream prices for photovoltaic batteries were around 75000 yuan/ton. Some markets had low actual transactions, but actual transactions were negotiated.

PTFE price trend chart (yuan/ton)

PTFE: Currently, the PTFE market continues to operate steadily, but there is an oversupply of polytetrafluoroethylene in the market. The addition of new production capacity has had an impact on the supply, and there is sufficient on-site supply. Some enterprises plan to carry out maintenance. The downstream demand environment has not yet improved, and the growth of new orders in the domestic market is limited. Traders have a low willingness to stock up, and manufacturers mainly deliver previous orders. The export market has not greatly improved, making it difficult to significantly boost demand in the short term. The price of liquid chlorine has slightly declined, but overall it remains at a relatively high level. The trichloromethane market has steadily declined, and the trading atmosphere is not good. The fluorite market has remained stable, with low mining operating rates. The execution of orders for hydrofluoric acid is the main focus. Currently, some manufacturers have released new moon prices, and with weak supply and demand, it is expected that prices will continue to weaken next month. As of the time of publication, the mainstream quotation for suspended medium particles is 42000-48000 yuan/ton, The mainstream quotation range of suspended fine powder is 46-408 thousand yuan/ton, that of dispersed resin is 45-48 thousand yuan/ton, and that of lotion is 30-32 thousand yuan/ton. The actual transaction is negotiated.