In November, the domestic fluorite price continued to rise. As of the end of the month, the average domestic fluorite price was 3225 yuan/ton, 1.57% higher than the month beginning price of 3175 yuan/ton. Since April, the price of fluorite has risen unilaterally. At present, the price is at the highest point in the year.

Supply side: The production of enterprises in the north is gradually stopped due to the decline of temperature

The operating rate of the domestic supply side has declined. On the one hand, the backward mines will continue to be eliminated, and on the other hand, the mineral survey work is still full of difficulties in terms of new mines. Mining enterprises are facing increasingly stringent safety and environmental protection requirements, resulting in insufficient commencement of fluorite mines, shortage of domestic fluorite raw materials, and limited commencement of fluorite flotation. On the other hand, as the temperature drops, fluorite enterprises in the north gradually stop working, and the spot supply continues to decline. In addition, due to the severe epidemic in some areas, fluorite transportation is difficult, fluorite supply is very tight, and the supply of fluorite is difficult to obtain. The price of fluorite continues to rise.

Demand side: the price of hydrofluoric acid rises, and the refrigerant market is fair

The price trend of the downstream hydrofluoric acid market rose sharply. As of the end of the month, the price of the hydrofluoric acid market was 12242.86 yuan/ton, 10.30% higher than the price of 11100 yuan/ton at the beginning of the month. The domestic market trend of hydrofluoric acid rose. Some enterprises reported that the supply of hydrofluoric acid was tight. The price rise of the hydrofluoric acid market formed a certain positive support for the upstream fluorite market, and the price trend of the fluorite market rose.

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 declined slightly, the trichloroethylene price has risen, and the cost support is still in place. The R134a trading center has declined slightly. At present, the R134a market quotation is in the range of 25000-26000 yuan/ton. Previously, downstream refrigerant enterprises were all trading at a loss in order to compete for HFC production quota. With the implementation of the 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. As a result, the fluorite market price has risen.

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 have entered a production suspension period. In addition to the recent shortage of raw material fluorite ore supply, hydrofluoric acid enterprises are in a high mood to stock up. New energy, semiconductor and new material industries are developing rapidly, supporting the long-term demand for fluorite. Chen Ling, an analyst from the business community, believes that there is still room for the price of fluorite market to rise in December.