The fluorite market price is relatively stable and consolidated, with supply and demand continuing to compete, and there is no new change node yet. Supply side: Some mineral processing companies in the north have gradually reduced their supply due to high production costs and operating conditions in winter; demand side: terminal demand has not been favorable. The downstream anhydrous hydrogen fluoride market is affected by off-season demand, and the operating rate of device production capacity is limited, and inventory is digested. In addition, the supply of intermediate links in the fluorite trade is still relatively abundant, and hydrofluoric acid plants are not willing to replenish their stocks, and most of them are in a wait-and-see state.
Large downstream manufacturers mostly receive goods on demand, and poor demand has obviously restricted the market. There are many low-price orders. Production companies are still under pressure to ship, inventory has accumulated performance, product profit margins are poor, and price support is weak. Hydrofluoric acid is expected to continue its slight downward trend in December.
Aluminum fluoride is mainly based on monthly contract orders, and new loose orders are rare. Enterprise costs and profits are still under pressure. The device start-up load is estimated to be about 40-50%. The demand side support is weak and the overall consumption is reduced; Yunnan has power restrictions, and electrolytic aluminum companies Construction starts dropped, demand for aluminum fluoride weakened, and scattered orders followed the market. Fluorosilicic acid resources are slightly tight, and regional supply is tight. The market price of sodium fluorosilicate is running weakly, corporate inventories are gradually accumulating, market demand has not yet seen positive results, and downstream purchases are weak. The market demand for sodium fluoride has not improved. Enterprise production is operating normally and inventory has accumulated slightly. The market price of ammonium fluoride remains stable, downstream purchases are stable, demand rebounds slightly, and the market digests the increase. Ammonium fluorosilicate has fallen sharply. With the sluggish demand in downstream ceramics, glass and other industries, the market industry chain is not conducting smoothly. The market opening rate of potassium fluoride is low, and losses in the industry are common. The overall fluoride salt market performance is relatively sluggish, profit margins are small, and the industry's operating level continues to be low at less than 50%.
The PTFE market is consolidating at a low level. Chloroform has fallen sharply. The industrial chain has fallen due to cost support. The market has bottomed out. The price difference of PTFE products is obvious. Some products are obviously upside down. The actual transaction gap is obvious due to quality differences. November is lower than October. The amplitude is relatively large, and the inventory of production plants continues to increase. The hexafluoropropylene market remains stable. Due to the demand for downstream heptafluoropropane stocking, procurement has increased slightly. Due to poor demand transmission, low production capacity utilization and temporary increase in demand, the subsequent market is expected to remain relatively weak.
The lithium hexafluorophosphate market is operating weakly. Today's mainstream price in the market is 1,000 yuan/ton lower than the previous working day. Manufacturers have sufficient inventory and mainly purchase on demand. At the raw material level, lithium carbonate futures have stopped falling and rebounded, which may benefit the downstream end. However, demand is still at a weak stage and spot prices may fall further. New lithium carbonate production capacity is being released one after another, and the market still needs to be tested. On the demand side, the market sentiment for electrolytes is not good, the overall quotation is weak and stable, the cost side support is limited, and battery demand is decreasing. In the later period, it will mainly be stable or narrowly downward. Due to the successive market declines and the inventory recovery of lithium hexafluorophosphate manufacturers, corporate profits have remained upside down, with some companies mainly suffering losses. The market outlook is waiting for the fermentation of the raw material market, and the price of lithium hexafluorophosphate fluctuates at a low level.
