The spot supply in the fluorite market is tightening, and the offer price is higher. Recently, the National Mine Safety Supervision Bureau issued a notice on carrying out special rectification of fluorite mine safety production, which is expected to have a greater impact on major domestic fluorspar mining areas.
At present, the temperature in the north is gradually rising. Two Sessions affects the operating load of enterprises. Tensions over fluorite raw materials continue. Hydrogen fluoride enterprises are less enthusiastic about purchasing high-priced raw materials. They mostly operate for maintenance or load reduction, and the market transaction volume is temporarily limited. Fluorite industry players are cautious in their offers and expect a significant recovery in production in April. Under the game of supply and demand, the price of fluorspar in the north and south has been inverted. In March, the cost side of the hydrogen fluoride industry was difficult to support and boost the market. High-priced raw materials increased the production pressure of enterprises. Traditional fluorite method enterprises suffered widespread losses and were in a difficult situation. On the demand side, refrigerant production continued to be weak under quota restrictions, and the start-up of fluorine-containing lithium salts picked up. However, it has not fully recovered, and the downstream industry as a whole maintains rigid consumption in the off-season, putting industry sales under pressure. On the whole, the contradiction between supply and demand of hydrogen fluoride is prominent, the voice of production enterprises is restricted, and the profits of raw material outsourcing manufacturers are mainly upside down. However, it is difficult to improve the short-term market due to the drag of weak demand, and it is mainly weakening due to the game.
The aluminum fluoride market is relatively stable, with major mainstream manufacturers maintaining monthly order deliveries. The cost-end raw materials fluorite and sulfuric acid are on the strong side. Although the pricing of aluminum fluoride was raised in March, the cost and profit are still under pressure. The operating rate of enterprises remains at about 50-60% of the load. On the demand side, electrolytic aluminum enterprises schedule production according to demand and purchase as needed. , terminal digestion is limited. The market demand for sodium fluoride has not improved. Enterprise production is operating normally and inventory has accumulated slightly. The overall fluoride salt market performance is relatively sluggish, with small profit margins and industry operating levels remaining at a low level of less than 50%.
The strong supply and weak demand situation in the PTFE market is difficult to change. Market demand has not yet started in March. The R22 quota market price is high, but the raw material situation has not changed yet. The long-term sluggish market is still difficult to break through under the current oversupply.
At present, the leading enterprises in the lithium hexafluorophosphate market have started operations stably, and small and medium-sized enterprises continue to operate at medium and low loads. They schedule production according to orders and mainly deliver long-term contract orders. Under the pressure on the cost end, production enterprises have obvious intentions to raise prices; although the atmosphere of downstream negotiations has slightly recovered. , actual order transactions have improved, but considering that battery cell companies still have inventory, the overall demand increase is limited. As of now, the price of lithium hexafluorophosphate market is stable compared with last Friday.