Weakness in Demand for Raw Materials, Weak Pressure, and Non-aqueous Hydrofluoric Acid

At the beginning of the month, Sinochem was priced at 11,000 yuan/ton, and the price of Juhua was 10,800 yuan/ton, Dongyue was 10,900 yuan/ton, Meilan was 11,100 yuan/ton, and the on-site contract price was down by 500- from July. 800 yuan / ton; in mid-August, the hydrofluoric acid plant stocks high, actively clear inventory, downstream refrigerant demand is weak, to fixed production, buying follow-up fatigue, pharmaceutical industry centralized maintenance, the market is lacking, the focus of the transaction At the end of August, the price of raw fluorite fell, and the downstream refrigerant was difficult to change. Under the double pressure, the market of anhydrous hydrofluoric acid continued to decline. As of press time, the bidding reference in northern China was sent at 9700-100 yuan/ton. By the way, the southern China region's bidding reference is at 9800-100 yuan/ton, and the mainstream market transactions are concentrated at 9600-10000 yuan/ton. buy propylene glycol

In August, most of the anhydrous hydrofluoric acid enterprises contracted their profits. Some hydrofluoric acid enterprises stopped the maintenance and adjusted the finished goods inventory. The raw material fluorite price was slightly lowered, but the factory cost pressure is still as shown in the figure: August domestic anhydrous hydrofluoric acid The average gross profit of the market was 1,238 yuan / ton, down 620 yuan / ton from the average profit of 1858 yuan / ton in July.

In terms of forecasting costs, fluorite ore and plant selection profits are considerable, mainstream holders cut prices, but high-grade spot supply is still tight, 97 wet powder is unlikely to fall sharply, and some market participants believe that September 2,800 yuan / ton The price sent is more reasonable; in terms of supply, Linxi Tianyi, Polyfluoride, San Aifu and other manufacturers stopped maintenance, fluoride potassium, Feiyuan, Yantai Zhongrui single-line operation, the factory to sell, the offer to accompany the market; demand side The refrigerant price is weak, the buying follow-up is weak, the market is not smooth, and the transaction is difficult. On the whole, the price of raw fluorite has fallen, but it is still not expected from the hydrofluoric acid plant. The cost pressure is still high. Some factories are on the verge of loss. Some factories are shutting down to adjust the finished goods inventory. The downstream refrigerants are difficult to improve. It is not smooth, the difficulty of goods, the lack of support for the fundamentals, the pessimism of the industry, it is expected that the focus of the short-term market negotiations will continue to decline, it is expected to be around 9,500 yuan / ton in September.