Fluorochemicals China Monthly Report

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China Fluoride Materials Monthly Report 202602

Complete
date Published Date:28 Feb 2026
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Editor's Note
date Published Date: 28 Feb 2026

In February 2026, fluorite prices remained stable as the market experienced a transitional period. AHF prices operated steadily. The market exhibited characteristics of stability before the holiday and a moderate increase afterward, but the price push at month-end was insufficient to bring significant changes to the overall monthly price level.

 

Important market dynamics in Jan. 2026–Feb. 2026

  • On 9 February, 2026, MEE issued a notice on further strengthening the whole-chain supervision of ODS and HFCs. The measures include reinforcing production quota licensing and strictly managing sales activities.
  • On 9 February, 2026, Zhejiang Yongtai Technology Co., Ltd. announced a trading halt as it planned to issue shares to acquire assets and raise supporting funds.
  • On 30 January, 2026, Zhejiang Zhongxin Fluoride Materials Co., Ltd., Lecron Industrial Development Group Co., Ltd., and Zhejiang Yongtai Technology Co., Ltd. released their 2025 performance forecasts.
  • On 30 January, 2026, the environmental impact assessment information for the high-end fluorine materials integrated project of Hubei Yihua Group Co., Ltd. was publicised.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.9695, sourced from the People's Bank of China on 2  Feb., 2026. All prices include the VAT unless otherwise specified.

 

If you would like to cover any specific topics or investigate any covered subjects in more details, please contact us on +86-20-37616606, or econtact@cnchemicals.com

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Market Analysis
date Published Date: 28 Feb 2026
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  • February LiPF6 prices see weak downward trend
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Company Dynamics
date Published Date: 28 Feb 2026
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  • Three fluorine companies release 2025 profit forecasts
  • Jiangxi Xingfu launches high‑end fluorinated refrigerants and fine chemicals project
  • Hubei Furui's 30,000 t/a aluminum fluoride project
  • Luoyang Fengrui to expand fluorspar mine operations
  • Hainan Mining to acquire majority stake in Luoyang Fengrui via shares and cash
  • CATL's plan to take stake in Zhejiang Yongtai falls through
  • Zibo Feiyuan's 25,000 t/a refrigerant project approved
  • Yihua Group's high‑end fluoromaterials project
  • Changlu New Materials commences HFE production
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Political Factors
date Published Date: 28 Feb 2026
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  • MEE to further strengthen the full-chain supervision of ODS and HFCs
  • US launches first sunset review of antidumping duties on Chinese R32
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Technology
date Published Date: 28 Feb 2026
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  • Chizhou Tinci's lithium hexafluorophosphate technical upgrade project
  • Jiangxi Xingfu to expand fluorinated refrigerant production
  • Shaanxi Jinyu develops fluorine reuse device for fluorinated waste acid
  • Shandong Fuxing's PVDF technical upgrade project
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Import and Export
date Published Date: 28 Feb 2026
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  • Import and export of major fluorochemicals in China in Dec. 2025
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Market Data Analysis
date Published Date: 28 Feb 2026
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  • Fluorite prices hold steady in February
  • AHF prices remain stable in February
  • R22 prices remain low in February
  • AlF3 prices maintain stable in February
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Price
date Published Date: 28 Feb 2026
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  • Ex-works prices of major fluorochemicals in China in Feb. 2026
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