Fluorochemicals China Monthly Report

In July 2026, tighter safety inspections constrained fluorite mine supply, pushing fluorite powder prices higher, though downstream AHF demand provided only limited support. The AHF market subsequently saw sharp price gains driven by a sudden supply squeeze. Among refrigerants, R22, R32 and R134a prices remained broadly stable: the R22 market stayed uncertain, with sellers firm on high offers but buyers showing limited appetite; R32 prices were supported by refrigerant quotas and long‑term contracts; and R134a traded steadily, though export deliveries slowed amid Middle East disruptions.

Major market dynamics

• On 14 July, 2026, the environmental impact assessment information for the 15,000 t/a PVDF project of Ruyuan Dongyangguang Fluororesin Co., Ltd. was disclosed for public review.
• On 8 July, 2026, China Kings Resources Group Co., Ltd. disclosed that its majority-owned subsidiary, Inner Mongolia Jin'ebo Fluorochemical Co., Ltd., is carrying out hazard identification and rectification work and has temporarily suspended production.
• On 30 June, 2026, the Shanghai Stock Exchange terminated the review of Shandong Dongyue Future Hydrogen Energy Material Co., Ltd.'s initial public offering and listing on the Sci‑Tech Innovation Board, following the company's withdrawal of its listing application.

The USD to CNY exchange rate used in this briefing is USD1 = CNY6.8067 as of 1 July, 2026, sourced from the People's Bank of China.

Unless otherwise specified, all prices mentioned in this issue include value-added tax.

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