中国氟化物材料月报(中国氟化物材料月度报告202509)

In September, the price of fluorite significantly increased, with both the supply and demand sides being favorable for fluorite price. AHF price rose sharply on tight supply and stronger demand. Looking ahead, the AHF market is still expected to have room for further price increases. R22 price drifted lower amid consolidation in September 2025.

Important market dynamics in September 2025

On 19 September, 2025, India's Ministry of Commerce and Industry issued a final affirmative determination in the anti-dumping investigation concerning polytetrafluoroethylene originating in or imported from China and Russia.

On 11 September, 2025, Aohong (Shandong) Environmental Protection Materials Co., Ltd. was reported to have completed 85% of the main-process-unit installation on its 247,000 t/a fourth-generation fluorinated functional-materials project and expects start-up by the end of 2025.

On 28 August, 2025, Zhejiang Juhua Co., Ltd.released its interim report for H1 2025. The company reported a significant YoY increase of 146.97% in net profit, primarily driven by rising refrigerant prices.

In late August 2025, Suzhou Zhanqing Environmental Technology Co., Ltd. achieved a significant breakthrough in its recovered fluorite business segment.

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1072 on 1 Sept., 2025, sourced from the People's Bank of China.

All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.