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In the first half of 2012, the fluorine chemical industrial chain products showed a sharp decline, with only one of the 11 monitored products rising, while 10 products fell, and the increase was small. Among them, the domestic average price of fluorite raw materials for fluorinated workers was 2400 yuan/ton at the beginning of the year and 1900 yuan/ton at the end of June, a drop of more than 20%.
The first reason for the weakness of the fluorinated industrial chain is the weak demand for inorganic fluorine downstream electrolytic aluminum market and organic fluorine downstream terminal air conditioner market in the first half of the year.
Analysts believe that as the manufacturers continue to limit production, air conditioning inventory decline and the effect of energy-saving appliance subsidies policy, the air-conditioning industry will usher in the peak of sales in July and August 2012. In this case, the price trend of fluorinated industrial products may be reversed, but the growth rate will not be too great.
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