◎ reporter Liu Li
Since this yearCrashbandicoot100Fluorite prices have been rising steadily, and although prices have stabilized in the past two days, fluorite prices have reached a five-year high. According to Baichuan Yingfu statistics, the average price of domestic fluorite 97 wet powder (dry powder) was 3762 yuan / ton on May 21, up nearly 15% from the beginning of the year.
"on the whole, the second quarter is the peak season of fluorite demand, superimposed by tight supply, fluorite prices are easy to rise and difficult to fall." An industry researcher told the Shanghai Securities News that "the stricter supervision of fluorite mines since this spring will accelerate the withdrawal of small and medium-sized production capacity, and the pattern of fluorite supply and demand is expected to improve in the long run." In the lower reaches of the industrial chain, the leading enterprises with the integration advantage of fluorine chemical industry chain will have more cost advantage. "
It is understood that in March this year, the State Administration of Mine Safety issued the Circular on carrying out Special rectification of production Safety in Fluorite Mines, proposing that in order to effectively solve the outstanding problems of production safety in fluorite mines, it was decided to carry out special rectification of production safety in fluorite mines nationwide. The special rectification period is from March to August this year.
"the policy introduced this time is relatively strict, and it is particularly proposed to strengthen source management, that is, in areas where there are more fluorite mining enterprises and hidden problems are prominent, to formulate a list of work to close down and withdraw from a batch, integrate and reorganize a batch, transform and upgrade a batch of 'three batches' and continue to attack key problems, so as to strongly promote the stability and improvement of the order of safe production in fluorite mines." Goldstone Resources recently said in a survey of institutional investors.
According to the industry, with the continuous release of fluorine chemical production capacity in China, the demand for fluorite resources will continue to increase, and it is expected that the gap between supply and demand of fluorite in China will gradually expand in the future.
An industry researcher told reporters: "Fluorite prices have indeed risen sharply some time ago, but the price increases of manufacturers and the actual transaction prices are still different, and prices have stabilized in recent days." However, at present, the supply of acid-grade fluorite powder in China is still relatively tight, and the inventory in the industry is also relatively low. coupled with the rigid demand factor, manufacturers are willing to sell high prices, and it is expected that the price of acid-grade fluorite powder in China will continue to rise, with an increase of 50 yuan to 100 yuan per ton. "
Which company has the best fluorite resources?Crashbandicoot100? Listed companies such as Gold and Stone Resources and Baotou Steel are the industry leaders.
The annual report of Goldstone Resources in 2023 shows that the company's fluorite reserves are about 27 million tons of ore, corresponding to about 13 million tons of minerals, and all belong to a single type of fluorite ore. At present, the company has a single fluorite mine mining certificate scale of 1.12 million tons / year, the output is in the leading position in the country. The company said that its planned output of a single fluorite mine this year is 400000 to 500000 tons, which is basically within this range in the next few years.
Baotou Steel plans to produce 650000 tons of fluorite this year. It is worth mentioning that in March 2021, Baotou Iron and Steel Co., Ltd. and Jinshi Resources, Yonghe shares, Longda Food Group reached a cooperative intention to jointly develop Bayan Obo associated fluorite resources comprehensive utilization project. The project plans to deal with 6.1 million tons of raw ore and produce 800000 tons of fluorite powder per year.
Acid grade fluorite fine powder is an indispensable raw material for downstream fluorine chemical industry. Under the background of tight fluorite supply, fluorine chemical enterprises with the advantage of industrial chain integration will have more advantages in cost.
Take Yonghe shares as an example, the company currently has 3 fluorite mining rights and 2 exploration rights, and the proved fluorite reserves have reached 485 by the end of December last year.Crashbandicoot100. 270000 tons of ore. "the company has a flotation capacity of 80,000 tons / year of fluorite fine powder and 13.Crashbandicoot100. 50000 tons / year hydrofluoric acid production capacity. The company obtained the mining license of Sumochagan Aobao fluorite mine in September 2023 with a fluorite ore production scale of 120000 tons / year and is expected to be mined by 2025. Fluorite supply and demand is tight, the company's fluorine chemical industry chain integration advantages will be gradually highlighted. " The relevant person in charge of the company told reporters earlier.
Fluorine Chemical leading Juhua Co., Ltd. said in the annual report that in 2023, the company actively expanded suppliers and supply channels, did a good job in the economic guarantee of bulk raw fuel and the coordination of fluorite powder and hydrofluoric acid procurement, and realized a cumulative cost reduction of 68.87 million yuan with the "contract + spot" procurement mode.
On December 25 last year, Zhejiang Juyuan Mining Co., Ltd., controlled by Juhua Group, the controlling shareholder of Juhua, started the 200000 ton / year fluorite mining project in Huangshan Mining area, Cuntou Town, Kaihua County, Quzhou City, with a service life of 20 years. According to the exploration report, the mine has 3.91 million tons of resources, 1.872 million tons of minerals, and an average grade of 47.88%. The fluorine resources guarantee capacity of Juhua shares is expected to be further strengthened.
