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Upstream continued strong
to li-min chang, refrigerant upstream hydrofluoric acid, fluorite over the years has always been the industrial regulation and environmental pressure, most enterprises lack of construction, constitute sources continue to severe, the whole industry chain have little inventory. With refrigerant just need hard support, the upstream hydrofluoric acid, fluorspar beginning first soared last year. Although stores start cooling refrigerant in late June, after 8 ~ 9 months, hydrofluoric acid, fluorspar influenced by environmental protection supervision and important meeting, zhejiang area produces enterprise present large parking overhaul, lead to pray too for increase, prices rose sharply, drive the refrigerant follow suit quickly pull up again.
at the same time, competing for a slice of other professions also let upstream supply pinch. At that time, the glass thinning, solar wafers, lithium battery and other new career FangXingWeiYi, demand is booming, constitute another strength, pull the upstream prices. Around the 'double day' in the future, hydrofluoric acid tank lorry ex-factory price to new peaks: fujian ex-factory price of 8500 yuan, jiangxi, zhejiang, Inner Mongolia and other places ex-factory price is generally a line jumped to 8000 yuan. Li-min chang estimated under the effect of multiple fuelled factors, upstream hydrofluoric acid, fluorspar price will maintain strong, still have rise space, drive the refrigerant upward. Equipment maintenance have gathered according to the market regular, air conditioning yield gradually into the cold season after July, career with digestive inventory material is given priority to, replenishment hope is not strong. Therefore, affected by the main mean air-conditioning demand turn pale, refrigerant career also beginning active accordingly to reduce the yield load, most enterprises to converged on overhaul of equipment, and then lead to output decreasing month by month, social inventory insist on low. In July, according to li tao, refrigerant enterprise maintenance always step by step, by September there are still many companies implement maintenance plan. Such as dongyue, at the end of September 20, repair and overhaul, jiangsu meilan mid-september zhejiang JuHua start on September 5th maintenance to the end of the month, in turn, zhejiang linhai riding on September 10, parking overhaul to the 18th. Obviously, have repair led to the lack of social inventory. Li tao showed that hydrofluoric acid supply was very serious, even if the maintenance enterprise gradually recovered to normal produce, refrigerant overall shortage situation in the short term is difficult to ease. Downstream demand this year summer, most of north and south before the present history of extreme temperatures, to help delay the air conditioning sale busy season, boosting the national sales launches. Industrial online monitoring data show that even in is not a peak season in September, household air-conditioning professional produce about 11. 45 million units, up 29 last year on year. 4%. Meanwhile, sale in domestic market rose 41. 5%, year-on-year increase of 13. 4%. Air conditioning continue to hit more than empty the way inventory again, and it also leads to the structural shortage situation, merchants replenishment requirements are also rising. Industry estimates that at the end of 2017, domestic air conditioning professional total inventory 28. 93 million units, in the enterprise and inventory will be low. Due to the positive downstream demand, refrigerant price support. For the afternoon, the industry analysis thought, be restricted by the environmental protection, safety production check, important meetings and other elements, combined with the upstream raw materials supply continues to serious, the refrigerant market supply what is lacking in October situation will also insist, rise in price.
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