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According to relevant data, from the beginning of this year to the end of the first quarter, the prices of the five mainstream refrigerants have all fallen. Among them, the main car air-conditioning refrigerant R134a has the largest decline, which is closely related to the trough and volatility of the automobile market at the beginning of the year. The refrigerant market, which was supposed to be in the peak season in the second quarter, was colder in the early stage, and the rate of increase of various types of refrigerants was less than expected. 1. The peak season is approaching a considerable increase. Recently, with the strong increase in the price of raw material hydrofluoric acid, it has provided strong support for the cost of refrigerants; and refrigerant manufacturers have limited inventory for low-load production in the early stage, resulting in a tight supply of refrigerants; As the weather turns warmer, the downstream market gradually stabilizes, and its role in boosting the demand for refrigerants has increased. Various reasons have led to a narrow upward shift in the refrigerant market. According to authoritative predictions, the refrigerant market will mainly be shocked to maintain stability in the short term. According to observations, brand air conditioners with refrigerant models R32 and r410a account for about 60% of the new air conditioners on the market this year. Exploring the upward momentum. 2. Why do refrigerants go up and up? Reasons for the rise of refrigerants: First, the price increase of raw materials fluorite and hydrofluoric acid due to the instability of environmental protection has led to the increase of product prices in the entire industry chain; second, the peak season of refrigerants starts before the arrival of summer, generally 3 June is the peak season for air-conditioning production, and May-July is the peak season for the maintenance market; third, the R22 production quota has been reduced again, and the third-generation refrigerants in developed countries have begun to reduce production and use. Specifically, from the upstream point of view, since the “Yinman” incident in Inner Mongolia, fluorite manufacturers’ plans to resume production have been delayed repeatedly and the operating rate has been low. However, many companies in Anhui, Jiangxi and other places have stopped production due to safety and environmental inspections. During the civil war in Myanmar, the export business of rare earths was suspended, and my country's import of fluorite powder from Myanmar was also restricted. The market supply continued to shrink and the industry inventory was low. Terminal refrigerants are operating vigorously, enterprises are operating at a high level, demand is improving, and prices are rising. In addition, the National Climate Center currently confirms that 2019 is the 'El Nino year
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