Zhongang Mining: Strong downstream demand for fluorite

Fluorite is known as the "second rare earth" resource. In view of its own value, it is non-renewable and irreplaceable. It is the crystal of calcium fluoride and the main source of chemical fluorine.As the main source material of fluorine, fluorite is widely used in chemical, metallurgy, building materials, optics and other industries.

In addition, as an important mineral raw material for modern industry, fluorite is also used in strategic emerging industries such as new energy and new materials, as well as in the fields of national defense, military, and nuclear industries, including lithium hexafluorophosphate, PVDF, graphite anodes, photovoltaic panels, etc.It is also inseparable from hydrofluoric acid, a downstream product of fluorite.

With the growth of new energy demand, the production capacity of lithium hexafluorophosphate is rapidly increasing.Data show that at present, the domestic production capacity of lithium hexafluorophosphate has reached 2,500 tons per week, while the production capacity of lithium hexafluorophosphate in the same period last year was about 1,100 tons per week.As an important raw material for production of lithium hexafluorophosphate, fluorite has driven its demand growth.

PVDF (polyvinylidene fluoride) is a fluorine-containing chemical with excellent properties such as corrosion resistance, high temperature resistance, high mechanical strength and high electrical breakdown strength. It is widely used in coatings, injection molding, lithium batteries,photovoltaic and other fields.In the early days, PVDF was mainly used in the field of coatings in China, but with the improvement of the prosperity of lithium battery, photovoltaic and other industries, the market demand for PVDF (polyvinylidene fluoride) has soared.Since there is no material that can replace PVDF as a cathode binder in the short term, and the downstream cost is relatively low, the price sensitivity is low, with the rising market demand, PVDF has entered a rapid price increase channel.

Returning to the entire supply chain, starting from the supply side, the current concentration of the domestic fluorite industry tends to increase, and the superimposed overseas supply shrinks, which further enhances the scarce resource attributes of fluorite.It is understood that the national fluorite mines are mainly small and medium-sized. Due to the small mining scale of small and medium-sized mines, the backward technology and equipment level, the rich and the poor, the illegal mining, illegal mining, over-limit mining and other behaviors cause serious resource damage and waste.It also accelerated the depletion of small and medium-sized mines.

In order to regulate the industry and protect fluorite resources, my country has issued a series of policies in the "Specifications for the Fluorite Industry (Draft for Comment)" to optimize the stock, adjust the structure, promote mergers and reorganizations, and increase the industrial concentration.Under the guidance of policies, the development and utilization of fluorite resources will be concentrated on enterprises with advantages in technology, resources and capital, which will enhance the influence of leading enterprises in the industry on the supply and pricing of fluorite.

Zhongang Mining, as a company, mainly operates fluorite mines and fluorite industry chain investment, production, processing, technology development, etc.;Mineral enterprises that provide technical advice on product mining, processing, testing, mining environment and safety.Zhongang Mining has always believed that in order to grow and develop continuously, mining and excavation must be carried out on the basis of protecting the environment. The current expert team has more than 20 years of experience in mining exploration, mining and ore flotation, and will continue to optimize mining technology and absorb domesticThe experience of foreign counterparts, advanced technology, insist on innovation.