Review of the Fluorine Chemical Industry Market in July: As of the end of July, the Shanghai Composite Index was at 3615.72 points, up 4.97% from the end of June; The Shanghai and Shenzhen 300 Index closed at 4151.24 points, up 5.47% from the end of June; The Shenwan Chemical Industry Index reported 3806.19, up 8.05% from the end of June; The fluorine chemical index reported 1471.59 points, up 6.29% from the end of June. In July, the fluorine chemical industry index underperformed the Shenwan Chemical Industry Index by 1.76pct, outperformed the Shanghai and Shenzhen 300 Index by 1.32pct, and outperformed the Shanghai Composite Index by 0.82pct. According to the Guoxin Chemical Price Index we have compiled, as of July 30, 2025, the Guoxin Chemical Fluorochemical Price Index and Guoxin Chemical Refrigerant Price Index were reported at 1129.02 and 1883.85 points, respectively, which were -2.76% and+2.24% higher than the end of June. The retail price of mainstream refrigerant R32 continues to rise, while the price of R227ea is rapidly increasing due to the increasing demand for anti-counterfeiting and replenishment in the fire protection industry. Zhuochuang Information expects the prices of mainstream refrigerant products to steadily increase: August is the off-season for air conditioning plant production, and the corresponding demand for refrigerants has decreased. However, with the arrival of the Golden September and Silver October, as well as the start of the new cold year, there are expectations for incremental demand for refrigerants. In addition, under the limited supply situation of the year, the mentality of raising prices is obvious. In the next three months, the price of refrigerant R32 may continue to operate at a high level with a strong tendency. With the continuous digestion of the R134a annual quota, the mentality of raising prices continues to strengthen, and high price offers are gradually implemented. At the same time, with the gradual increase in export demand in September and October, the market may have further expectations of rising prices. In terms of export prices, as of June 2025, the average export price and foreign trade prices of products such as R22, R32, and R134a are still inverted from the monthly domestic trade prices due to factors such as customs clearance and shipping cycles. However, the domestic and foreign trade quotations of enterprises have been coordinated and consistent. Specifically, in June 2025, the average export price of R32 is 44000 yuan/ton, R22 is 26000 yuan/ton, R134a is 44000 yuan/ton, and R125/R143 series is 29000 yuan/ton.
July refrigerant price inventory
2025 08/04