[SMM Analysis: Raw Material Costs Ease, Weak Demand Leads to Significant Decline in Aluminum Fluoride Prices in January 2025]
During the period, raw material costs eased, and domestic aluminum fluoride market prices slightly declined. As the bidding prices in the aluminum industry were gradually determined, the benchmark aluminum bidding price for January decreased by 1,300 yuan/mt compared to the previous level, reaching 11,200-11,300 yuan/mt. This decline exceeded the expectations of aluminum fluoride enterprises, despite their earlier anticipation of price drops. With aluminum enterprises recently stockpiling sufficiently, procurement demand weakened, and aluminum fluoride enterprises showed a noticeably sluggish performance in new order negotiations.

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