Divergent Raw Material Trends Weaken Aluminum Fluoride Cost Support: SMM

Published: Jan 29, 2026 18:31
[SMM Aluminum Flash] The price trends of core raw materials for aluminum fluoride diverged, leading to a marginal weakening of overall cost support for the industry. Specifically, the delivery-to-factory price of 97% fluorite powder stabilized within the 3,100-3,400 yuan/mt range, with this week's market trading atmosphere being relatively average, especially in the northern markets, where overall prices maintained stable operations. Aluminum hydroxide prices continued their downward trend, with SMM weighted average price at 1,611 yuan/mt, down 0.62% MoM, exerting some drag on the cost side of aluminum fluoride. The sulphuric acid market, however, maintained a fluctuation at highs, providing some support to the cost of aluminum fluoride. Overall, the continuous weakening of aluminum hydroxide prices, along with the oscillating operation pattern of fluorite powder and sulphuric acid prices, led to a slight loosening of cost support for aluminum fluoride; yet, the rigid costs on the raw material end still limit the space for profit recovery in the industry.

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