Last week, the domestic refrigerant market showed characteristics of phased adjustments in domestic demand and continued recovery in foreign trade exports. The industry as a whole maintained a tight balance between production and sales, with mainstream product prices continuing their upward trend. Specific market performance is as follows:
Core Product Dynamics 
R22, as the main refrigerant product, broke through the 40,000 yuan/ton mark during the week, setting a new high for the year, which significantly boosted the market activity of competing products such as R507A and led to structural growth in market demand. Notably, the national standard GB45944-2025 for the fourth-generation environmentally friendly fire extinguishing agent perfluorohexane (FK5112) was officially released. This standard will take effect on August 1, 2026, marking a new phase in the industry's environmental upgrading efforts.
Downstream Demand Analysis
The air conditioning manufacturing sector has entered a production adjustment period, with production schedules for August-September expected to decline to approximately 12 million units, temporarily constraining upfront demand for refrigerants such as R32 and R410A. In contrast, the automotive industry continues to grow on both fronts, with the increasing penetration of new energy vehicles and the steady expansion of the overall market driving sustained growth in demand for R134a refrigerant.
Market Trend Analysis
Currently, domestic and international trade production and sales volumes have largely achieved a dynamic balance, with robust domestic market demand in the first half of the year laying the foundation for price stability. Looking ahead to the second half of the year, as the industry's quota management system is further implemented and international trade orders continue to grow, the prices of major refrigerant products are expected to have the necessary support for sustained steady upward trends.
(Note: The data in this article is sourced from industry association monitoring systems and publicly available market information. Policy standards are subject to official government documents.)
