(8.9-8.15) Titanium Weekly Review

Ilmenite

The price of ilmenite is basically stable this week. up to now, the transaction price of 46 miner 10 ilmenite from small and medium-sized manufacturers is 2230-2260 yuan / ton, the price of 47 miner 20 is 2400-2500 yuan / ton, and the tax-free quotation of 38 titanium ore is 1620-1650 yuan / ton. The start of Panzhihua Mine is still not high this week, the overall supply of titanium ore market maintains a tight balance, the price of titanium concentrate is high, the production pressure of titanium dioxide downstream is high, the market transaction is weak, enterprises maintain rigid demand, and the market price is expected to maintain stable operation.

The market for imported titanium ore is operating stably for the time being. so far, the price of titanium ore in Mozambique is US $370 / ton and that of 47-49 in Kenya is US $360 / tonne. the domestic price of titanium ore is relatively high, the imported ore market is temporarily stable, and the downstream market is high. The supply of imported ore is tight, and the price is high and stable.

Titanium slag

The market for high titanium slag is stable and weak. The bidding price of 90% low calcium magnesium high titanium slag in northern enterprises includes tax to the factory 7390 yuan / ton, which is 210yuan / ton lower than last month. Due to the decline in market demand, the downstream part of the price has lost money, and the market price is on the low side. The decline is large, the price of titanium ore is high, the production pressure of enterprises is greater, the market supply is oversupplied, and the price is expected to be weak and stable in the later stage.

The market price of acid slag is stable for the time being. up to now, the factory price including tax in Sichuan is 5820-5870 yuan / ton, and the factory price in Yunnan is 5000-5100 yuan / ton; the price of downstream products is low, the shipping pressure of acid slag is great, and the price of raw materials remains high. Enterprise production pressure, price weak pressure operation.

Titanium tetrachloride

Titanium tetrachloride market price is stable, the current titanium tetrachloride market price is 6200-6500 yuan / ton, the downstream market demand is reduced, the price is low, the out-of-market sales of titanium tetrachloride has decreased, coupled with the high cost, the price continues to operate weakly and stably.

Titanium dioxide

This week, the titanium dioxide market remained stable, and the prices of individual enterprises increased slightly, with an increase of 100-200 yuan per ton. up to now, the tax-containing factory price of rutile titanium dioxide in China is 14800-15600 yuan / ton, and that of anatase titanium dioxide is 13800-14200 yuan / ton. This week, the overall shipping mood in the market is still not high. In July, most of the manufacturers and dealers have completed the stock preparation, and the enterprise orders in July are relatively good. The orders of manufacturers in August have obviously declined, and the inventory of some manufacturers has increased; the high prices of raw material sulphuric acid in Yunnan and Sichuan have fallen, the pressure on the cost of titanium dioxide has eased, the price of titanium dioxide remains high, the production cost of titanium dioxide is still high, and the quotations of enterprises remain strong. This week, individual enterprise dealers in East China and North China began to prepare goods, an increase in orders to be sent by manufacturers, coupled with a reduction in the supply of crude goods in Gansu, leading enterprises, and prices of some brands in the market have increased; in August, maintenance enterprises also basically returned to normal production, and market start-up rose, but terminal demand is still weak, terminal stock willingness is not enough, market wait-and-see mood is strong, raw material prices remain stable, and titanium dioxide prices will continue to operate steadily.

Sulfuric acid

The domestic sulphuric acid market is mixed this week, and prices have risen in some areas. up to now, 98% of smelting acid in Sichuan is 600-900 yuan / ton, 98% sulfonic acid price is 870-950 yuan / ton, 98% smelting acid ex-factory price is 80-410 yuan / ton, 98% ore acid price is 380-430 yuan / ton. The price of sulfuric acid is high, and the production pressure of titanium dioxide and other industries downstream in Sichuan and other areas is relatively high. With the increase of sulphuric acid supply in Yunnan and the sharp decline in acid price, the surrounding acid price has also declined in different degrees, but affected by the maintenance of acid plants in Gansu, the overall sulphuric acid supply in Sichuan is still tight, and the price adjustment is limited. However, the recent shipments of acid enterprises in Shandong, Hebei and other regions are relatively good, and enterprises are getting rid of more inventory. in addition, the market demand for phosphate fertilizer is still good, and the price of sulfuric acid also has a slight upward trend. Due to the sharp decline in prices in individual regions, some market participants are also pessimistic, but supported by the overall demand downstream, acid prices in most areas have temporarily stabilized, the decline in market prices is limited, and downstream procurement is still more cautious. Sulphuric acid market or maintain stability shock operation.

Sponge titanium

This week, the market price of sponge titanium is weak and stable, the transaction price of grade 1 sponge titanium is between 4.7 yuan and 48000 yuan / ton, there are still some low transaction prices in the market, the supply of sponge titanium is still sufficient, the enterprise inventory increases, the demand continues to be weak, and the market supply is oversupply. the price is low, the market pressure of sponge titanium is high, and the price remains weak.

Future forecast:

1. The cost of titanium ore is high, and the market price is firm.

2. The production pressure of titanium dioxide is great, and the price is stable.

3. The demand for titanium sponge is weak, and the price is weak and stable.