(10.25-10.31) Titanium Weekly Review

perovskite

This week, the mining market is weak and stable. As of now, the transaction price of small and medium-sized manufacturers 46 and 10 titanium ore is 2,080 - 2,150 yuan/ton, the price of 47 and 20 ore is 2,250 - 2,350 yuan/ton, and the price of 38 titanium middling ore excluding tax is 1,500 - 1,550 yuan/ton; This week, Panxi titanium ore enterprises are still under-started, and the downstream titanium dioxide market starts to decline. The transaction atmosphere in the titanium ore market is deserted. Enterprises are cautious in purchasing. Some small and medium-sized miners are in panic. Market prices are chaotic. New order prices continue to be slightly lowered. Market prices are expected to be weak and stable.

The imported titanium ore market has temporarily stabilized. As of now, the price of titanium ore in Mozambique is US$370/ton, and the price of mine 47-49 in Kenya is US$360/ton. The demand for titanium raw materials in the international market is good, and the operation of the China market is weak. There is great pressure to purchase high-priced titanium ore. Moreover, the supply of high-quality titanium raw materials in China is tight, and the imported titanium ore market is operating smoothly.

titanium slag

This week, the high-titanium slag market is operating in a downturn, and the market prices are relatively chaotic. Enterprises in the north have not yet bid for this month, and the demand in the downstream market is weak. The demand for high-titanium slag is sluggish. The market supply is oversupplied. The current transaction price of high-titanium slag in the market is around 7000 yuan/ton. The price is low, and the high-titanium slag market is running difficult.

This week, the acid residue market is running smoothly. As of now, the ex-factory price including tax in Sichuan is 5,820 - 5,870 yuan/ton, and the ex-factory price including tax in Yunnan is 4800 yuan/ton. The price of raw material titanium ore has declined slightly, and the supply of goods is relatively tight. Yunnan will enter the dry season next month. Electricity prices will rise. The downstream titanium dioxide market will be weak, and the acid residue market will be under great pressure. Due to cost pressure, the acid residue market price is expected to be weak and stable.

titanium tetrachloride

This week, the titanium chloride market is operating steadily. The current market price of titanium tetrachloride is 6,000 - 6,400 yuan/ton. There are low-priced transactions in some regions. The market demand for titanium tetrachloride is weak, and the cost pressure of downstream enterprises is high. The titanium tetrachloride market is under-started, market supply and demand are both weak, and prices are temporarily stable.

titanium dioxide

This week, the titanium dioxide market is still weak. As of now, the ex-factory price of rutile titanium dioxide including tax in China is 14,100 - 15,400 yuan/ton, and the ex-factory price of anatase titanium dioxide including tax is 13,100 - 13,600 yuan/ton; This week, the central environmental protection team settled in Panzhihua, and the production of most titanium dioxide factories has been affected. Coupled with the impact of market and equipment maintenance, according to incomplete statistics, about 20 companies in the market have reduced production and stopped production, and titanium dioxide output has declined; The market is in the off-season, and demand is weak. Titanium dioxide companies have great shipping pressure and market price competition pressure. Some companies have a discount of 200 yuan/ton for new orders. In November, the market was mostly bearish, and the market sentiment was low. Titanium dioxide prices are expected to remain weak.

sulfate

This week, China's sulfuric acid has basically stabilized. As of now, the price of 98% of smelting acid in Henan is 200-260 yuan/ton, the ex-factory price of 98% of ore acid in Sichuan is 600-700 yuan/ton, and the factory price of smelting acid is 450-600 yuan/ton; This week, the downstream phosphate fertilizer market demand is general, mainly due to maintenance plans for major factories in some regions, and the demand for outsourced sulfuric acid by enterprises has declined; Affected by environmental protection inspections in Sichuan, the construction of upstream and downstream enterprises has declined, and the transaction atmosphere has weakened. At present, sulfuric acid prices are high, and the costs of downstream industries are still under pressure. The market has basically maintained just demand, and the sulfuric acid market has temporarily stabilized. In the later period, with the maintenance of major acid factories in some regions, supply is expected to decline, while the regional differentiation of sulfuric acid prices is gradually obvious, and prices are expected to fluctuate mainly.

sponge titanium

This week, the sponge titanium market has temporarily stabilized. The transaction price of grade 1 sponge titanium is between 42,000 and 43,000 yuan/ton, and there are some low-price transactions in the market. Recently, the supply of sponge titanium in the market has been relatively stable, and the demand in the downstream titanium industry is still weak. The supply and demand of the sponge titanium market is weak. The cost of raw and auxiliary materials is high, the production of sponge titanium is losing money, and the market is weak and stable.

Market outlook forecast:

1. The supply in the titanium ore market is tight, and the price is weak and stable;

2. Demand for titanium dioxide is poor and the market continues to be stable and weak;

3. The supply and demand of sponge titanium are weak, and the market is weak and stable.