Market price analysis of titanium series

1.1 market price analysis of titanium series

Titanium ore

The market price of some titanium ores continued to fall this week. Up to now, the transaction price of 46 and 10 titanium ores of small and medium-sized manufacturers is 2320-2400 yuan / ton, the quotation of 47 and 20 mines is 2500-2550 yuan / ton, and the quotation excluding tax of 38 and 42 mines is 1600-1650 yuan / ton; This week, the titanium ore market was weak, some small and medium-sized miners panicked, and the actual transaction price of small and medium-sized titanium ore was low; In addition, due to the influence of limited power and gas in the downstream titanium dioxide market recently, the titanium dioxide manufacturers are underemployed, the market demand is reduced, and the market price of some titanium ores has declined. Due to the downturn of iron ore market and high inventory, the operating rate of water separation plant declines and the market supply decreases, the low price of titanium ore will stop falling and may rebound in the later stage. At present, due to the biodiversity conference in Yunnan, the commencement and transportation of Yunnan titanium ore are limited, and the price of Yunnan titanium ore remains stable.

The market price of imported titanium ore is stable. So far, the quotation of Vietnam a ore is $400 / ton, Vietnam B ore is $360 / ton, Australia titanium ore is $400 / ton, and kemel 50 titanium ore is $430 / ton. The international supply of titanium raw materials continues to be tight, the transportation of imported titanium ore is still limited, and the transaction price of some imported titanium ore has increased.

Titanium slag

This week, the market quotation of high titanium slag is relatively chaotic. The quotation of some high titanium slag ordinary slag is more than 9000 yuan / ton. Due to the power restriction policy in Inner Mongolia, the operation of high slag manufacturers is low, and the market supply is tight. In addition, the electricity price in Inner Mongolia has increased, and the production cost of high slag has increased; Limited film production in Liaoning and Yunnan, and limited manufacturer production; At present, the overall market supply of high titanium slag is tight, enterprises are reluctant to sell, and the price of high titanium slag will continue to rise.

The market price of acid residue is stable this week. Up to now, the ex factory price including tax in Sichuan is 6010-6160 yuan / ton, and the price of acid residue in Yunnan is not quoted temporarily. Affected by the biodiversity conference, the market transportation in Yunnan is limited. In addition, the electricity price in Yunnan will rise again in the near future, the price of raw and auxiliary materials will remain high, and the cost pressure of acid residue is great. At present, the manufacturers of acid residue in Yunnan have sealed the order.

Titanium tetrachloride

The titanium chloride market was stable on Thursday. At present, the market price of titanium tetrachloride is 7000-7800 yuan / ton; This week, the price of liquid chlorine kept rising. The cumulative maximum increase of liquid chlorine price was more than 1000 yuan / ton. The price of high slag and petroleum coke also remained high. The cost pressure of titanium tetrachloride enterprises was great. With the rising cost, the price of titanium tetrachloride will rise again.

Titanium dioxide

The titanium dioxide market is relatively stable. This week, Oriental titanium industry sent a letter to increase the price of titanium dioxide by 700 yuan / ton. Up to now, the ex factory price of rutile titanium dioxide in China is 19000-21500 yuan / ton, and the ex factory price of anatase titanium dioxide is 17000-19000 yuan / ton; Recently, due to the tight supply and demand of natural gas in Panzhihua area, the production of some titanium enterprises in Panzhihua is limited, and the production conditions of each enterprise are different, so the impact is different; Guangxi, Shandong and other regions are still limited by the sound of films. At present, the overall titanium dioxide market is under construction; Some prices of raw materials titanium ore and sulfuric acid fell slightly this week, but the overall price remained high; The downstream coating market has been affected recently, the market demand has decreased, and the overall market is in a balanced state. Recently, the transaction situation of titanium dioxide market is relatively cold, and the price rise of titanium dioxide market is under pressure.

sulphuric acid

This week, the market price of sulfuric acid was mixed. Acid prices in Shandong, Hebei, Inner Mongolia and other regions continued to rise this week. At present, the ex factory price of 98% of smelting acid in Shandong is around 700-780 yuan / ton, up 4% - 6.06% month on month; In some areas of Shandong, the supply is tight, the inventory of manufacturers is low, and the price of sulfuric acid is increased by 30-50 yuan / ton. Inner Mongolia Chifeng and Liaoning Huludao acid plants continued to raise acid prices this week due to the recent stable demand for chemical fertilizer, reduced local supply and tight spot supply. Affected by this, the acid prices of the main acid plants in Tangshan, Hebei also increased significantly. Hubei and Henan showed a downward trend. The price of 98% of smelter acid in Hubei was around 650-800 yuan / ton, down 0-9.1% month on month; The start-up of the fertilizer market in Hubei fell, but the surrounding sulfuric acid supply was sufficient. The acid price of the local main acid plant was reduced by 100 yuan / ton this week. In Henan, due to the successive reduction of acid price by small plants in the early stage, the inventory of the main acid plant continued to rise, and the acid price was reduced by 50 yuan / ton this week; At present, the downstream market demand is light, the demand for sulfuric acid is relatively stable, and the overall sulfuric acid market price is stable.

Sponge titanium

The market price of sponge titanium is stable this week. At present, the market price of primary sponge titanium is 73000-85000 yuan / ton, the price of raw materials is high, the cost of sponge titanium is high, and the enterprise is still under great pressure; At present, the transaction prices of some sponge titanium are still low, and semi process enterprises are still in a state of loss; The downstream titanium market demand is relatively stable. As the prices of some raw materials continue to rise, the price of sponge titanium will also rise steadily.

Future forecast:

1. The operating rate of titanium ore market will decline, and the low price of titanium ore will stop falling;

2. Titanium dioxide market turnover is general, and the price rise is under pressure;

3. As the price of sponge titanium raw materials continues to rise, the price will also rise steadily.

1.2 price comparison of titanium products this week