Titanium dioxide enterprises set off within the year the fifth round of price rise market prices remain strong and firm operation

Industry analysts, Yan Titanium industry analyst Yang Xun pointed out that the current trading market is still facing off obviously, the price market in the state of the game.Mainly reflected in two aspects, the demand side is the first plastic masterbatch and other industries into the off-season, the overall demand declines;Two is the cost of transmission down difficult, for the high price of titanium dioxide resistance, simply stop production;Third, high price titanium dioxide forced end customers to the direction of substitutes.For example, Omya, a Swiss multinational manufacturer of industrial mineral products, has launched three types of functional calcium carbonate, which can reduce the use of titanium dioxide by 10-20%. It is reported that the three types of functional calcium carbonate were originally produced in Indonesia and are particularly effective in the paint, architectural coatings, powder coatings and ink industries.

The supply end is always tight titanium concentrate price is high, titanium dioxide raw material cost is high;Second, the majority of foreign trade orders, the main manufacturers have received orders until June;Third, the vast majority of manufacturers and channels spot stress, especially some of the main brand products;Fourth, environmental inspections and unexpected events make manufacturers in some areas stop production;Fifth, some manufacturers to produce rutile type crude products, some anatase type products in short supply.

Janson thinks, producers control source, more strong, more agents basic can guarantee that the supply of goods is reduced, the reduction for situation, terminal market spot tensions intensified, which makes the customer for a large number of spot and the price is lower than the ex-factory price of 200-300 yuan/ton the suppliers should be screened, the more spot stress the need to be cautious trading.

At present, most of the domestic sulfuric acid rutile type and anatase type titanium dioxide of the mainstream quotation in 19800-21000 yuan/ton and 18300-19000 yuan/ton,Domestic and imported chlorination rutile type titanium dioxide according to the use of the mainstream price in 21500-23500 yuan/ton and 27000-28500 yuan/ton (the above are tax included cash out price).

When it comes to the future forecast, Yang Xun believes that the domestic titanium dioxide price market is strong, titanium dioxide continued to rise for 11 months, there have been large manufacturers announced 1000 yuan/ton, other manufacturers or continue to follow the rise, "51" small holiday did not disrupt the rhythm of the price market.In the short term, the game between supply and demand is obvious, the demand enters the off-season, the terminal resistance to high titanium dioxide is heavy;Supply side manufacturers high cost, export, spot tight, low start, "core titanium dioxide" stable line.Without demand support, it is not clear where the market will go in the medium to long term, but gains in May were as expected, with real price firming now and a single price subject to spot conditions.

Janson told reporters, since April, titanium pigment market prices remain high, willingness to accept high prices have not yet reached the expected terminal market, tension clear on both ends of the supply and demand, prices in the market is still in the game state, the downstream customer once pressure conduction not bottom go to shut down, and the supply manufacturers, "ten thousand" reason to continue to rise in price,For example, large miners continued to rise 100 yuan/ton, leading to the Panzhihua titanium concentrate price market overall climbing;Export orders have been received in June.Part of the manufacturers operating rate is not high, the source of low inventory positions, and so on, and this is a real fact.So the price of titanium dioxide in a high state, the domestic supply and demand against the obvious.

At the end of April, Panxi large miners up 100 yuan/ton, synchronous implementation of the surrounding miners, titanium dioxide raw material costs increased by 250 yuan/ton in theory, from the perspective of raw material boost, titanium dioxide is still likely to continue to rise in price.At present, the downstream customers of high titanium dioxide accept hard obviously, before, during and after the part has been stock up to June "will sit quietly mood is thicker," continued exploration on rising prices have the client to substitute, such as the mia (OMYA) Switzerland a multinational manufacturers launched three new functional industrial mineral products, calcium carbonate, 10-20% can reduce the dosage of titanium pigment,According to the introduction, these three functional calcium carbonate originated in Indonesia, especially in the paint, building coatings, powder coatings and ink industries and other applications are very good.

According to the statistics provided by the General Administration of Customs, in 2020, the cumulative export of titanium dioxide was 1,21,407,749 million tons, an increase of 20.99% year on year, and the export to India was 135,829783 million tons, accounting for 11.18% of the total export, almost maintaining the total national export of 10,000 tons/month.

Yang Xun analysis that India's epidemic situation is grim, as in the past, after the renewal of the seal may be, titanium dioxide exports to India there is a serious risk, titanium dioxide export market contraction risk.