1、 Price trend
Taking the rutile titanium dioxide produced by sulfuric acid process with a large amount of goods in the domestic market as an example, according to the monitoring of bulk commodity data, the titanium dioxide market was basically stable this week. The average price of titanium dioxide in China is 21066.67 yuan / ton.
2、 Market analysis
This week, the domestic titanium dioxide market was basically stable. Due to the limited power and environmental impact in Sichuan and Guangxi, some manufacturers of enterprises have stopped production for maintenance. The supply of anatase titanium dioxide in this area tends to be tight, and the transaction price has increased slightly. At present, the titanium dioxide market is picking up. Up to now, the factory quotation including tax of rutile titanium dioxide in China is 19000-21600 yuan / ton; The ex factory quotation of anatase titanium dioxide including tax is between 17500-19000 yuan / ton.
According to the customs data, in July 2021, China’s titanium dioxide export was about 87500 tons, a year-on-year decrease of 10.32% and a month on month decrease of 13.03%; From January to July 2021, the cumulative export volume was about 728000 tons, with a year-on-year increase of 11.55%, and the cumulative export volume increased by 75400 tons from January to July 2020.
In July 2021, China imported about 17500 tons of titanium dioxide, an increase of 19.60% year-on-year and 7.04% month on month; The cumulative import from January to July was about 114800 tons, a year-on-year increase of 24.57%, and the import volume from January to July 2020 increased by about 22600 tons.
In terms of titanium concentrate, the price of titanium concentrate in Panxi area was adjusted at a high level this week. Affected by environmental protection, the spot supply of titanium ore in Yunnan is relatively tight, and the market starts at a low level. Affected by the epidemic, the supply of imported titanium ore also continued to be tight, and small and medium-sized miners were reluctant to sell titanium ore. At present, 38 grade titanium ore is quoted at 1380-1500 yuan / ton, 46 grade 10 titanium ore is quoted at 2350-2380 yuan / ton, and 47 grade 20 ore is quoted at 2450-2550 yuan / ton.
According to the customs data, in July 2021, China imported 250700 tons of titanium ore, with a year-on-year increase of 15.95% and a month on month decrease of 29.99%; From January to July 2021, the cumulative import of titanium ore was about 2229900 tons, with a year-on-year increase of about 27.48%, and a year-on-year increase of about 480100 tons from January to July 2020.
In terms of sulfuric acid, according to the bulk list data of business society, the price of sulfuric acid increased slightly this week. So far, the average price of sulfuric acid in Shandong is 785 yuan / ton. In the short term, the upstream sulfur market has increased slightly recently, some sulfuric acid manufacturers have insufficient operation, the load is reduced, the downstream formic acid market is gradually rising, and the downstream procurement enthusiasm is good.
3、 Future forecast
The titanium dioxide analyst of business society believes that the current titanium dioxide market quotation is strong, the domestic demand is good, and the downstream purchases on demand. Internationally, the demand for foreign trade is acceptable and there is no pressure in the short term. On the whole, the price of raw titanium concentrate is high, slightly increased, and the cost support is strong. It is expected that the price of titanium dioxide will be strong and upward in the short term, and the actual transaction price will be mainly discussed.
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