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. 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. Recently, large factories have closed orders, Sichuan Environmental Protection Inspection and power rationing, and some manufacturers in Shandong have planned maintenance. The inventory of anatase titanium dioxide is low and the supply is tight. After entering Jinjiu, the demand for titanium dioxide is good, and the market price of titanium dioxide is expected to run upward.
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 increased this week. Affected by environmental protection, the spot supply of titanium ore in Yunnan is tight and the manufacturer’s inventory is low. 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, the quotation excluding tax of 38 grade titanium ore is 1550-1650 yuan / ton, that of 46 grade 10 titanium ore is 2380-2450 yuan / ton, and that of 47 grade 20 ore is 2500-2550 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 has been temporarily stable 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. Stable operation of sulfuric acid
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 increased, the price of sulfuric acid was temporarily stable, and the cost support was 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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