Since the beginning of this year, the domestic market price of titanium dioxide has continued to rise.
Recently, the mainstream domestic market price of sulfuric acid rutile titanium dioxide has exceeded 14,000 yuan/ton, stimulating the release of production capacity
The titanium dioxide industry is seeking a balance between “de-capacity” and “release of advanced production capacity”
In the first year of the 13th Five-Year Plan, the market for titanium dioxide has continued to rise since the beginning of the year, gradually showing that it has stimulated the release of domestic production capacity
According to customs data, the export volume from January to August this year reached 477,496.
35 tons, a year-on-year increase of 33.
In the context of favorable exports and the strengthening of national environmental protection efforts, "destocking" has been achieved immediately, and "decapacity" has been implemented.
The reduction of inventory and capacity reduction have fundamentally driven market prices this year
When the market price of sulfuric acid rutile titanium dioxide rebounds to 1,3000-15,000 yuan/ton, and the market price of sulfuric acid anatase rebounds to exceed 10,000 yuan/ton, it is an increase for companies that experienced last year’s "cold" production cuts and shutdowns.
Whether to resume production at full capacity or continue to stop production is the focus of attention for the industry and enterprises
"De-capacity" is aimed at backward, environmentally non-compliant, and high-cost production capacity.
When the market improves and it is necessary to "release advanced production capacity", how to find the "balance point" between suppressing backward production capacity and releasing advanced production capacity? Only enterprises are self-disciplined, and relevant functional departments strengthen the supervision of the industry to prevent backward, environmentally non-compliant, and high-cost production capacity from resurgence by the market
According to the forecast in the "Thirteenth Five-Year" development plan of China's coatings industry, the output of coatings will maintain a growth rate of 7% in the next five years, and it is estimated that the growth rate of titanium dioxide production in the next five years will be about 4-5%
Based on this estimate, the output of titanium dioxide will be calculated from 2,323,600 tons in 2015, and the output is expected to increase to about 3 million tons in 2020
According to statistics from the Titanium Dioxide Industry Association, in 2015, the country's existing production capacity was 3.
296 million tons, and the production capacity under construction was 1.
255 million tons
Although, during the downturn of the titanium dioxide industry in 2015, a certain amount of production capacity reduction and abandonment of investment caused the overall production capacity to shrink, but the industry’s overcapacity is still a prominent problem in the industry.
"Reducing the quantity and improving the quality" optimizes the product structure in the 13th Five-Year Plan.
The "magic weapon" for survival during this period
While strengthening industry supervision and control, with the help of market means to automatically adjust, give full play to the positive role of industry associations, governments and enterprises, and enterprises and enterprises.
To control the reasonable and healthy development of the industry, backward production capacity must be eliminated.
According to the industry’s 13th Five-Year Plan, during the period Titanium dioxide production to achieve "clean production" The average comprehensive energy consumption is reduced by 20% compared with the end of the "12th Five-Year Plan"; the utilization rate of ferrous sulfate is 100%, and the utilization rate of gypsum reaches more than 80%.
Titanium dioxide enterprises must strictly implement the plan According to various national policies and industry regulations, the entire industry can enter into a reasonable, healthy and lasting development during the 13th Five-Year Plan period
Sheng Laiyun, a spokesperson for the National Bureau of Statistics and Director of the Department of Comprehensive Statistics of the National Economy, said on the 19th that the “three-removing, one-reduction, and one-replenishment” initiative promotes in-depth reforms in related fields.
The resumption of production of the eliminated enterprises still has to follow the established direction and path, and unswervingly promote the reform of the supply-side structure