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Since August, domestic titanium dioxide companies have successively raised their quotations
.
In fact, just last month, there was a round of price increases in the titanium dioxide market, and nearly 30 production companies announced price increases, including Jinpu Titanium Industry Co.
, Ltd.
, Lomon Billions Group Co.
, Ltd.
, and Panzhihua Titanium Chemical Industry Co.
, Ltd.
Co.
, Ltd.
, etc.
have successively increased, and the domestic sales price has generally increased by 500 yuan
.
It is worth mentioning that this year's titanium dioxide increase time is earlier than in previous years
.
Regarding the reasons for the price increase of titanium dioxide enterprises in this round, Yang Xun, an analyst of Yantai titanium industry, believes that the strong export market and tight supply are the main factors
.
"At the end of the first quarter, the domestic epidemic was severe, manufacturers were more pessimistic, and the price of titanium dioxide fell rapidly.
Enterprises were forced to reduce the operating rate or even stop production, and the supply of goods was greatly reduced
.
The increase in the price of raw and auxiliary materials is also a factor for the increase of titanium dioxide enterprises in this round
.
The Vanadium and Titanium Trading Center believes that the recent titanium dioxide market is generally trading, and most of the production enterprises are in a state of loss
.
Yang Xun believes that most of the manufacturers who have announced the increase this time are in the "returning" stage in the recent stage due to the large number of domestic sales and foreign trade orders in the early stage
.
Relevant industry insiders pointed out that the current situation of demand is unstable, which has led to the gradual rise of price chaos in the titanium dioxide market
.
This reflects the stockholders' comprehensive judgment on the market and their lack of confidence in the market outlook
.
In fact, the more the price war is, the more we need to keep our eyes open.
At present, the channel market is being purified, and individual non-compliant dealers will gradually be eliminated
.
Yang Xun believes that there are three possibilities for the traditional peak season demand of "Golden Nine and Silver Ten": First, customers who have long-term stocking, almost no purchase plan from September to October; second, customers who have stocking for 2 months, September just happens to be When it comes to a new round of procurement cycle, it’s just that the wait-and-see mood is stronger, and more purchases are made on demand, and there are relatively more such customers; third, customers who have stocked up for one month, August or the second round of stocking will drown out the peak season
.
On the whole, there is a weak risk in this peak season of "Golden Nine and Silver Ten", but it will not be much worse
.
At present, the spot of some mainstream factories is still tight, and the price is firmly rising.
It is expected that the titanium dioxide market may continue to rise with a high probability in late August, and the second round of price increases will basically consolidate the results of the first round of price increases
.
It is also generally expected in the industry that, from the current strong export demand and the increase in prices of small and medium-sized titanium dioxide enterprises, the leading enterprises in the industry will likely increase their prices in the future
.
Guotai Junan said that as the impact of overseas epidemics weakens and demand gradually recovers, chemicals with low inventory levels and high operating loads are expected to usher in a round of inventory replenishment, and varieties with rising prices and historically low prices are worthy of attention.
.
At the same time, domestic demand is expected to boost demand, and it is recommended to pay attention to leading chemical companies with high performance certainty
.
Changjiang Securities analysis believes that China is a major exporter of titanium dioxide, and its supply situation affects the price changes of global titanium dioxide
.
At present, overseas demand is strong, domestic consumption is picking up, and raw material prices are rising, and domestic titanium dioxide prices are expected to bottom out
.
At the same time, with the continuous progress of mergers and acquisitions, the competition pattern of the titanium dioxide industry is getting better, and you can focus on the industry leaders
.
