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After a month, Titanium Dioxide company once again raised product prices. LOMON & BILLIONS and CNNC titanium white both said that the downstream demand is very good in the near future. During the Spring Festival, the production department of the company will not rest and will produce normally. We believes that the price of titanium concentrate is supported by a high level, and the downstream demand continues to be strong. If there is no sharp rise in the future, or the rise is within 800 yuan / ton, the price of titanium dioxide is expected to continue to be strong until the middle of May, and then it is likely to be stable.
"The orders we receive now can only be delivered in a month," CNNC titanium white Securities Department told the Financial Association. At present, due to the shortage of supply, small and medium-sized customers can't get the goods. The company only supplies goods to large customers who purchase more than 1000 tons per month. Longmang Baili staff revealed that there are many orders from customers now, but we must ensure that the goods are delivered on time, and downstream customers can come to pick up the goods at any time.
As of 5:00 p.m. on February 8, the quoted price of rutile titanium dioxide produced by sulfuric ACID process has been basically higher than 18000 yuan / ton, anatase titanium dioxide is more than 14000 yuan / ton, and titanium dioxide produced by chlorination process is 19000 yuan / ton. Under the influence of rigid demand, downstream users with small consumption will accept high price purchase under the condition of insufficient stock, and other downstream intended purchase prices are currently concentrated in 17000-17500 yuan / ton.
In terms of the continuity of the current market, we believe that the price of titanium dioxide will continue to rise during this period, and it is expected to be stable in April. Now the mainstream price of 17500-18000 yuan / ton may not be able to get the goods, and it is quite hopeful that the ton price will break through 19000 yuan. LOMON & BILLIONS agreed that the market will continue, but did not state the time node.
According to statistics, as of 12:00 on February 9, 19 titanium dioxide enterprises have announced price increases of 800 yuan and 1000 yuan. Tian Xiaoyu said that it is expected that titanium dioxide enterprises will follow the rise before the year.
This round of price adjustment has a large range, withLOMON & BILLIONS, CNNC titanium white and Jinpu titanium increasing by 1000 yuan / ton, and Huiyun titanium industry increasing by 800 yuan / ton. Since 2018, LOMON & BILLIONS has been increasing by 300-500 yuan / ton, with the highest increase of 800 yuan / ton in October 2020. In the same period, CnTI white has increased by 500 yuan / ton, with 800 yuan / ton in early October and 1000 yuan / ton in late October 2020.
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June 25, 2023
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