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And then, Anhui Anada Titanium Co., Ltd., Shandong Dongjia Group, CNNC Huayuan Titanium dioxide Co., Ltd., Jinpu Titanium Industry Co., Ltd., Panzhihua Hengtong Titanium Co., Ltd., Guizhou Shengwei Fuquan Chemical Co., Ltd., Panzhihua Tianhai Technology Co., Ltd., Yibin Tianyuan Group Haifeng Hetai Co., Ltd., Yunnan Dahuotong Titanium Industry Co., Ltd., Yumen Jingyang Titanium dioxide Manufacturing Co., Ltd. and other titanium dioxide production enterprises have issued price adjustment letters. As of press time, 15 key titanium dioxide enterprises have issued price increase letters at the same time on September 7, which is rare. Among them, 14 enterprises announced price increases from the 7th, and one enterprise began to raise domestic and foreign market prices from the 8th. On September 8, 14 enterprises, including Ningbo Xinfu Titanium dioxide Co., Ltd., issued a price increase letter, announcing their respective enterprises' sulfuric acid process rutile titanium dioxide, anatase titanium dioxide, chlorinated titanium dioxide and other different brands of titanium dioxide products, the domestic and international prices rose 500 yuan / ton and 80,000 US dollars / ton respectively on the basis of the original price. So far, this round of price increases, a total of 30 enterprises have announced price increases in just 3 days.
With the sharp rise in the price of raw materials for the production of titanium dioxide, it has also caused the sales price of some titanium dioxide production enterprises to hang upside down with the cost price, which is also an important factor to promote the price increase of titanium dioxide. At the same time, there is still room for growth in the follow-up market.
According to reports, this is the fifth time in the titanium dioxide industry this year, and the third price rise has been launched since the second half of the year. When the "Golden Nine" is unpacked, the price market of titanium dioxide has once again returned to a new starting point. at present, the spot of mainstream manufacturers is still tight, the queuing of agents and end customers is very common, and the spot distribution of agents is relatively tight. products of specific brands of individual manufacturers have been sold out. At the beginning of the first week of September, leading enterprises began to close orders, and industry insiders believe that the price market profit this month is obvious, or it may return to the leading position, and the increase is expected to be about 500 yuan / ton, which also indicates the beginning of the third round of price rises in the second half of this year.
According to Yang Xun, an analyst in the titanium industry, the elastic demand downstream may be activated, and some end customers will start to prepare stocks in the second half of the year. After the order is unsealed, the price market of titanium dioxide may continue to maintain the pace of price increase since July. The actual holding up rate is stronger than before or stronger, and the price hardness is stronger. With the opening of the traditional peak season, the terminal demand has not yet reached the ideal level, and the fluctuation of the price market is more rational, and unprepared futures also belong to the mainstream of returning to reality. The spot inventory situation of supply-side producers is polarized: a small number of producers' spot inventory positions are relatively normal, and there are no obstacles in production and delivery; most producers' spot inventory is seriously tight, and the market weight is high, so it is still a high probability event that the profit of "Jinjiu" continues to rise, and the expected range is about 500 yuan / ton. The flood has receded, manufacturers in southwest China and other regions have gradually resumed production, the shortage of spot goods in the market may have been alleviated to a certain extent, and the terminal order cycle may be shortened, precisely because of the shortage of spot goods, most of the holders are mainly to protect the terminal supply, and the proportion of direct receipt of goods at the terminal has increased, and the spot circulation path has been shortened.
According to statistics provided by the General Administration of Customs, in July 2020, China's export volume of titanium dioxide was 97500 tons, an increase of 26.17 percent month-on-month and 10.07 percent over the same period last year. From January to July 2020, the total export volume of titanium dioxide was 660600 tons, an increase of 15.84 percent over the same period last year. Judging from the export data in July, foreign trade exports have basically recovered, but special countries still have certain restrictions because of the epidemic and other reasons, but from the expansion of export target countries, they have basically made up for the loss of quantity in these countries. The priority of manufacturers' export order delivery is still relatively high, so the domestic spot tension may continue, while the countries with relatively large volume still have some room to increase. At present, the mainstream quotations of most sulfuric acid rutile and anatase titanium dioxide in China are 12500 ~ 15000 yuan / ton and 10300 ~ 12000 yuan / ton. the mainstream prices of domestic and imported chlorinated rutile titanium dioxide are 17500 ~ 19500 yuan / ton and 25500 ~ 28000 yuan / ton (all above are tax cash out of the warehouse price).
Yang Xun's analysis believes that: from August 31 to September 4, the domestic titanium dioxide price market is strong, and at the beginning of the traditional peak season in September, with the leading enterprises sealing orders at the beginning of the week, the price market profit is obvious, although the demand enthusiasm is not high. The market waiting to rise will more or less arouse the elastic demand of end customers. In the short term, the shortage of mainstream spot supply will continue, and the price market will rise strongly and darkly even if it is not led by a rise. At present, various conditions are already in place, only waiting for the confirmation of the leading price, the quality of the "Golden Nine" peak season is not weak, and the actual transaction price is discussed one by one depending on the spot situation.
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