SMM Analysis On China September Sponge Titanium Production And October Forecast

[SMM Titanium Spot Express: Price Increase Letters Issued, Titanium Dioxide Market Consolidates in Stalemate] The titanium dioxide market remains stable. Price increase letters have been issued, but actual order fulfillment is insufficient. Demand recovery is limited, and the market has restricted room for upward or downward movement, with consolidation dominating in the short term.

【SMM Titanium Flash】On September 15th, JD.com released the "Titanium Assured" platform-level standard for the kitchen appliance industry, jointly announcing enterprise standards for pure titanium cookware and cups and mugs with the China Daily Hardware Technology Development Center and multiple brands. The standard specifies that the titanium substrate content of pure titanium cookware must be over 99%, and that of cups and mugs must be over 99.6%. It also sets requirements for titanium layer thickness, coating, and migration of harmful substances. Data shows that in the first half of 2026, online sales of titanium kitchenware increased by 94.1% year-on-year, and the growth rate of pure titanium cookware on the JD.com platform reached 335%. With the implementation of the standard and the platform's increased investment in supply chain, the large-scale application of titanium materials in the consumer kitchenware sector is expected to accelerate further.

【SMM Titanium Flash】On September 14th, Jintian Titanium Industry disclosed a private placement plan, intending to raise no more than 300 million yuan to invest in the construction of an advanced titanium alloy industrialization project for high-end equipment (Phase II). The project will add a 10,000-tonne ultra-large rapid forging unit to enhance the forging capacity of large-sized bars and extra-heavy wide forgings. The company's main products include titanium and titanium alloy bars, forgings, and components. It has already delivered batches of titanium alloy high-pressure gas cylinders to units under China Shipbuilding. The main structure of the Phase I project has been completed, and equipment joint debugging and testing have been completed. After commissioning, it will increase the annual production capacity of titanium alloy bars by 2,800 tonnes and forgings by 200 tonnes. With the implementation of the Phase II project, the company's supply capacity of high-end titanium materials for aerospace and marine equipment is expected to further enhance.