反倾销政策压制与全球需求疲软形成共振 我国钛白粉出口遭遇“三低”

Core Viewpoint - The export volume and average price of titanium dioxide from China have declined year-on-year and month-on-month in the first half of this year, marking a continuous decrease for three months in a row for month-on-month exports and four months for year-on-year exports. The main reasons for this decline are anti-dumping policies from India and Brazil, coupled with a slowdown in global economic growth leading to reduced end-user demand [1][2]. Group 1: Export Performance - China's titanium dioxide exports to India fell by 49% year-on-year in the second quarter, while exports to Brazil plummeted by 56% year-on-year due to the implementation of anti-dumping taxes [1]. - The overall export data for the first half of the year shows a decline in both volume and price, indicating a "three lows" scenario (low year-on-year, low month-on-month, and low export prices) [2]. Group 2: Market Conditions - The anti-dumping policies from the EU, Brazil, and India have significantly pressured China's titanium dioxide exports, leading to a crisis in export volume [2]. - Global demand for titanium dioxide is weak, with cautious purchasing behavior observed in Europe, South America, and Southeast Asia due to economic uncertainties and slow recovery [1][2]. Group 3: Future Outlook - Industry experts suggest a cautious optimism for the future, believing that China's titanium dioxide sector can recover to previous levels, but this recovery depends on global economic conditions and industry reforms [2]. - It is recommended that domestic titanium dioxide companies accelerate the exploration of non-restricted markets such as the Middle East and Africa, or consider overseas capacity layouts to mitigate long-term export pressures [1][2].