钛白粉旺季涨价预期强烈

Group 1 - The titanium dioxide market has entered a traditional peak season, with new orders generally seeing price increases ranging from 100 to 300 yuan per ton, and some producers raising prices by 500 yuan [1] - Analysts indicate that user-side orders are concentrated, and inventory has been completed, leading to a delivery phase in the market. However, some delivery schedules have been pushed to October due to increased delivery pressure on producers [1] - The price of titanium ore remains stable, while sulfuric acid prices are strong, putting significant cost pressure on producers, with some even operating at a loss. Chloride process producers are performing relatively better, leading to a narrowing price gap between sulfate and chloride titanium dioxide [1] Group 2 - Domestic prices for sulfate process rutile titanium dioxide range from 13,500 to 14,500 yuan, while the prices for sulfate process anatase titanium dioxide are between 13,000 and 13,500 yuan. Chloride process rutile titanium dioxide prices are between 17,000 and 19,000 yuan, and imported chloride process rutile titanium dioxide prices range from 31,000 to 35,000 yuan [2] - Current orders for titanium dioxide production companies have increased, with some companies scheduling orders until late September or mid-October, while a few are controlling order intake. However, terminal market demand is not expected to see significant improvement, and foreign trade orders are still below expectations [2] - Due to high titanium dioxide costs, there is a strong expectation for price increases in the market, with potential for further upward movement in titanium dioxide prices [2]