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钛白粉价格上涨
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钛白粉:涨涨涨涨涨!
Zhong Guo Hua Gong Bao· 2025-10-11 04:42
与此同时,随着"金九银十"传统消费旺季的临近,钛白粉终端需求逐步恢复,社会库存消化速度有望提 升,对价格形成一定支撑。海外市场补库需求增加,也带动了钛白粉的出口。 孙哲宇认为,钛白粉价格此前持续低迷,企业长期处于亏损或微利状态,盼涨情绪较强。龙头企业龙佰 集团发布涨价函起到了引领作用,向市场传递了积极信号,增强了市场对价格上涨的预期,其他企业也 纷纷跟进,形成了集体宣涨的局面。 颜钛钛行业分析师杨逊表示,目前这一波涨价潮,巩固了市场利好信心,对刺激客户需求有一定的促进 作用。 钛白粉市场后市如何发展?杨逊认为,钛白粉价格市场的整体趋势依然向上,这个旺季虽然不及预期, 但仍有一定成色。短期看,尽管原料成本处于博弈状态,但十月的市场价格或大概率保持坚挺运行,具 体新单价格还是看单、看量、看付款形式的一单一议。 涂多多产业大数据部钛分析师齐宇指出,印度出口关税消息有待最终确认,市场仍有利好支撑,后期钛 白粉出口量或将有所增长。钛白粉企业仍有部分在手订单,成本支撑下预计价格还会有小幅上涨预期。 龙佰集团(002601)股份有限公司9月30日发布涨价函,从10月10日起,所有钛白粉在国内市场上调300 元人民币/吨,国 ...
长期亏损下,钛白粉行业再掀涨价潮
Hua Xia Shi Bao· 2025-08-23 04:09
Group 1: Price Increase Announcements - Multiple domestic titanium dioxide companies, including Longbai Group and Huiyun Titanium Industry, announced price increases effective August 18, 2025, raising prices by 500 RMB/ton for domestic customers and 70 USD/ton for international customers [1][2] - Titanium Hai Technology was the first to initiate the price increase, raising prices by 800 RMB/ton for domestic customers and 80 USD/ton for international customers on August 15, 2023 [2] Group 2: Market Conditions and Demand - Analysts suggest that if downstream demand increases in September, it could lead to a gradual realization of small price increases for titanium dioxide [1][4] - Current low inventory levels among traders and downstream factories may support the potential for price increases, although the overall supply remains ample [4] Group 3: Financial Performance of Companies - Longbai Group reported a revenue of 13.342 billion RMB for the first half of 2023, a decrease of 3.34% year-on-year, with a net profit of 1.385 billion RMB, down 19.53% [7] - Another company, Anada, experienced a net loss of 26.27 million RMB in the first half of 2023, a significant decline from profitability due to decreased gross margins in titanium dioxide [7][8] Group 4: Industry Challenges - The titanium dioxide industry is facing significant challenges, including high raw material costs and a prolonged period of losses, with average losses reported at around 1,000 RMB/ton from January to mid-August 2023, escalating to approximately 2,000 RMB/ton in August [6] - The industry is experiencing a supply-demand imbalance, with excess capacity leading to price declines, and companies are exploring transformations or restructuring due to poor performance [8][9] Group 5: Future Outlook - Long-term forecasts suggest that as profitability declines among many titanium dioxide producers, some may exit the market, potentially leading to a rebound in prices by 2026 [9] - However, the rapid expansion of domestic production capacity and insufficient demand from downstream industries may hinder significant price recovery in the near term [9]
最高每吨涨800元!多家行业龙头,集体调价
Group 1 - The recent price increase in titanium dioxide (TiO2) is driven by rising production costs, particularly due to high prices of raw materials like titanium ore and sulfuric acid [4][6] - Over 20 TiO2 producers, including leading companies like Longbai Group, have collectively announced price hikes, with domestic prices increasing by 500 CNY/ton and international prices by 70 USD/ton [2][5] - The market sentiment is improving, with increased order volumes and a shift towards concentrated purchasing as the traditional peak season approaches [4][5] Group 2 - The demand for TiO2 is showing signs of steady growth, particularly in the coatings, plastics, and paper industries, with a year-on-year increase of approximately 12% in demand for engineering plastics driven by the lightweighting trend in electric vehicles [6][7] - The TiO2 market experienced fluctuations in pricing throughout the first half of the year, with a notable decline in prices during the second quarter due to reduced downstream demand and increased inventory pressures [7] - Major companies in the TiO2 sector, such as Longbai Group and Anada, reported declines in revenue and profit margins in their first-half financial results, attributed to soaring sulfuric acid prices and fluctuating titanium concentrate prices [7]
【市场探“涨”】最高每吨涨800元!多家行业龙头,集体调价
Group 1: Price Increase Overview - The price of titanium dioxide has recently increased, with leading company Longbai Group announcing a price hike of 500 CNY/ton for domestic customers and 70 USD/ton for international customers starting August 18 [2][4] - Over 20 titanium dioxide producers have collectively announced price increases, driven by high raw material costs, particularly titanium ore and sulfuric acid, which have put significant pressure on production costs [4][9] - The overall market sentiment for titanium dioxide is improving, with increased order volumes and a reduction in low-price orders as the "Golden September and Silver October" peak season approaches [5][10] Group 2: Market Dynamics and Demand - The demand for titanium dioxide is primarily concentrated in the coatings, plastics, and paper industries, with steady growth observed in traditional downstream sectors such as coatings and plastics [9] - Emerging markets in Southeast Asia and the Middle East are driving demand growth, with an annual increase of approximately 5%-8%, while the real estate demand in Europe and the U.S. remains under pressure [9] - The first half of the year saw a fluctuating price trend for titanium dioxide, with a significant price drop in the second quarter due to reduced downstream demand and increased inventory pressure [10] Group 3: Company Performance - Longbai Group, the world's largest titanium dioxide producer with an annual capacity of 1.51 million tons, reported a revenue of 13.33 billion CNY in the first half of the year, a decrease of 3.34% year-on-year, and a net profit of 1.39 billion CNY, down 19.53% [10] - Anada reported total revenue of 876 million CNY in the same period, a decline of 10.51%, and a net loss of 26.27 million CNY, attributed to decreased profit margins in titanium dioxide and losses in iron phosphate [10]