来源：市场资讯 （来源：钛资讯） 涂多多-钛日刊 一、钛市场简述 钛矿 今日攀西钛矿价格指数1775.00，较昨日持平。国内钛矿选厂开工不足，市场新单询盘偏弱，多在观 望，钛矿价格暂稳。 钛渣 2月北方企业90%低钙镁高渣招标价格5300元/吨，较1月价格下降100元/吨，原辅料成本价格较高，渣厂 维持降负荷生产，市场供需处于弱平衡，高渣价格维持低位。 四氯化钛 四氯化钛市场报价4800-5550元/吨，四氯化钛市场运行稳定，成本影响下，价格维持平稳。 海绵钛 一级海绵钛民品价格在4.5-4.7万元/吨左右，0级海绵钛报价4.6-4.8万元/吨左右，下游需求有所支撑，海 绵钛新单价格坚挺运行。 钛白粉 今日钛白粉价格指数13490.03，较昨日持平。三家氯化法企业先后发函宣涨500元/吨，据悉龙企计划发 函，市场观望情绪浓厚，钛白市场暂时持稳。 | 12000 | WALL | 60000 60 60 | CUGU. 6. 61 | 200 000 | 10 11 | | --- | --- | --- | --- | --- | --- | | 金红石 | 塞拉利品Ii02>95% | 6300-6500 ...

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua remains stable at 1795.00, with tight supply from small and medium miners and high downstream demand supporting prices, although a supply-demand standoff persists, indicating potential for slight price increases [1] - The high titanium slag bidding price in northern enterprises is 5400 CNY/ton, unchanged from December, with high production costs and weak demand keeping prices low [2] - Titanium tetrachloride prices range from 4800 to 5500 CNY/ton, with a price increase of 50-200 CNY/ton this month due to reduced supply and low inventory levels at some factories [3] Group 2: Pricing Summary - Titanium ore prices for various grades remain unchanged, with the price for TiO2 > 47% at 1800-2050 CNY/ton and TiO2 > 46% at 1580-1630 CNY/ton [6] - The price for rutile from Sierra Leone with TiO2 > 95% is stable at 6500-6700 CNY/ton, while the price for titanium slag from various regions remains consistent [7] Group 3: Industry Operations - Domestic titanium ore production is insufficient due to operational issues in Panzhihua and Yunnan, as well as low temperatures affecting operations in Chengde [9] - The sponge titanium industry is operating at a high level, indicating strong production activity [10] - The titanium dioxide market is experiencing high operating rates, although some companies have maintenance plans that may affect production [9]

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua remains stable at 1793.75, with tight supply in the spot market and high operating rates in downstream markets [1] - The high titanium slag bidding price in December is 5400 CNY/ton, down by 50 CNY/ton from November, with production losses reported and low market operating rates [2] - The market price for titanium tetrachloride is stable at 4800-5500 CNY/ton, with reduced supply this month leading to a balanced supply-demand relationship [3] Group 2: Titanium Sponge and Titanium Dioxide - The price for first-grade titanium sponge is around 45,000-47,000 CNY/ton, while zero-grade titanium sponge is priced at 46,000-48,000 CNY/ton, indicating a stable market with cautious stocking sentiment from downstream enterprises [4] - The titanium dioxide price index is stable at 13183.68, with increased operating rates in Shandong and a recovery in production from previously shut-down plants, leading to an expected increase in output for December [5] Group 3: Industry Operations - Recent reductions in production from major manufacturers and the shutdown of water selection plants in the Xinjiu region have led to a decline in titanium ore operating rates [9] - Titanium dioxide production is maintained at a high level due to the recovery of some factories from maintenance and increased operations from major manufacturers [9] - High operating rates are reported in the titanium sponge sector [10]

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua is 1837.50, down by 10.00 from the previous day, indicating low demand from downstream markets and continued pressure on miners to sell [1] - The bidding price for high-titanium slag in northern enterprises is 5450 CNY/ton, a slight increase of 10 CNY/ton from October, with a total bidding volume of 10,000 tons for December [1] - The market for titanium tetrachloride is stable at 4800-5300 CNY/ton, despite rising production costs and limited demand [1] - The price index for titanium dioxide (TiO2) has increased by 123.66 to 13183.68, with Longbai Group raising its December execution price by 500 CNY/ton [1] Group 2: Price Summary - Titanium ore prices for various grades remain stable, with specific prices ranging from 1000 to 2050 CNY/ton depending on the quality [2] - Imported titanium ore prices are stable, with Vietnamese B ore priced at 290-305 USD/ton and Australian ore at 285-305 USD/ton [2] - The price for rutile from Sierra Leone is between 6500-6700 CNY/ton, while the price for ilmenite is between 5800-6200 CNY/ton [2] Group 3: Industry Operations - Raw material supply for titanium ore is tight, leading to insufficient operating rates in processing plants [5] - The operating rate for titanium dioxide production remains high, with the market observing upcoming maintenance schedules [5] - The operating rate for sponge titanium enterprises is at a high level, indicating strong production activity [6]

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua remains stable at 1847.50, with weak downstream market conditions and significant pressure on new orders [1] - The high titanium slag bidding price in northern enterprises is 5450 CNY/ton, reflecting a slight increase of 10 CNY/ton from October, with a weak but stable market [2] - The market price for titanium tetrachloride is quoted between 4800-5300 CNY/ton, with increased production costs but limited demand support, leading to price stability [3] Group 2: Titanium Products Pricing - The price for primary sponge titanium is around 45,000-47,000 CNY/ton, with 0-grade sponge titanium priced at 46,000-48,000 CNY/ton, indicating a stable market with strong new order pricing [4] - The titanium dioxide price index is at 13292.21, remaining unchanged, with over 20 titanium dioxide companies expressing intentions to raise prices due to high production costs [5] - A summary of titanium product prices shows no significant changes across various specifications, with prices for titanium ore and imported titanium ore remaining stable [6][7] Group 3: Industry Operations - The supply of raw materials for titanium ore remains tight, leading to insufficient operating rates at processing plants [9] - The operating load for titanium dioxide production is high, with the market largely in a wait-and-see mode regarding future maintenance schedules [9] - Sponge titanium enterprises are operating at high levels, indicating strong production activity in this segment [9]

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua remains stable at 1847.50, with miners adopting a wait-and-see approach due to weak downstream market conditions [1] - The high titanium slag bidding price in northern enterprises is 5450 CNY/ton, reflecting a slight increase of 10 CNY/ton from October, but the market remains weak with significant selling pressure [1] - The titanium sponge market is stable, with first-grade titanium sponge prices around 45,000-47,000 CNY/ton, while zero-grade prices range from 46,000-48,000 CNY/ton, indicating a lack of new orders [3] Group 2: Titanium Product Pricing - The titanium white powder price index is stable at 13292.21, with production costs for sulfate titanium white being high, leading to a potential price increase of 500 CNY/ton [4] - The pricing summary for various titanium products shows no significant changes, with titanium ore prices remaining steady across different grades [5][6] - The market for titanium tetrachloride is stable, with prices ranging from 4800 to 5300 CNY/ton, as raw material costs remain unchanged [2] Group 3: Industry Operations - The supply of raw materials for titanium ore is tight, resulting in insufficient operating rates at processing plants [8] - The operating load for titanium white powder is high, with the market awaiting updates on future maintenance schedules [9] - Titanium sponge enterprises are operating at high levels, indicating strong production activity in this segment [9]

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua remains stable at 1875.00, with market inquiries weakening as the holiday approaches, leading companies to focus on fulfilling existing orders [1] - High titanium slag bidding price in northern enterprises is set at 5650 CNY/ton, down 200 CNY/ton from last month, indicating increased market competition and potential for continued price weakness [2] - The market price for titanium tetrachloride is stable at 5000-5300 CNY/ton, with production and sales in balance [3] Group 2: Titanium Sponge and Titanium Dioxide - The price for first-grade titanium sponge is around 48,000-49,000 CNY/ton, while some zero-grade titanium sponge is priced at 49,000-50,000 CNY/ton, with high social inventory and weak demand affecting price stability [4] - The titanium dioxide price index is at 13407.75, remaining unchanged, with the Indian court lifting anti-dumping duties on titanium dioxide imports from China, which is expected to positively impact the domestic market [5] Group 3: Industry Operations - The titanium ore market is experiencing insufficient operational capacity due to controlled external dispatch of raw ore [9] - The titanium dioxide market is also facing limited production and maintenance activities, contributing to insufficient operational capacity [9] - Weak demand for titanium sponge has led some companies to control production levels [10]