Titanium Nqe Lub Cuaj Hli 20, 2026: Lub Cuaj Hli Ntuj tuaj txog - Hauv Pigment, Tsis yog daim txhuam cev
Sep 20, 2026
Nqe Snapshot - Cuaj hlis 20, 2026
Kev ntsuam xyuas los ntawm lub lim tiam no qhov chaw tshawb fawb (September 15-19). Nco ntsoov qhov kev taw qhia kab txav mus thiab qhov twg nws tsis: txhua qhov kev hloov pauv lub lim tiam no yog xim xim lossis xim xim.
| Khoom | Suav teb | Lub lis piam hloov | Teeb liab |
|---|---|---|---|
| Daim txhuam cev Ti Qib 0# | ¥44,000–45,000/t | Pav ca, clearing qaug zog | Deals nyob ze ntawm ntau yam hauv qab |
| Daim txhuam cev Ti Qib 1# | ¥43,000–44,000/t | Pav ca | Tsawg- nqi thauj khoom tseem nyob |
| Sponge Ti Qib 2# | ¥42,000–43,000/t | Pav ca | Mos |
| Daim txhuam cev Ti 0# (FOB Tuam Tshoj) | $6,800/t | Pav ca | Export premium tseem muaj |
| Titanium tetrachloride (TiCl4) | ¥5,800–6,000/t | ruaj | Cov kua chlorine nce, cov khoom qis |
| TiO2rutile (ex-ua haujlwm, VAT suav nrog.) | ¥12,800–14,500/t | ↑ qis kawg + ¥ 300 | Nqe-hike |
| TiO2anatase | ¥12,200–12,400/t | Pav ca | ruaj khov |
| TiO2chloride- txoj kev rutile | ¥14,000–16,800/t | ruaj | Tsawg- kawg nruj |
| TSI concentrate TiO246% (Panzhihua) | ¥1,200–1,230/t | ↑ qis kawg + ¥ 20 | Pigment restocking |
| Imported concentrate (Mozambique, CIF) | $220–230/t | Pav ca | Port stocks txaus |
| High-Ti slag (qib 90, Aug kev sib tw) | ¥5,200/t | ↓ ¥200 MoM | Tsis muaj zog |
| Acid{0}}soluble Ti slag (Sichuan/Yunnan) | ¥3,500–3,800/t | Pav ca | Nyias trading |
| TC4 Alloy Ingot (Ti-6Al-4V) | ¥64,000–66,000/t | Pav ca | Aerospace txhawb nqa |
| TA1 Ntshiab Ti Ingot | ¥55,000–57,000/t | Pav ca | ruaj khov |
| TA2 Ntshiab Ti Ingot | ¥54,000–55,000/t | Pav ca | Civil thov soft |
| Ti Phaj TA2 (3-8 hli kub- dov) | 64-68 RMB/kg | Pav ca | Sib tham tau |
| Ti Welded Tube (TA1 / TA2) | 105-110 RMB / kg | Pav ca | Civil qib soft |
| Ntshiab Ti Bar (Φ20-40mm) | 105-110 RMB / kg | Pav ca | ruaj khov |
| TC4 Alloy Bar | 120-125 RMB / kg | Pav ca | ruaj |
| Mill Khoom - Europe | $13.76–15.20/kg | Ua kom siab | Hwm tsis hloov |
| Mill Products - North America | $6.17–6.81/kg | ruaj khov | Tight muaj |
| Mill Products - Northeast Asia | $6.93–7.65/kg | ruaj khov | Kev xav tau ruaj khov |
Muab tso ua ke los ntawm cov ntawv tshaj tawm txhua lub limtiam kev sojntsuam txog lub Cuaj Hlis 15–19, 2026. Txhua qib CNY raws li kev soj ntsuam ex- ua haujlwm Suav; imported ore nyob rau hauv CIF.
Daim txhuam cev: Cov lus hais yog tiaj tus - Qhov twg Deals Clear Tsis yog
Quoted Qib 0# daim txhuam cev ntau yam, 2026. Shaded band=luam tawm siab-tsawg ntau; dashed kab=qhia tau hais tias deal-ntaus theem ib daim ntawv ntsuam xyuas tawm tswv yim rau lub Cuaj Hli Ntuj lub lis piam.
Cov ntawv tshaj tawm tsis tau txav mus rau hauv peb lub lis piam: ¥ 44,000–45,000 / tuj, hli rau hnub tim. Tab sis tib cov kev tshawb fawb uas luam tawm ntau yam tam sim no piav qhia txog nws kev lag luam li cas: cov neeg tsim khoom tuav lawv cov lus hais, cov neeg yuav khoom thawb rov qab, thiab kev lag luam xaus ze rau hauv qab. Hauv -cov khoom lag luam hauv cov khoom lag luam ntawm daim txhuam cev tseem tab tom khaws cia, kev txiav txim tshiab ntawm cov npe nqi tsis tshua muaj, thiab cov nqi qis - cov nqi thauj khoom txuas ntxiv mus. Kev lag luam tus kheej cov ntsiab lus tau hloov pauv los ntawm lub lim tiam dhau los qhov kev ceev faj ruaj khov rov qab mus rau qhov tsis muaj zog-tsis muaj zog.
Qhov kev sib txawv ntawd -cov lus hais ncaj, tsis muaj zog clearing- tseem ceeb rau koj li cas. Ib qho chaw tiaj tus qhia koj qhov chaw muag khoomxavua lag luam. Qhov twg deals tiag tiag qhia koj qhov twg lub khw yog. Lub lim tiam no ob tus lej zaum ntawm qhov kawg ntawm ¥ 1,000 band, thiab tus neeg yuav khoom lub zog nyob hauv qhov sib txawv.
Tus nqi Pigment -Hike Wave, Hauv Ib Daim Ntawv Qhia
Tshaj tawm ex-ua haujlwm TiO2ntau, lub lim tiam ntawm Sep 8-12 piv rau lub lim tiam ntawm Sep 15-19. Lub rutile qis kawg tau nce ¥ 300 / t thaum lub siab kawg eased - kos npe ntawm kev lag luam tshem tawm nws cov khoom pheej yig tshaj plaws.
Qhov no yog qhov kev thov tiag tiag zoo li hauv nqe -cov ntaub ntawv ntau. Qhov ntau yam rutile tsis hloov mus rau tag nrho- qhov kawg qis tau nce ¥ 300 / tuj thaum sab saum toj muag ¥ 300. Qhov ntawd tsis yog cov neeg tsim khoom them nyiaj ntau dua; uas yog lub khw pheej yig tshaj tonnage ploj. Peb qhov kev txhawb nqa qhov tseeb los ntawm tib lub lim tiam kev tshawb fawb:
Cov ntawv xaj tau sau rau lub Kaum Hli. Cov neeg tsim khoom tshaj tawm cov sij hawm txiav txim khiav mus rau lub hlis tom ntej, cov khoom xa tuaj ua tiav zoo, thiab cov khoom lag luam hauv Hoobkas poob - thawj cov khoom muag kos tau piav qhia lub quarter no.
Restocking yog tiag tiag, yog tias ceev faj.Ua ntej- hnub so phased restocking lifted nug thiab xaj; downstream buyers tseem xaiv thiab ntim-tsav ntau dua li tus nqi-chasing, uas yog raws nraim li cas ib tug ruaj (es tsis yog speculative) rally zoo li.
Kev qhuab qhia muab khoom yog tuav.Cov lus tshaj tawm yav dhau los uas tau tsom rau kev txwv tsis pub qis - nqe muag tam sim no tau daig, vim tias cov khoom pheej yig uas lawv tau tsom mus lawm. Kev lag luam cov khoom lag luam tseem nyob ze ntawm ib lub hlis ntawm kev tsim khoom - lub qab nthab ntawm qhov kev sib tw no tuaj yeem khiav hauv lub sijhawm luv.
Yog vim li cas Pigment Rally tsis nqa daim txhuam cev - Tab sis ua kom tuab nws hauv pem teb
Qhov no yog ib feem ntawm lub limtiam uas tseem ceeb rau cov neeg yuav khoom titanium, thiab nws tsim nyog yuav tsum tau hais meej txog. Titanium dioxide yog tsim los ntawm concentrate, slag thiab titanium tetrachloride intermediates -tsis yog los ntawm daim txhuam cev titanium. Cov xim xav tau nthwv dej yog li ntawd tsis ncaj qha rau kev ua lag luam daim txhuam cev, thiab cov ntaub ntawv lub lim tiam no tau lees tias nws tsis tau: daim txhuam cev quotes tiaj tus, deals clearing ntawm ntau lows, cog cov khoom muag tseem tsim.
Dab tsi yoj ua haujlwm yog ua haujlwm ntawm kev sib koom feedstock saw hauv qab ob yam khoom:
Concentrate yog thawj tus tau txais txiaj ntsig.Qhov qis kawg ntawm Panzhihua 46% concentrated ntau ticked ¥ 20 / tuj lub lim tiam no raws li cov neeg tsim cov xim tau nce cov khoom noj khoom haus. Cov miners tseem piav qhia txog cov npoo uas nyias nyias thiab tus nqi upside raws li capped los ntawm cov khoom lag luam loj thiab cov chaw nres nkoj siab - tab sis cov kev taw qhia ntawm qhov kawg tau hloov pauv.
Titanium tetrachloride yog qhov sib txuas sib txuas. TiCl4yog qhov sib faib nruab nrab: nws pub ob qho tib si pigment chlorination txoj kev thiab daim txhuam cev txo. Nws tuav ruaj khov ntawm ¥ 5,800–6,000 / ton ntawm cov kua nce ntxiv - cov nqi chlorine thiab cov khoom lag luam qis hauv lub Hoobkas. Txhua lub lim tiam nws tsis kam poob, tus nqi hauv pem teb hauv qab daim txhuam cev tau thicker.
Acid thiab slag tsis tig. Sulfuric acid - cov txheej txheem pigment tseem ceeb - poob qis, thiab 90- qib high-titanium slag tau tshem tawm ¥200/ton qis dua hauv lub Yim Hli kev sib tw. Cov khoom noj rally yog concentrated ntawm cov concentrate thiab TiCl4theem, tseem tsis tau hla tag nrho cov dej ntws.
Tus neeg yuav khoom txhais lus:ib qho xim -tsav feedstock rally ntxiv dag zog rau qhov kev sib cav hais tias daim txhuam cev tau txwv downside sab laug, tsis muaj daim txhuam cev xav tau-tsav upside. Cov nqi tau txais kev txhawb nqa los ntawm hauv qab no los ntawm tus nqi, tsis rub los ntawm saum toj no los ntawm kev thov. Rau daim ntawv qhia hnub yuav khoom, qhov asymmetry yog ib qho tseem ceeb tshaj plaws nyob rau lub lim tiam no: tos kom pheej yig titanium tam sim no yog thawj koom ruam tawm tsam tus nqi nce hauv pem teb, thiab cov ntawv xaj xim tam sim no sau rau lub Kaum Hli yog cov txheej txheem uas yuav ua rau cov thawj koom ruam poob.
Muab khoom-Side Signals Tsim nyog taug qab
Peev yog txav mus rau hauv cov saw hlau feem ntau muaj txiaj ntsig.Ib pawg tshuaj uas tau teev tseg rau lub hlis no tau ua tiav ¥ 3 nphom peev kev txhaj tshuaj rau hauv nws cov titanium- cov khoom lag luam hauv tuam txhab - nqa peev nyiaj rau ¥ 4.58 billion - txhawm rau pab nyiaj titanium dioxide nthuav dav. Kev nqis peev ua raws li cov paj, thiab tam sim no cov paj paj zaum hauv cov xim, tsis yog daim txhuam cev.
Tshiab sponge muaj peev xwm yog kis mus rau thaj chaw. Ib qho 1,000 t / yr pilot daim txhuam cev cog hauv Is Nrias teb tau tshaj tawm lub hlis no raws li pob khoom siv thev naus laus zis, suav nrog cov cuab yeej kuaj, commissioning thiab kev cob qhia neeg ua haujlwm. Qhov ntsuas yog qhov tsis tseem ceeb rau Tuam Tshoj cov khoom tsim tawm, tab sis nws yog lwm cov ntaub ntawv taw qhia uas daim txhuam cev paub- yuav ua li cas nthuav dav - cuam tshuam rau leej twg tsim tsib- xyoo kev npaj.
Byproduct kev lag luam yog txhim kho pigment margins.Ferrous sulphate (ib qho xim los ntawm cov khoom) tau rov qab los ntawm tus nqi, thiab cov nqi sulfuric acid poob - ob qho tib si nthuav cov xim tsim cov paj thiab ua rau tus nqi tam sim no -hike nthwv dej ntau dua li tus nqi - thawb ib leeg yuav yog.
Cov pej xeem casting-ingot tier tseem offline.Cov nroj tsuag me thiab nruab nrab ingot txuas ntxiv ua haujlwm qis dua 50% tus nqi khiav haujlwm, thaum lub sijhawm aerospace- qib peev xwm tseem nyob ntawm cov neeg tsim khoom sab saum toj-tier nrog cov ntawv xaj tag nrho thiab txuas ntxiv xa mus. Ob -tier qauv piav qhia tag nrho lub quarter tsis zoo lawm.
Outlook thiab Kev Qhia Txog Kev Muag Khoom
Cov ntaub ntawv hauv paus rau plaub lub lis piam tom ntej:sponge quotes tuav 44,000–45,000 / tuj nrog deals txuas ntxiv mus kom meej nyob rau hauv qis ib nrab ntawm qhov ntau; tus nqi hauv pem teb firms qeeb raws li cov xim xav tau rub cov concentrate thiab TiCl4nyob ruaj khov ntawm cov nqi chlorine; TiO2drifts siab dua ntawm kev ntsuas pace, capped los ntawm kwv yees li ib hlis ntawm cov khoom muag channel; TC4 thiab aerospace qib nyob ruaj khov nrog ncua sij hawm ua txhuas. Lub viav vias qhov tseem ceeb los saib yog Lub Kaum Hli restocking ntim: yog cov ntawv xaj xim xim txhais rau hauv kev yuav khoom sai dua li cov khoom muag hauv chaw nres nkoj tuaj yeem nqus tau, cov ore - sab qis kawg yuav nce ntxiv, thiab daim txhuam cev hauv pem teb thickens ntxiv.
Raws li tus neeg yuav khoom
Kev lag luam- qib buyers (chemical, desalination, marine civil, electrolysis):qhov no yog lub qhov rais kev sib tham. Quotes yog tiaj tab sis clearing tsis muaj zog - nug rau qhov ntau hauv qab, tsis yog nruab nrab. Tus nqi nce hauv pem teb txhais tau hais tias txhua lub lim tiam ntawm kev tos tam sim no muaj kev pheej hmoo siab dua li kev poob qis.
Aerospace thiab tiv thaiv- cov neeg yuav khoom nyob ib sab:tsis muaj dab tsi hauv cov ntaub ntawv lub lim tiam no hloov koj qhov teeb meem, uas yog lub peev xwm, tsis yog nqi. Lub sij hawm ua tus nqi them nqi tseem nyob ib ncig ntawm 20 lub hlis thiab cov peev txheej hloov pauv 2027-2028 thaum ntxov. Daim ntawv cog lus ntxov.
Additive manufacturing buyers:spherical hmoov tseem muaj cov qauv luv nrog 30% + txhua xyoo thov kev loj hlob. Cov xim rally ntxiv tsis muaj kev cuam tshuam ncaj qha; tseg melt peev rau 2027 tsim tam sim no.
Kev kho mob thiab cog cov neeg yuav khoom:cov ntaub ntawv thiab traceability txiav txim siab tsim nyog, tsis yog lub lim tiam tus nqi. Txheeb xyuas cov ntawv pov thawj thiab cov cua sov-tus lej traceability ua ntej cov nqe lus lag luam.
EU buyers:cov pa roj carbon ciam teb mechanism yog kwv yees li € 150 / tuj tus nqi tseem siv tau rau Suav titanium nkag mus rau Tebchaws Europe, thiab nruj dual- siv kev tshuaj xyuas xa tawm ntxiv hnub ua haujlwm rau qib siab - cov khoom xa tuaj. Ua ob qho tib si rau hauv Q4 daim ntawv cog lus ncua sij hawm.
Khoom Specifications
Tag nrho cov khoom ntawm titanium tsim los rau thoob ntiaj teb cov qauv. Txhua yam khoom muaj nyob hauv Qib 1–4 (TA1–TA4) thiab Qib 5 (TC4 / Ti-6Al-4V).
| Khoom | Qib | Qhov Loj | Cov qauv |
|---|---|---|---|
| Titanium Tubes | Gr1 / Gr2 / Gr3 / Gr5 (TA1 / TA2 / TA3 / TC4) |
OD: 3-114 hli WT: 0.2-5.0 hli Ntev: mus txog 18,000 mm |
ASTM B 338 Cov ASME SB 338 GB/T 3624 |
| Titanium phaj | Gr1 / Gr2 / Gr3 / Gr5 (TA1 / TA2 / TA3 / TC4) |
Thickness: 0.5-100 hli Dav: mus txog 3,000 mm Ntev: mus txog 6,000 mm |
ASTM B265 ASME SB 265 GB/T 3621 |
| Titanium Bars | Gr1 / Gr2 / Gr3 / Gr5 (TA1 / TA2 / TA3 / TC4) |
Txoj kab uas hla: 3-300mm Ntev: mus txog 6,000 mm Hloov / Square / Hex |
ASTM B 348 Cov Lus Qhia Tshwj Xeeb ASME SB 348 GB/T 2965 |
| Titanium hlau | Gr1 / Gr2 / Gr3 / Gr5 (TA1 / TA2 / TA3 / TC4) |
Txoj kab uas hla: 0.1-6.0mm | ASTM B 348 Cov Lus Qhia Tshwj Xeeb ASTM F136 / F67 / ASTM F136 thiab F67 GB/T 3623 |
| Titanium Sawb & Foils | Gr1 / Gr2 / Gr5 (TA1 / TA2 / TC4) |
Thickness: 0.03-3.0 hli Dav: mus txog 620 mm |
ASTM B265 GB/T 3622 |
Daim txhuam cev tus nqi tuav ntawm tus nqi hauv pem teb uas thickened dua lub lim tiam no, thaum cov ntawv xaj xim xim sau rau lub Kaum Hli. Peb tuav zeb- ntawv pov thawj khoom thoob plaws cov raj, phaj, tuav, xov hlau thiab strips, nrog rau tag nrho cov xa tawm thiab cov pa roj carbon- ciam teb cov ntaub ntawv txhawb nqa. Xa koj cov lus qhia tshwj xeeb thiab lub hom phiaj ntim rau peb cov lus teb hauv 24 teev.
