Titanium Nqe Lub Cuaj Hli 2026 Hloov Kho: Daim txhuam cev tuav nws hauv pem teb raws li tig - Cov Lus Qhia Tawm

Kev ntsuam xyuas los ntawm lub lim tiam no qhov chaw soj ntsuam thiab sib pauv - cov ntaub ntawv ntsuas qib. Kab lus qhia yog zaj dab neeg: thawj zaug txij thaum Lub Rau Hli, feem ntau ntawm cov saw muaj nuj nqis tsis tau txav mus rau lub lim tiam - ntawm - lub lim tiam.

Muab tso ua ke los ntawm cov ntawv tshaj tawm txhua lub limtiam kev soj ntsuam uas suav nrog lub Cuaj Hlis 8–12, 2026, hla- tau txheeb xyuas cov ntawv sib pauv txhua hnub. Txhua qib CNY raws li kev soj ntsuam ex- ua haujlwm Tuam Tshoj.

Tau qhov twg los: Qhov nruab nrab txhua hli los ntawm kev ntsuam xyuas qhov chaw tshaj tawm. Lub Cuaj Hli tau qhia tias yog ob lub ntsiab lus txhua lub limtiam (Sep 5 thiab Sep 12) txhawm rau txhawm rau txhawm rau nkag mus.

Daim ntawv qhia qhia tias yim lub hlis poob zoo li cas thaum nws nres. Qib 0# daim txhuam cev poob ntawm ¥ 50,000 / ton hauv Lub Ib Hlis mus rau ¥ 44,500 thaum lub Cuaj Hli Ntuj ntxov - 11% yaig- thiab tom qab ntawd flatlined. TC4 alloy ingot yeej tsis tau koom nrog qhov poob qis: nws tau tuav ¥ 64,000-66,000 / tuj txij thaum Lub Xya Hli vim hais tias aerospace thiab tiv thaiv kev thov tsis teb rau pej xeem oversupply. Qhov sib txawv ntawm ob kab, tam sim no kwv yees li 20,500 yen / tuj, yog qhov dav tshaj plaws uas nws tau ua txhua xyoo.

Ob lub lis piam sib law liag ntawm cov ntaub ntawv ua rau kev hloov pauv tau nyeem tau. Thawj lub lim tiam ntawm lub Cuaj Hli yog tag nrho cov xim liab: daim txhuam cev qis 2-2.25%, mloog zoo thiab slag tom qab. Lub lim tiam thib ob yog tag nrho xoom-tsuas yog titanium tetrachloride, uas tau nce.

Lub lim tiam- ntawm- lub lim tiam feem pua ​​​​ntawm cov khoom, lub lim tiam ntawm Sep 1–5 piv rau lub lim tiam ntawm Sep 8–12. Tau qhov twg los: luam tawm cov kev ntsuam xyuas qhov chaw txhua lub lim tiam.

Civil peev yog thaum kawg raug txiav.Me me thiab nruab nrab casting-ingot nroj tsuag- tus nqi tshaj plaws - qib siab ntawm cov saw hlau - tam sim no khiav ntawmqis dua 50% ntawm cov nqi khiav haujlwm, nrog tsis muaj zog txaus siab los tsim ntawm cov npoo tam sim no. Qhov no yog cov lus teb uas tau cog lus rau lub Xya Hli thiab Lub Yim Hli tab sis tsis tau xa. Nws yog ib qho kev hloov pauv tseem ceeb tshaj plaws hauv cov ntaub ntawv lub lim tiam no, vim tias nws tshem tawm qhov chaw ntawm cov tonnage ntxiv uas tau tsoo ¥ 45,000 pem teb.

Cov nqi hluav taws xob sab saud tsis kam ua raws.Titanium tetrachloride, cov khoom noj ncaj qha rau kev txo cov sponge, ruaj khov rau ¥5,900–6,100/tuj-nce txog 0.7% lub lis piam-rau-lub lim tiam thiab tuav ruaj khov ntawm cov khoom siv nruj. Consolidated nyob rau hauv nws qis yam tsis muaj ntxiv slippage; acid-soluble slag thiab 90-qib siab-titanium slag tuav tiaj tus nrog smelters hauv Sichuan thiab Liaoning khiav txo tus nqi vim tus nqi- nqe inversion ua rau cov khoom lag luam tsis zoo. Thaum tus nqi qis qis qis thiab qis qis qis, qhov nyem av ntawm cov neeg tsim khoom-tsis yog ntawm cov neeg yuav khoom, thiab tsis nyob hauv pem teb nqi.

Thawj tus nqi txiav txim ntawm lub quarter tuaj txog ntawm cov xim kawg.Ib tus thawj coj hauv tebchaws titanium dioxide tsim tawm tau tshaj tawm cov nqi hloov pauv lub lim tiam no, thiab cov nqi qis dua - cov khoom thauj khoom hauv cov xim xim tam sim ntawd ua tiav kev hloov kho. Qee cov neeg tsim khoom tau sau cov lus hais ua ntej yam tsis tau ua raws li -, tab sis qhov no yog thawj qhov kev txav mus los khi rau tus tsim tawm ntawm qhov ntsuas txaus los txav kev xav. Pigment yog qhov kawg loj tshaj plaws - siv rau titanium feedstock; Thaum nws tig, cov concentrate thiab slag saw saum toj no feem ntau ruaj nrog ib tug lag ntawm lub lis piam.

Ib txoj kab nqe ncaj nraim zais txhua yam uas tseem ceeb rau kev txiav txim siab yuav khoom. Tib lub lim tiam ua rau hauv qab no -50% kev siv luam tawm ntawm cov pej xeem casting tier thiab tag nrho -booked orderbooks ntawm aerospace tier-nrog rau kev xa mus txuas ntxiv es tsis yog luv:

Civil tier - nyiaj seem, sib tham, thiab shrinking.Cov chaw cia khoom siv tshuaj, cov khoom siv qis- kawg, desalination thiab cov neeg siv khoom- qib cov neeg yuav khoom tseem tab tom yuav nruj me ntsis kom xav tau. Kev lag luam yog nyias, cov lus hais tau sib tham los ntawm rooj plaub, thiab ntau qhov kev qhia meej tsuas yog nyob rau hauv qab ntawm ntau yam luam tawm. Peev xwm yog raug idled es tsis muag thaum poob.

Siab -tier kawg - tag nrho booked, lead lub sij hawm txuas ntxiv.Aerospace-qib titanium cov khoom tsim tau yog tsom rau ntawm qee tus neeg tsim khoom tsim nyog uas nws cov ntawv xaj tau puv thiab nws lub voj voog xa khoom tau nthuav dav. TC4 ingot, TC4 bar thiab aerospace-qib strip yog zoo tsis luv nqi-tsis muaj qhov seem kom meej.

Qhov twg tus nqi zog zaum. Aerospace thiab kev tiv thaiv xav tau tuav kwv yees li 45% ntawm lub ntiaj teb titanium cov nyiaj tau los hauv kev lag luam, thaum kev cog qoob loo kho mob - nrawm tshaj plaws - daim ntawv thov loj hlob - tau kwv yees tias yuav loj hlob nyob ib puag ncig 7.2% txhua xyoo txog xyoo 2034, sai dua li kev lag luam tag nrho. Ob ntu tsis yog pej xeem-xav tau dab neeg.

Kev txhais lus siv tau rau tus neeg yuav khoom: kev sib tham koj tuaj yeem yeej yog ntawm pej xeem- qib raj, phaj thiab bar- thiab lub qhov rais tau txhais los ntawm kev siv ntev npaum li cas hauv qab-50% siv, tsis yog ntev npaum li cas ¥ 44,000 pem teb kav ntev. Tsis muaj peev xwm rov pib dua lub sijhawm cov npoo rov qab.

Suav teb tsis muaj zog hauv Suav teb tsis tau txhais ua cov khoom xa tawm pheej yig dua, thiab cov ntaub ntawv thoob ntiaj teb lub lim tiam no qhia tau tias yog vim li cas. Qib 0# daim txhuam cev FOB Tuam Tshoj tseem nruab nrab$6,800/ton- tus nqi them nyiaj ruaj khov tshaj li cov lus hais hauv tsev uas qhia txog cov neeg tsim khoom lag luam tseem ceeb nyob rau hauv cov ntawv cog lus xa tawm ntau tshaj qhov txo nqi hauv tsev. Lub Xya Hli sponge xa ​​tawm mus txog 572.4 tons, nce 33% xyoo- ntawm- xyoo, thaum kev xa tawm poob rau tsuas yog 56.8 tons. Ntawm cov khoom ua tiav, raj xa tawm tau nce 36% hauv thawj ib nrab- pawg muaj zog tshaj plaws hauv lub zeb- cov khoom pob tawb.

Lub caij no, cov qauv hwm thoob ntiaj teb tsis tau txav mus los: European cov khoom lag luam zeb tseem nyob ntawm $ 13.76-15.20 / kg, ntau dua ob npaug North American qib ntawm $ 6.17-6.81 / kg, nrog Northeast Asia nyob nruab nrab ntawm $ 6.93-7.65 / kg. Ob lub cev muaj zog ua kom qhov sib txawv ntawd qhib:

Lub sij hawm ua tus nqi ntawm aerospace titanium yog khiav ntawm 20 lub hlis.Qhov ntawd yog muag- tawm khw, tsis yog tus nqi- tawm ib qho.

Lub peev xwm hloov tsis tau tsaws ua ntej 2027-2028. Daim txhuam cev tshiab thiab yaj muaj peev xwm tshaj tawm hauv Nyij Pooj- qhov chaw ua ke lub teb chaws muaj peev xwm sawv ntawm kwv yees li 65,200 t / xyoo- ntxiv rau cov haujlwm tshiab nyob rau lwm qhov yuav tsum tau siv ntau- xyoo thiab tsim nyog. Aerospace-qib khoom rau 2027 tau cog lus zoo lawm.

Rau cov neeg yuav khoom thoob ntiaj teb, qhov cuam tshuam yog qhov sib luag: qhov qis - tus nqi nkag yog Suav pej xeem thiab cov khoom siv qib siab hauv pem teb tam sim no, thaum lub siab kawg ntawm kev ua lag luam raug nqi los ntawm qhov tsis txaus uas Suav muaj peev xwm tsis tuaj yeem hais txog kom txog thaum kev tsim nyog mus txog ze.

Cov ntaub ntawv hauv paus rau plaub lub lis piam tom ntej:sponge mainstream tuav tuav ¥43,000–45,000/tuj nrog ib tug nce bias raws li idled muaj peev xwm nyob twj ywm offline thiab cov xim -tsav kev xav kho ua hauj lwm li saw; civil zeb khoom nyob tiaj tus thiab sib tham tau; TC4 thiab aerospace qib tuav ruaj khov nrog txuas ntxiv cov sij hawm txhuas. Ob qhov kev sib tw viav vias los saib yog seb puas yog hauv qab no -50% kev siv luam tawm txuas ntxiv mus rau lub Kaum Hli, thiab seb qhov kev hloov pauv xim xim puas tau ua raws li qhov kev txiav txim siab tiag tiag es tsis yog nqus los ntawm cov khoom muag channel-uas tseem zaum ntawm kwv yees li ib hlis ntawm kev tsim khoom.

Raws li tus neeg yuav khoom

Kev lag luam- qib buyers (chemical, desalination, marine civil, electrolysis):pem teb tau tuav ob zaug tam sim no. Downside los ntawm no yog txwv los ntawm kev nce nqi feedstock, thiab kev pheej hmoo upside yog tiag tiag yog tias restocking pib ua ntej koj cog lus. Txhim kho Q4 ntim ntawm qib tam sim no es tsis yog tos rau kev so uas cov saw nqi tsis txhawb ntxiv lawm.

Aerospace thiab tiv thaiv- cov neeg yuav khoom nyob ib sab:tsis txhob tos txog tus nqi teeb liab. Kev txiav txim cov phau ntawv muaj tag nrho, lub sij hawm ua tus nqi them nqi khiav ncig 20 lub hlis, thiab lub peev xwm hloov tau yog ob mus rau peb xyoos. Daim ntawv cog lus ntxov thiab lees txais tus nqi.

Additive manufacturing buyers:spherical hmoov tseem muaj cov qauv luv nrog 30% + txhua xyoo thov kev loj hlob. Reserve melt peev rau 2027 tsim tam sim no.

Kev kho mob thiab cog cov neeg yuav khoom:qhov nrawm tshaj plaws - ntu daim ntawv thov loj hlob, thiab ib qho uas cov ntaub ntawv thiab cov ntaub ntawv yuav tsum tau taug qab-tsis tus nqi- txiav txim siab tsim nyog. Txheeb xyuas cov ntawv pov thawj thiab 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. Paub meej tias koj tus neeg muag khoom cov txheej txheem tshaj tawm ua ntej Q4 daim ntawv cog lus tau kos npe, thiab tsim cov hnub ua haujlwm ntxiv rau lub sijhawm ua haujlwm rau qib siab -qib kawg tau muab nruj dual - siv kev tshuaj xyuas xa tawm.

Peb muab zeb- ntawv pov thawj titanium hla titanium raj, phaj, tuav, xov hlau thiab strips, nrog rau tag nrho cov ntaub ntawv xa tawm.

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).

Q4 ntim tau raug nqi rau hauv kev lag luam tiaj tus

Civil- qib titanium tau tso tseg tsis poob thiab cov nqi hluav taws xob hauv av nce ntxiv, thaum qib aerospace thiab naval nyob ruaj khov nrog ncua sij hawm txhuas. 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.

Thov ib daim Quote