In these days, the titanium dioxide market set off a wave of price adjustments.
On June 25th, Shanghai Zibo Titanium Dioxide Co., Ltd., Longxun Baililian Group, China National Nuclear Titanium Dioxide Company, Panzhihua Haifengxin Chemical Co., Ltd., Panzhihua Hengtong Titanium Chemical Co., Ltd. announced the price adjustment one after another, and the domestic price increased by RMB 500 ( Ton price, the same below), the export price increased by 50 to 80 US dollars; June 27, Shandong Dongjia Group also issued a price adjustment letter for titanium dioxide. This makes the original plain titanium dioxide market is no longer calm.
'The current inventory of titanium dioxide companies is not sufficient, coupled with further tightening of environmental protection to restrict supply, and exports are showing a good trend, the market price of titanium dioxide in the latter period has been expected to increase. However, the current downstream demand is limited, is expected to adjust the price of titanium dioxide Space is also limited. 'CBC titanium zirconium analyst Hao Zhimin and other industry analysts believe that.
In the recent development of environmental protection inspection, titanium dioxide is the first to bear the brunt. 'Sulfuric acid method is the mainstream production process of domestic titanium dioxide, accounting for more than 90% of the total domestic production capacity. In the production process of sulfuric acid titanium dioxide, each ton of titanium dioxide produced will produce 8 ~10 tons of concentrated acid (including washing water), 60 tons of waste acid (including washing water), if not handled well, it will cause harm to the ecological environment, so titanium dioxide becomes the focus of environmental protection inspectors. ' Zhongyu Information Titanium Dioxide Analyst Ma Haiying said.
According to reports, the Department of Environmental Protection of Hebei Province recently announced that from June to December, a special campaign to investigate and rectify the 'Lee 2018' campaign for acid-related companies has been launched within the province, focusing on cracking down on illegal discharges, dumping, and disposal of hazardous wastes such as spent acid. And environmental violations and crimes including heavy metal wastes, this will eliminate some of the titanium dioxide production capacity. In the production province of Guangxi, titanium dioxide production is also reduced due to strict environmental protection supervision, such as the June production capacity of 70,000 tons of Bluestar Hua Chemical Co., Ltd. titanium dioxide production by 50%.
'Because supply was limited, Longxun Lilian, CNI Titanium Dioxide and other companies began to close their orders last week. As of last weekend, only one agent was able to get goods from the manufacturers. The company's orders will inevitably cause the supply of domestic titanium dioxide. Tightening, prices are rising. ' Hao Zhimin said.
In addition, the recent exports of titanium dioxide companies are good, but also form a supporting move on the market. Data show that from January to April, China's total exports of 326,900 tons of titanium dioxide, an increase of 33.37% compared to last year. 'Currently the domestic Longxi Lilian and other large The export and order situation of the company is relatively good. The inventory pressure is small, the product price is high, generally about 18,000 yuan. ' Hao Zhimin said.
However, it is worth noting that with the tightening of environmental protection regulations, downstream demand is also shrinking, which will hinder the rise of titanium dioxide.
The main downstream of titanium dioxide is the coatings, plastics and paper industries, of which the coating amount accounts for about 60% of the total amount of titanium dioxide. The treatment of volatile organic compounds (VOCs) in the paint industry has always been the focus of environmental protection supervision. Yichang, Hubei, Suzhou, Jiangsu, Ningxia Yinchuan, Chengdu, Sichuan Province and other places have recently introduced policies. For example, Hubei Yichang requests from 15:00 to 18:00 daily from May to September, prohibiting open-air and open spray painting and spraying operations; Ningxia Yinchuan plans to implement shifting peaks and load-reduction production, Encouraging companies such as surface coating, furniture, printing, etc. to produce or stop production of high ozone during the period from June to September. Therefore, the coating industry will become the focus of environmental investigation in May-September, or it will lead to a new wave of production companies to suspend production and restrict production. .