Titanium market review in September

　　In September, the performance of domestic titanium ore market was stable, and the market price was the same as that of last month. In September, the operating rate of Panzhihua titanium mining enterprises rebounded and the supply was sufficient. The inventory of imported titanium ore port continues to be high, and the competition among traders is still fierce. The price of titanium ore used in titanium dioxide industry is stable, and the price of titanium ore used in other industries has dropped slightly. The market demand for rutile has warmed up. The quoted price of 95% rutile has increased slightly. The price of external rutile is still significantly higher than the domestic price. Some domestic enterprises need to purchase foreign products at a price higher than the price.

　　In September, the operating rate of domestic titanium slag industry rebounded slightly, the price of chlorinated slag decreased slightly by 20 yuan / ton, and the price of acid slag remained unchanged. Among them, some chlorinated slag enterprises that reduced production in the early stage resumed production in September, and the recovery of downstream demand is not obvious, but the export market performance is relatively bright; The operating rate of acid residue enterprises remained basically stable, and the procurement of downstream customers was stable.

　　In September, the price of titanium tetrachloride increased by 300 ~ 500 yuan / ton. As environmental protection suppresses the release of production capacity, the domestic titanium tetrachloride Market is still in short supply, and the price rise is reasonable. The prices of sponge titanium and titanium materials were also affected in September. Among them, 0# sponge titanium prices rose to 66000 ~ 67000, and the production enterprises are still out of stock; The price of titanium materials increased by 4 ~ 10 yuan / kg.

　　In September, the titanium dioxide market did not change from off-season to peak season as in previous years. The demand in the downstream market, especially in the coating industry, is low. Although the main titanium dioxide enterprises strive to keep the quotation firm, some titanium dioxide enterprises still choose to secretly reduce the price due to the increase of inventory. By the end of September, more than 10 domestic titanium dioxide enterprises announced to increase their product quotations, ushering in a favorable atmosphere in the market.

　　Sponge titanium production expansion storm again

　　This year is destined to be an unsettled year for the titanium industry. At the Sino Russian Titanium Industry Summit Forum held on September 17, various news emerged one after another, including the broad prospects of new materials, the gradual maturity of new titanium products, and well-known brands' attention and focus on titanium health products. However, the most shocking news for the author is that several sponge titanium enterprises announced their plans to start and increase production at the forum, which opened a new round of production expansion storm in the titanium industry. After the storm, the market pattern of sponge titanium in China will change dramatically. Among them, there are not only the joy of the progress and application of new technologies, but also semi implicit and semi obvious market concerns.

　　The keynote speeches at the forum were wonderful. When Xinjiang Xiangsheng New Material Technology Co., Ltd., Luoyang shuangruiwanji Titanium Industry Co., Ltd. and Panzhihua Iron and Steel Group Chengdu titanium material Co., Ltd. delivered speeches successively, they all announced their future development plans. Among them, Xinjiang Xiangsheng phase I 30000 ton sponge titanium production line has been completed and will be put into trial operation of 12000 tons, which is expected to reach production by the end of this year or next year; Shuangruiwanji phase II 20000 ton production line is also about to be completed and reach production capacity; Panzhihua Iron and steel sponge titanium plant is determined to double the existing scale and increase the production capacity by 15000 tons. In early September, the 4000 ton sponge titanium production line of Sichuan Shengfeng titanium industry phase I has been quietly put into operation, and China's sponge titanium industry has suddenly become lively. Behind the boom, some enterprise personnel also expressed concern about the uncertainty of the future. When the author half joked with his old friend, he joked that this year's Day is not to worry about food and drink. He smiled and replied, "this year is not worried about orders, but next year's orders are not sure where they are."

　　By 2020, China's sponge titanium production capacity will expand to 162000 tons, exceeding the peak of sponge titanium production capacity in 2012. This does not include the planned potential production capacity of 30000 tons in Qinghai and 60000 tons in Henan. If these two potential projects are included, China's sponge titanium production capacity will reach an amazing 242000 tons in the future. Last year, China's sponge titanium consumption just crossed the scale of 70000 tons, and the global sponge titanium consumption was about 180000 tons. In other words, if the downstream titanium processing materials can not rapidly expand the application scale in the next few years, the sponge titanium industry will enter the adjustment period again, and new and old enterprises will launch another round of fighting.