In the past month, with the rising price of sponge titanium, the price of titanium also showed an obvious upward trend. In the future, the price of sponge titanium may still rise, and titanium enterprises in Baoji may not be able to resume normal production in the short term, resulting in tight supply of titanium to a certain extent. Under the joint action of the two factors, titanium prices may continue to show an obvious upward trend in the short term in the future.

　　In terms of impact effect, the impact effect of rising raw material cost is relatively long, while the impact of shutdown in Baoji on the market may be short-term. According to ruidao, at present, the main domestic sponge titanium enterprises have completed the pre-sale of products in October. In other words, the number of sponge titanium that can be freely traded in the market in the next two months is relatively limited. Affected by the environmental protection inspection in the next two months, the prices of the two main raw materials of sponge titanium will remain high, and there is a high probability of further increase. Affected by this, the price of sponge titanium may still rise in the future. This impact will be transmitted to the sales of titanium materials and push up the price of titanium materials.

　　In addition, the large-scale shutdown in Baoji has disrupted the ecological structure of domestic titanium supply in the short term. Due to the concentration of titanium enterprises and complete products in Baoji area, it has always been the main titanium procurement base in China. The sudden environmental storm not only affected titanium production enterprises, but also made downstream customers encounter obstacles in procurement. Some customers who are used to purchasing from Baoji can't find other alternative suppliers, and some orders can only be delayed. But rido believes that this situation may only be short-term. On the one hand, other domestic regions have idle production capacity, which can make up for the vacancy caused by the shutdown in Baoji. For example, Liaoning, Hebei, Jiangsu, Hunan and other provinces have idle production capacity, and many enterprises are restarting production equipment to enter the market. On the other hand, when downstream customers gradually sort out and find alternative suppliers in other regions, the dislocation of supply and demand will be gradually solved. This process may last about 2-4 weeks. Before that, the asymmetric information at both ends of supply and demand will have a great probability to push up the price of titanium materials.