Cov naj npawb ntawm lub lim tiam no - Cuaj hlis 12–19
Muab tso ua ke los ntawm kev tshaj tawm cov ntawv tshawb fawb txhua lub lim tiam uas suav nrog lub lim tiam thib peb ntawm lub Cuaj Hli 2026.
| Khoom / Indicator | Qib kawg | Lub Limtiam Tsiv | Nyeem ntawv |
|---|---|---|---|
| Daim txhuam cev Qib 0# (tso tawm ntau) | ¥44,000–45,500/t | ↓ ~¥500/t | Ntau yam drifting qis |
| Daim txhuam cev Qib 0# (spot deal level) | ¥42,800–43,200/t | ↓ tshem tawm hauv qab ¥ 43,000 | Hauv cov plaub hau dav ntawm ¥ 39,800 pem teb |
| Daim txhuam cev Qib 1 # (qib pej xeem) | ¥43,000–45,000/t | ↓ qaug zog | Civil buyers tseem nyob sab nraud |
| Daim txhuam cev Qib 2# | ¥42,000–44,000/t | ↓ qaug zog | Qib qis tshaj plaws feem ntau nthuav tawm |
| Daim txhuam cev Qib 0# FOB Tuam Tshoj | $6,800/t | Pav ca | Export premium tseem muaj |
| TiCl4 (99.9%) | ¥6,000/t | ruaj | Tshuag nruj, chlorine nqi nce |
| Ti concentrate 46% (Panzhihua) | ¥1,180–1,230/t | Pav ca | Miners ntawm tus nqi kab |
| High-Ti slag 90-qib (Lub Yim Hli kev sib tw) | ¥5,200/t | ↓ ¥200 MoM | Poob-ua, siv tsawg |
| TiO2rutile (sab hnub poob, ex-ua haujlwm) | ¥13,000–15,000/t | ↑ ¥ 700 / t (txoj kev mus ncig) | 20+ cov tuam txhab tau sib tw ua tus thawj coj tsim cov ntawv ceeb toom mus ncig |
| TiO2anatase | ¥12,000–12,600/t | Pav ca | ruaj khov |
| TiO2chloride- txoj kev | ¥14,000–16,800/t | ruaj | Tsawg- kawg nruj |
| 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 |
| TC4 Alloy Ingot (Ti-6Al-4V) | ¥64,000–66,000/t | Pav ca | Aerospace, kev tiv thaiv tag nrho cov ntawv xaj |
| 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 soft, naval - marine puv |
| Ntshiab Ti Bar (Φ20-40mm) | 105-110 RMB / kg | Pav ca | ruaj khov |
| TC4 Alloy Bar | 120-125 RMB / kg | Pav ca | ruaj |
| 3D- luam tawm spherical Ti hmoov | ¥350–400/kg | Tight | 3C titanium rub kev thov |
| 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 tshawb fawb txhua lub limtiam, Cuaj Hlis 12–19, 2026. CNY ex-ua haujlwm Suav; ore nyob rau hauv CIF.
Q4 Daim Ntawv Teev Npe Muag Khoom - Los ntawm Qib
Qhov taw qhia seem yuav qhov rais rau ib yam khoom. Bar pib ntawm hnub no (Sep 20) thiab xaus rau ntawm qhov chaw uas tam sim no tej yam kev mob - deal- tshem tawm hauv qab ¥ 43,000, tag nrho aerospace xaj phau ntawv, 3C peev booked los ntawm 2027 - feem ntau yuav kaw. Kho raws li kev xav ua haujlwm, tsis yog kev kwv yees.
Peb lub qhov rais tseem qhib. Ib tug kaw lub hli no. Ib qho kaw thaum xyoo -kawg. Ib qho tau raug kaw lawm - tsuas yog vim li cas nws tsis qhia ntawm nplooj ntawv no yog tias cov neeg yuav khoom hauv aerospace tsis sib tham txog tus nqi ntxiv lawm.
Daim txhuam cev Hauv pem teb - Kaw li cas, Hauv Ib Daim Ntawv Qhia
Daim txhuam cev Qib 0# luam tawm ntau yam, Lub Ib Hlis 2022 txog Lub Cuaj Hli 2026. Dashed kab rov tav cim tag nrho -lub sij hawm qis ntawm ¥39,800/t. Tam sim no qhov chaw sib tham theem nyob ntawm 8% saum toj no hauv pem teb.
Ob xyoos dhau los, tib qib pauv mus rau sab qaum teb ntawm ¥ 80,000 / tuj. Qhov poob rau hnub no qhov kev cog lus ze ze 43,000 yog 46% retracement. Qhov kev ncua deb mus rau ¥ 39,800 pem teb yog kwv yees li ¥ 3,200 / t - kwv yees li 7%. Qhov ntawd tsis yog ntau chav rau ntawm daim ntawv qhia, tab sis nws kuj tsis yog vim li cas thiaj li xav tau lub caij nplooj zeeg. Cov neeg tsim khoom tab tom ua haujlwm ncaj nraim- tawm kom tsis txhob raug kho - cov nqi poob, cov khoom muag tseem tab tom tsim, thiab tib lub cev hauv qab lub khw yog ¥ 39,800 kab nws tus kheej. Lub khw yuav sim nws ua ntej nws thim rov qab.
Dab tsi kaw lub lim tiam no, Dab tsi tseem qhib
Civil sponge yog tus nqi nkaus xwb -tsav khw muag khoom.Qhov kev pom zoo- tshem tawm qib qis dua ¥ 43,000 / t yog nyeem ncaj qha rau pej xeem tus cwj pwm ntawm cov neeg yuav khoom: cov nroj tsuag me me thiab nruab nrab tseem tab tom khiav qis dua 50%, cov neeg tsim khoom yuav tsuas yog - hauv - lub sijhawm, thiab cov neeg tsim khoom pheej muab cov nqi qis - nqi thauj khoom kom cov kab txav mus. Aerospace thiab tiv thaiv tsis muaj kev cuam tshuam - ob -tier qauv uas tau tuav tag nrho peb lub hlis twg yog qhov tsis zoo rau lub lim tiam no.
Aerospace thiab tiv thaiv-qib cov sij hawm ua haujlwm tsis yog hais txog tus nqi.Ntau tus thawj coj tau lees paub lub lim tiam no tias cov ntawv xaj aerospace tau npaj rau xyoo 2027, thiab cov tub rog hauv nkoj - cov tub rog nkoj xaj tau sau los ntawm thawj ib nrab xyoo tom ntej. Qhov kev txiav txim siab tus neeg yuav khoom niaj hnub no tsis yog tus nqi them li cas tab sis seb lawv puas tuaj yeem ruaj ntseg rau txhua qhov. Daim ntawv qhia hnub rau qhov kev txiav txim siab kaw thaum Lub Yim Hli.
3C titanium muaj nws lub moos.Nrog rau cov neeg siv khoom loj-electronics pib lub voj voog mus txog, cov cuab yeej foldable hinges, nruab nrab- cov ncej thiab saib cov rooj plaub tau rub tawm dawb- txiav titanium alloy xav tau siab dua. Kev lag luam kwv yees ua rau hauv tsev 3C titanium alloy xav tau nyob ib ncig ntawm 5,000 tonnes hauv 2027, kev lag luam muaj nqis kwv yees li 30 billion yuan. Hmoov thiab bar cov neeg tsim khoom uas tsis tau khaws cia 2027 yaj muaj peev xwm tam sim no yuav tawm tsam rau qhov chaw hauv Q2 xyoo tom ntej.
Pigment ranks yog kev ua si tactical, tsis yog ib qho kev sib tw. Ntau tshaj nees nkaum tus neeg tsim khoom tau sib tw nrog cov pab pawg tshuaj lom neeg nyob rau nruab nrab -Lub Cuaj Hlis ¥ 700 / tuj mus ncig ua si, nce kev tshaj tawm rutile ntau ¥ 700 / t. Txawm hais tias kev taug kev mus los yog nyob ntawm cov xim thiab cov yas xav tau - cov kev tshawb fawb piav qhia cov neeg yuav khoom hauv qab kom ceev faj thiab xaj raws li kev xaiv. Tus neeg yuav khoom uas lub sij hawm cov xim destock-thiab-restock voj voog tuaj yeem yeej ntawm no, tab sis lub qhov rais ntsuas hauv lub lis piam, tsis yog hli.
The TiCl4kab yog ruaj thiab ntsiag to.Titanium tetrachloride nyob ntawm ¥ 6,000 / tuj ntawm cov khoom lag luam nruj thiab nce nqi chlorine. TiCl4yog qhov sib koom ua ke nruab nrab ntawm cov xim thiab daim txhuam cev, thiab ib qho ruaj khov tiCl4kab yog lub cev mechanism uas khaws cov nqi hauv pem teb hauv qab ob qho khoom. Txhua lub lim tiam nws tsis kam ua kom tsis muaj zog yog ib lub lim tiam ntxiv uas ¥ 39,800 / t pem teb ua qhov tseem ceeb dua rau tus nqi ntawm daim txhuam cev.
Yuav Ua Li Cas Tsis Ua Lub Plaub Hlis no
Kev yuav khoom yuam kev yog ntsiag to dua li kev lag luam hu, thiab tus nqi qis dua. Tsib kom zam lub hli no:
Tsis txhob them daim ntawv rau daim txhuam cev thaum Lub Kaum Hli.Yog tias qhov chaw muag khoom tau tshem tawm qis dua ¥ 43,000 / t, them ¥ 45,000 / t ntawm daim ntawv teev npe rau pej xeem xaj yog tso nyiaj rau ntawm lub rooj. Nias rau hauv qis qis, lossis taug kev.
Tsis txhob sim sib tham TC4 lossis 3C alloy bar ntawm tus nqi.Cov khoom no raug muag tawm los yog ze rau nws. Kev sib tham zoo yog nyob rau lub sij hawm ua ntej thiab ntawm ib nrab ntawm - kev faib ntim, tsis nyob ntawm RMB/kg.
Tsis txhob cuam tshuam cov xim pigment cog lus rau kev taug kev tshiab.Yog tias koj cov dej ntws qis yog xim lossis yas, tus nqi ¥ 700 / t tsab ntawv yuav tsis tuav yog tias Q4 thov poob siab. Sib tham ntim-tsuas yog thawj zaug, nqe- thib ob.
Tsis txhob book Q1 pej xeem ntim tawm tsam qhov chaw tsis muaj zog tam sim no.Civil sponge thov tsis nyob rau hauv ib tug rov qab. Xauv hauv Q1 ntawm qhov qis hnub no tsim cov khoom lag luam muaj kev pheej hmoo yog tias kev lag luam pom ¥ 39,800 pem teb thiab bounces. Npog Lub Kaum Hli Ntuj-Lub Kaum Ib Hlis, ncua Q1.
Tsis txhob xa cov khoom siv aerospace yam tsis muaj ntaub ntawv xa mus.Nrog rau ncua sij hawm ua cov hmoov txhuas thiab nruj kev tshuaj xyuas ntawm ob- siv cov khoom, txhua qhov khoom xa tuaj xav tau daim ntawv pov thawj zeb tag nrho, cua sov-tus lej traceability thiab carbon- ciam teb cov ntaub ntawv npaj ua ntej cov khoom thauj.
Lub teeb liab feem ntau cov neeg yuav khoom tsis nco lub lim tiam no
Ob yam khoom luam tawm nyob rau hauv tib lub lis piam yog ib qho yooj yim mus ua ntaub ntawv nyob rau hauv "kev lag luam tsev tu" thiab hla. Lawv tsis yog.
Lub teb chaws tus qauv tshiab rau cov khoom siv titanium rov ua dua tshiab (GB / T 20927-2026, pib lub Ob Hlis 2027) rov sau cov cai ntawm kev ua lag luam titanium rov qab. Nws tau faib cov titanium seem los ntawm daim ntawv - loj block, me me thaiv thiab swarf - thiab rub cov khoom mus rau hauv cov khoom raw- cov khoom txheem thawj zaug. Niaj hnub no, tsuas yog cov qauv kev sib cav tawm tsam ¥ 39,800 pem teb yog tias cov neeg tsim khoom tsis xav kom poob kev ruaj khov- tus nqi them los ntawm kev nres kab. Recycled titanium feed hloov qhov kev sib cav. Ib qho qauv tsim, traceable recycled kwj muab cov neeg tsim khoom pheej yig dua rau thawj daim txhuam cev thaum thawj daim txhuam cev tsis muaj txiaj ntsig - nws tsis muab rau lawv vim li cas thiaj li tsim cov sponge thawj. Rau Q4 kev yuav khoom tus qauv tsis muaj teeb meem. Rau 2027 thiab 2028 cov phiaj xwm muab khoom, nws yog vim li cas tus neeg yuav khoom yuav tsum tsis txhob xav tias hnub no cov khoom siv nruj heev.
Ib tug thawj coj titanium cov neeg tsim khoom ntse-lub Hoobkas kev sib tw platform, npog kaum qhov kev ua haujlwm ntawm cov txheej txheem digitalisation mus rau digital-twin forging, qhia txog cov kev taw qhia uas cov neeg tsim khoom loj tshaj plaws hauv tebchaws tau cog lus rau. Qhov tseeb tias carbon-footprint accounting yog ib qho ntawm kaum lub modules - tsis yog ib qho ntxiv- ntawm - yog lub tswv yim teeb liab: cov mills loj tab tom npaj los tiv thaiv EU kev lag luam nkag mus rau nruj carbon- ciam teb txoj cai los ntawm kev tuaj yeem luam tawm lawv cov ntaub ntawv emissions ntawm kev thov. Cov neeg yuav khoom uas xav tias hauv tsib xyoo - daim ntawv cog lus yuav tsum saib xyuas lawv cov neeg muag khoom twg tuaj yeem ua tau li ntawd hnub no.
Q4 Kev Txiav Txim Siab Template
Nov yog daim ntawv qhia hnub ua haujlwm uas koj pab neeg tuaj yeem siv lub lim tiam tom ntej. Nws xav tias cov qauv kev lag luam tam sim no tuav thiab tsis muaj qhov xav tau loj tuaj txog.
| Khoom | Cover Now (Sep–Oct) | Npog Nruab Nrab -Q4 (Nov) | Npog 2027Q1+ | Saib yam khoom |
|---|---|---|---|---|
| Daim txhuam cev Qib 0# (civil) | YOG- thawb rau<¥43,000/t | Tsuas yog nco | Tshem tawm - kev pheej hmoo hauv pem teb | Seb cov neeg tsim khoom txiav tawm cov khoom hauv pem teb |
| Daim txhuam cev Qib 0 # (aerospace) | Twb tau cog lus lawm | Twb tau cog lus lawm | Xauv los ntawm Dec | Kev faib tawm, tsis yog nqi |
| TA2 ingot / kub- dov phaj / welded raj | YOG | Qhov chaw xwb | Tshem tawm - pej xeem thov tsis muaj zog | Civil ingot cog kev siv |
| TC4 ingot / TC4 bar | Tsuas yog tsis tau booked | Twb booked | Xauv los ntawm Oct | 20-hli lub sijhawm ua haujlwm |
| 3C dawb-txiav Ti alloy / kheej kheej hmoov | Reserve 2027 melt peev | Hloov cov ntawv tshwj xeeb rau POs | Npog Q2–Q3 2027 tam sim no | 3C cov neeg siv khoom xa tawm mus |
| TiO2rutile (yog tias koj yog tus neeg yuav khoom xim / yas) | Tuav tawm ntawm tus nqi ntawv | Yuav tsuas yog raws li qhov xav tau | n/a | Seb tsab ntawv hike sticks hauv Q4 |
Daim ntawv qhia hnub ua haujlwm. Kho raws li koj daim ntawv cog lus, MOQ thiab inbound logistics. Lub ntsiab lus ntawm lub rooj yog sequencing, tsis yog nqe hom phiaj.
Dab tsi Yuav Hloov Qhov Kev Pom Zoo no
Civil ingot nroj tsuag re-pib peev xwm.Yog tias kev siv txav rov qab siab dua 55%, daim txhuam cev cov khoom lag luam pib tshem tawm thiab ¥ 39,800 pem teb rov qab. Qhov no yog tus lej tseem ceeb tshaj plaws los taug qab.
Pigment order books txhais mus rau hauv concentrate purchase.Yog tias cov neeg tsim cov pigment pib rub cov concentrates sai dua li cov khoom tuaj txawv teb chaws -ore chaw nres nkoj cov khoom tuaj yeem nqus tau, cov dej ntws qis kawg txav mus thiab cov sponge nqi pem teb thickens ntxiv.
Ib qho loj aerospace daim ntawv cog lus swb.Kev xa khoom qeeb ntawm kev ua lag luam sab hnub poob OEM pub dawb lub peev xwm rau cov tsis yog -aerospace buyers thiab hloov Q1-Q2 2027 TC4 daim duab tag nrho.
Ib tug thawj coj titanium foundry commissioning cov kauj ruam mus rau ib tug loj tshiab sponge kab sab nraum Tuam Tshoj.Pilot tej yaam num tau nthuav tawm lub hli no hauv South Asia, nrog rau kev hloov technology los ntawm tus neeg xa khoom thoob ntiaj teb. Kev ua haujlwm tau zoo hloov pauv qhov nruab nrab - nqe lus nkhaus.
EU Cov neeg yuav khoom: Ob kab ntxiv hauv daim ntawv qhia hnub
Rau cov neeg yuav khoom nyob sab Europe, daim ntawv qhia hnub saum toj no nqa ob qho kev txwv ntxiv uas tsis tshwm sim rau lwm thaj chaw. Lub EU carbon ciam teb mechanism txuas ntxiv ntxiv kwv yees li € 150 / tonne carbon nqi ntawm Suav titanium nkag mus rau hauv Union. Lub bloc nruj dual- siv kev tshuaj xyuas xa tawm ntxiv cov hnub ua haujlwm rau txhua qib siab - cov khoom xa tuaj. Ob leeg yuav tsum tau ua rau hauv Q4 daim ntawv cog lus ncua sij hawm tam sim no - tsis yog thaum thawj cov khoom thauj tau thauj mus los.
Khoom Specifications
Mill{0}} ntawv pov thawj titanium cov khoom tsim los rau thoob ntiaj teb cov qauv. Muaj nyob rau 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: 3-300 mm Ntev: mus txog 6,000 mm Hloov / Square / Hex |
ASTM B 348 Cov khoom siv 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 khoom siv 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 |
Civil sponge yog lub qhov rais qhib; aerospace TC4 raug kaw; 3C alloy xav tau 2027 kev tshwj tseg tam sim no. Peb tuav zeb- ntawv pov thawj khoom thoob plaws cov raj, phaj, tuav, xov hlau thiab strips, nrog tag nrho cov xa tawm thiab cov pa roj carbon- ciam teb cov ntaub ntawv. Xa koj cov lus qhia tshwj xeeb thiab lub hom phiaj ntim - peb teb tsis pub dhau 24 teev.
