Titanium Nqe Lub Yim Hli 2026: Tuam Tshoj Softens, Europe Tightens, Russia Tawm

Muab tso ua ke los ntawm Mysteel, SMM, thiab cov ntaub ntawv lag luam thoob ntiaj teb.

Tau qhov twg los: Muab tso ua ke los ntawm Mysteel, SMM, thiab kev lag luam qhia. Qhov nruab nrab txhua hli hauv RMB/ton.

Peb tus qauv tshwm sim los ntawm qhov sib txawv. Ua ntej, sponge titanium Qib 0# poob qis tsis tu ncua los ntawm kwv yees li ¥50,000 txog ¥45,500/ton-a 9% poob-xav txog Tuam Tshoj lub peev xwm nthuav dav (Lub Xya Hli cov khoom tau nce 27,100 tons, nce 17.5% xyoo{12} thiab nyob rau hauv plaub xyoos{12} sib law liag. Thib ob, TC4 aerospace alloy ingot poob qis dua, los ntawm ¥ 68,000 rau ¥ 65,000 / tuj, vim tias muaj zog dav hlau ntau lawm thiab kev siv nyiaj tiv thaiv tau nqus cov khoom lag luam nce. Thib peb, TA2 ntshiab titanium ingot taug qab daim txhuam cev raug nqi nqes mus rau ¥ 54,000-55,000 / tuj, nrog rau kev txwv ntxiv downside raws li cov txheej txheem ua haujlwm ze ntawm kev sib tsoo. Tus nqi sib txawv ntawm aerospace-qib thiab pej xeem- qib titanium tau nthuav dav heev- qhov kev sib txawv no yog cov qauv, tsis yog kev sib tw.

Tuam Tshoj

Overcapacity txhais cov lag luam hauv tsev. Kev lag luam kev khiav hauj lwm tus nqi tshaj 82%, nrog lub peev xwm tshiab los ntawm Panzhihua thiab Liaoning tsis tu ncua tso tawm. Cov khoom lag luam hauv zej zog tau sau rau plaub lub lis piam sib law liag. Kev thov qis los ntawm cov tshuaj, electroplating, thiab cov cuab yeej siv pej xeem tau poob ntau dua 40% xyoo-rau- xyoo. Txawm li cas los xij, aerospace thiab tiv thaiv titanium xaj kom muaj zog, nrog TC4 forging xaj nce 16% hli-rau- hli ntawm cov neeg tsim khoom ua lag luam. Ob peb tus neeg tsim khoom loj loj titanium tau pib txiav cov khoom tsim tawm-ib qho teeb liab tias tus nqi yuav qis dua.

Teb chaws Europe

Tuav tus nqi titanium siab tshaj plaws thoob ntiaj teb ntawm $ 13.76–15.20 / kg. Lub cheeb tsam ntsib qhov sib txawv ntawm cov khoom siv raws li Russia thawb kom nres aviation -qib titanium xa tawm. VSMPO-AVISMA, Russia tus tsim khoom loj tshaj plaws thiab keeb kwm yog thawj tus neeg muag khoom nyob sab Europe, tau pom kev siv lub peev xwm poob qis dua 60%- poob los ntawm 32,000 mus rau kwv yees li 17,000 tons. Fabkis aerospace (txhua xyoo cov nyiaj tau los tshaj € 85 billion) ntsib cov khoom siv ncaj qha. Cov neeg yuav khoom sab hnub poob tab tom tsim kho lwm cov khoom siv sib txuas, tab sis muaj peev xwm hloov pauv tau xav tau 3-5 xyoos.

North America

Tus nqi tshaj plaws - thaj chaw ruaj khov ntawm $ 6.17–6.81 / kg, anched los ntawm cov khoom siv hluav taws xob hauv tsev. Aerospace thov tseem muaj zog, khaws cov khoom nruj txawm tias muaj cov khoom siv raw.

Northeast Asia

Tus nqi tuav ntawm $ 6.93–7.65 / kg, txhawb nqa los ntawm kev xav tau ntawm Japanese thiab Kauslim aerospace. Nyiv lub Toho Titanium tab tom nthuav tawm lub peev xwm los ntes Western aerospace muab faib los ntawm Russia.

Russia lub titanium export txwv.Russia tab tom txhim kho txoj cai lij choj kom txwv tsis pub aviation -qib titanium xa tawm mus rau Tebchaws Europe. Cov kws tshuaj ntsuam xyuas kwv yees Western aerospace- cov nqi qib tuaj yeem nce 20–40% siab dua qib kev cog lus tam sim no yog tias VSMPO cov khoom raug txiav tag nrho. Teb chaws Europe dais qhov cuam tshuam tam sim ntawd; North American buyers yog insulated ntau dua vim hais tias twb muaj nyob rau hauv cov kev pom zoo muab khoom vaj khoom tsev.

Tuam Tshoj tus export tswj.Txij li thaum Lub Kaum Hli 2025, cov kev cai tshiab suav nrog "ntev- kev txiav txim caj npab" kab lus - cov khoom lag luam suav nrog - tswj cov khoom raw siab tshaj tus nqi pib yuav tsum muaj kev pom zoo los ntawm tsoomfwv Suav rau kev xa tawm rov- tawm. Qhov no ua rau muaj txiaj ntsig zoo rau kev ua raws cai rau cov khoom siv thoob ntiaj teb uas vam khom rau Suav cov khoom noj.

"Tsis yog-Tuam Tshoj-Russia" kev tsim cov saw hlau.Western aerospace OEMs tau nrawm cov khoom lag luam ywj pheej ntawm Tuam Tshoj thiab Russia. ATI (Asmeskas) thiab Toho Titanium (Nyiv) tau ruaj siab ntev - cov ntawv cog lus thiab kev tsim khoom hauv cheeb tsam. Qhov kev hloov pauv ntawm cov qauv no yuav ua rau nce siab - kawg titanium tus nqi yuav khoom.

Aerospace xav tau acceleration.Airbus kwv yees ntau dua 42,000 lub dav hlau ua lag luam tshiab hauv 20 xyoo tom ntej. Kev xa khoom lag luam raug kwv yees ntawm 1,350 units hauv 2026, nce mus rau 2,550 los ntawm 2037. Txhua qhov nqaim siv 10-15 tons ntawm titanium; dav dav dav hlau mus txog 40 tons. Kev siv nyiaj tiv thaiv thoob ntiaj teb tseem nyob ntawm cov ntaub ntawv siab.

Civil & industrial thov tsis muaj zog.Cov txheej txheem hauv qab, yas, thiab kev tsim kho yog nyob rau hauv ib txwm off- lub caij. Cov vaj tsev rov qab los tseem qeeb. Kev thov rau pej xeem titanium tau poob qis 40%+ xyoo- ntawm - xyoo hauv qee ntu, nrog cov neeg yuav khoom khaws cov khoom muag qis thiab kev yuav khoom tsuas yog ntawm -xav tau.

Tuam Tshoj txoj kev lag luam titanium cov ntaub ntawv qhia txog kev xa tawm kom pom tseeb - taw qhia. Daim txhuam cev titanium xa tawm thaum Lub Xya Hli mus txog 572.4 tons, nce 33% xyoo-rau- xyoo, feem ntau ntws mus rau Nyab Laj, Is Nrias teb, thiab Kaus Lim Qab Teb rau kev lag luam. Ntshuam poob mus rau 56.8 tons, nqis 77.5% lub hli-nyob rau- hli- lees paub nyob ze - ua tiav hauv tsev tus kheej- txaus rau cov qib txheem. Tsuas yog ultra-siab-purity thiab tub rog- cov qhab nia tshwj xeeb tseem xav tau kev xa khoom txawv teb chaws, nrog rau tag nrho H1 ntshuam qis dua 200 tons.

Ntawm cov khoom lag luam ua tiav, titanium raj xa tawm tau nce 36% xyoo- ntawm - xyoo hauv H1 2026- pawg loj tshaj plaws, qhia txog kev xav tau thoob ntiaj teb rau cov khoom lag luam hauv Suav teb. Rau cov neeg yuav khoom thoob ntiaj teb, qhov no tau lees paub Tuam Tshoj txoj haujlwm ua tus txhim khu kev qha, siab - ntim khoom ntawm kev lag luam- qib titanium nrog kev loj hlob tuaj yeem hla cov phaj, tuav, xov hlau, thiab strips.

Jin Titanium IPO (Lub Yim Hli 19).Nqe ntawm ¥ 9.72 / qhia, nce ¥ 437 lab rau 20,000-tuj aerospace- qib sponge titanium project. Nws aviation rotor-qib daim txhuam cev titanium tshaj tawm tshaj tawm tshaj tawm Russia lub TG-90 thiab Nyiv S-90 ntawm impurity thiab hardness metrics.

LB Group UK cog restart (Aug 18).Lub Hartlepool chloride- txheej txheem titanium oxide cog tau rov pib dua, txhawb nqa tag nrho cov tshuaj chloride rau 810,000 tons / xyoo thiab ntxiv dag zog rau lub ntiaj teb tus nqi nqi hauv titanium pigment.

Pangang tshwj xeeb titanium alloy yeeb nkab.Ua tiav 98% + ob npaug - kev soj ntsuam dhau tus nqi rau cov kav dej tshwj xeeb titanium alloy - cov ntaub ntawv tseem ceeb rau aerospace thiab siab - khoom siv hluav taws xob kawg. Qhov no yog qhov kev ua tiav hauv kev ua haujlwm siab hauv tsev siab -kawg titanium kev ua haujlwm sib xws.

Xiaomi + Anhui Zhongti.Daim ntawv thov patent sib koom ua ke rau titanium alloy additive manufacturing hmoov, tsom rau lub zog tshiab lub tsheb lub teeb yuag thiab cov txheej txheem nyuaj- muaj peev xwm xav tau tsav tsheb tshiab.

Farnborough Airshow.20+ Tuam Tshoj titanium tuam txhab uas muag tau koom nrog nrhiav Western aerospace cov neeg siv khoom, nrog tsawg kawg peb thov lawv cov khoom twb tau siv hauv Airbus aircraft.

Luv-lub sij hawm (1–2 lub hlis)

Lub caij tawm - lub caij mus txog rau lub Yim Hli lig. Suav pej xeem-qib titanium tus nqi yuav nyob twj ywm mos. Saib xyuas seb lub Cuaj Hlis restocking ua rau tus nqi stabilization- qhov no yog qhov tseem ceeb inflection point los saib.

Nruab nrab-term (3–6 lub hlis)

Aerospace-qib TC4 tus nqi yuav tsum tuav ruaj khov lossis nce nruab nrab raws li Russia cov khoom sib txawv dav dav thiab dav hlau ntau lawm nce. Civil- cov nqi qib yuav pom hauv pem teb raws li cov neeg tsim khoom loj txiav tawm. Qhov siab -kawg vs. pej xeem-qib tus nqi sib txawv yuav zoo li nyob twj ywm lossis nthuav dav.

Qhov tseem ceeb txaus ntshai:VSMPO-AVISMA txoj haujlwm ua haujlwm yog qhov hloov pauv tseem ceeb tshaj plaws. Ib qho kev cuam tshuam rau nws cov khoom xa tawm yuav cascade thoob ntiaj teb. Lub peev xwm tshiab sponge muaj peev xwm (Nyiv, Saudi Arabia, Asmeskas) yuav tsum tau 3-5 xyoo yam tsawg kawg nkaus rau qhov muaj txiaj ntsig zoo rau kev xa khoom.

Cov lus pom zoo ntawm kev yuav khoom

Tam sim no Suav kev lag luam - qib titanium pricing sawv cev rau qhov kev yuav khoom zoo vim muaj peev xwm hauv tsev.

Rau aerospace- cov ntaub ntawv qib, xav txog kev kaw lub sijhawm ntev - cov ntawv cog lus ua ntej lub voj voog xav tau nce siab thiab cov khoom siv nruj ntxiv.

Ntau qhov chaw muab khoom sib txawv- zaj lus qhia los ntawm Lavxias teb sab titanium yog qhov pom tseeb kev lag luam ruaj khov tuaj yeem evaporate sai.

Peb muab ntau yam ntawm titanium cov khoom 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).

Xav tau cov khoom titanium ntawm cov nqi lag luam tam sim no?

Peb pab neeg saib xyuas kev lag luam titanium txhua hnub los muab koj cov nqi sib tw thoob plaws hauv cov raj, phaj, tuav, xov hlau, thiab strips. Thov ib qho kev tsocai thiab tau txais cov lus teb hauv 24 teev.

Thov ib daim Quote