Dab tsi hloov hauv lub lim tiam xaus lub Kaum Hlis 10, 2026.
Daim txhuam cev 0# swb los ntawm RMB 44,000–45,000 rau RMB 43,000–44,000, ntxiv 2.2–2.3% ntawm tus ncej- hnub so saum toj kawg nkaus. Daim txhuam cev 1# yog ntawm RMB 42,000–43,000; sponge 2# yog ntawm RMB 41,000–42,000. Rutile R-996 tau txav los ntawm RMB 14,200–14,500 rau RMB 14,500–14,800 ex-ua haujlwm, ib qho kev hloov pauv RMB 300 / tonne uas nqus tau ib tsab ntawv taug kev tawm lub lim tiam ua ntej. Titanium concentrate tawm ntawm Hebei thiab Panzhihua eased los ntawm RMB 30-50 / tonne. Hauv qab aerospace thiab kev tiv thaiv specifications tuav ruaj khov hla phaj, bar, raj thiab ntawv ci.
Daim txhuam cev khaws zawv zawg tom qab hnub so bounce
Lub Kaum Hli 8 luam tawm zoo li kev rov qab los - daim txhuam cev 0# rov qab los ntawm RMB 43,500 rau RMB 45,000 hauv ib qho kev sib kho nyob tom qab ntawm ncej- hnub so restocking. Thaum kawg ntawm lub lim tiam thib ob uas qhov kev rov qab los tsis muaj mob, thiab cov kab ntawv xov xwm tam sim no tau ua lag luam hauv qab no uas nws zaum ua ntej hnub so. Plaub-lub lim tiam qhia zaj dab neeg kom huv: 0# peaked ntawm RMB 45,000–46,000 nyob rau nruab nrab-September, swb mus rau RMB 44,000–45,000 los ntawm lub Cuaj Hli Ntuj 28, tsoo rau RMB 43,000–44,000 nyob rau hauv qab ntawm lub kaum hli ntuj.
Cov qib qis tau ua raws. Daim txhuam cev 1# poob RMB 1,000 rau thaj av ntawm RMB 42,000–43,000; sponge 2# poob RMB 1,000 mus tsaws ntawm RMB 41,000–42,000. 0#–1# qhov sib txawv tuav ntawm RMB 1,000 thiab 1#–2# qhov sib txawv tuav ntawm RMB 1,000, uas yog qhov nws tau ua rau rau lub lis piam dhau los.Kev txhais lus: qib -1 rau qib-0 tus nqi them yog raws nraim li nws tau ua ua ntej hnub so - tsis muaj kev ceeb ntshai hauv tus qauv hwm, tsuas yog lub siab ntawm cov xov xwm.
Titanium dioxide R-996 yog hais txog tus nqi, tsis xav tau
Thaum Lub Kaum Hli 9, 2026, tus loj rutile R-996 tus tsim tawm tau nqa cov nqi ua haujlwm dhau los ntawm RMB 300 / tonne, txav cov qhab ntawm RMB 14,200–14,500 rau RMB 14,500–14,800. Nws yog tib lub ntsiab lus hloov tus lej ntawm titanium tus nqi saw lub lim tiam no, thiab cov kev taw qhia yog rov qab rau daim txhuam cev. Qhov kev sib txawv ntawd yog qhov tseem ceeb tshaj plaws nyeem ntawm daim kab xev.
R-996 yog txheej txheej txheej. Nws tus nqi yog tswj hwm los ntawm titanium concentrate nqi (TiO2 >46% Panzhihua ntawm RMB 1,130–1,180, Hebei ntawm RMB 1,020–1,070) thiab los ntawm sulphate- txheej txheem kev lag luam kev lag luam. Thaum R-996 nce mus thaum daim txhuam cev poob qis, cov lus qhia tau hais tias tus nqi pawg nyob rau pem hauv ntej ntawm cov saw tau nres. Kev tsom xam tau yooj yim los ntawm RMB 30-50 / tonne lub lim tiam no, tab sis cov neeg tsim khoom qis qis tau xaiv los nqus cov nqi nyem rau hauv cov paj es tsis dhau nws.Tus neeg tsim khoom uas tuaj yeem khaws tus nqi nce siab thaum daim txhuam cev poob qis yog tus tsim khoom nrog kev txiav txim- phau ntawv npog rau hauv Q1.
Cov ntaiv specification tsuas yog qhov tseem nce
Thaum daim txhuam cev thiab R-996 sib ntaus sib tua hla cov xov xwm, cov khoom ntaiv zeb tsis txav mus. Cov lus hauv qab no yog muab tso ua ke los ntawm qhov kev ntsuam xyuas qhov chaw tshaj tawm rau lub Kaum Hlis 9–10, 2026. Nyeem nws txoj hauv kev uas koj yuav nyeem ib daim ntawv teev nqi ntawm koj lub zeb, tsis yog txoj kev koj yuav nyeem daim kab xev yav tom ntej.
| Daim ntawv | Qib | Specification | Nqe (RMB/kg) | USD eq. ($/kg) | Kev taw qhia |
|---|---|---|---|---|---|
| Phaj | TC4 (Ti-6Al-4V) | 15 hli kub- dov | 140 | 20.80 | Pav ca, tsim nyog |
| Phaj | TA18 (Ti-3Al-2.5V) | 0.8mm ib | 450 | 66.86 | Pav ca, tsim nyog |
| Phaj | TSI 15 | 1.5 hli | 375 | 55.72 | Pav ca, tsim nyog |
| Phaj | TA4 | 2 hli | 168 | 24.96 | Pav ca |
| Phaj | TSI 10 | 10 mm | 175 | 26.00 | Pav ca |
| Phaj | TA2 (GR2) | 6 hli kub- dov | 77 | 11.44 | Pas, mos |
| Phaj | TA1 (GR1) | 3 hli | 86 | 12.78 | Pas, mos |
| Phaj | TB5 | 0.8mm ib | 49 | 7.28 | Pas, mos |
| Sawb / coil | TA2 (GR2) | 0.3mm ib | 180 | 26.75 | Flat, hwm |
| Sawb / coil | TA1 (GR1) | 0.25 hli | 170 | 25.26 | Pav ca |
| Sawb / coil | TA1 (GR1) | 0.2 hli | 175 | 26.00 | Pav ca |
| Sawb / coil | TC4 (Ti-6Al-4V) | 0.5 hli txias- dov | 960 | 142.64 | Pav ca, tsis tshua muaj |
| Sawb / coil | TA1 foil | 0.05 hli | 900 | 133.73 | Pav ca, tshwj xeeb |
| Sawb / coil | TA1 foil | 0.07mm ib | 800 | 118.87 | Pav ca, tshwj xeeb |
| Ingot | TC 4 | Melting Tshuag | 63 | 9.36 | Pav ca, tsim nyog |
| Ingot | TA1 | Melting Tshuag | 55 | 8.17 | Pav ca |
| Ingot | TA 2 | Melting Tshuag | 54 | 8.02 | Pav ca |
| Bar | GR 2 | Φ 20-40 hli | 105–110 | 15.60–16.34 | Pav ca |
| Welded raj | GR 2 | OD 6-114 mm | 105–110 | 15.60–16.34 | Pav ca |
Ob qhov kev soj ntsuam tseem ceeb.Ua ntej, tus ntaiv yog ntxhab ntawm ob qho kawg.Tus nqi pheej yig tshaj ntawm daim ntawv teev npe yog TB5 0.8 hli phaj ntawm RMB 49/kg; tus kim tshaj plaws yog TC4 0.5 hli txias- dov strip ntawm RMB 960 / kg. Qhov ntawd yog 19.6 × kis tau rau hauv ib qho hlau, thiab kev sib kis tau teeb tsa los ntawm kev ua tiav cov txiaj ntsig thiab muaj peev xwm tsim nyog, tsis yog los ntawm daim txhuam cev.Qhov thib ob, qhov muag thiab qhov tsis txaus tau ua tiav tag nrho.Qhov muag ntawm tus ntaiv (TA1 3 hli phaj ntawm RMB 86}/kg, TA2 6 hli phaj ntawm RMB 77/kg, TB5 0.8 hli phaj ntawm RMB 49/kg) taug qab daim txhuam cev thiab pej xeem- qib cov khoom muag. Sab tsis txaus (TC4 15 hli phaj ntawm RMB 140 / kg, TA18 0.8 hli phaj ntawm RMB 450 / kg, TA15 1.5 hli phaj ntawm RMB 375 / kg) taug qab aerospace thiab tiv thaiv kev tsim nyog. Lawv yog ob lub khw sib txawv hnav tib yam hlau.
Qhov kev thov backdrop tseem zoo - tsis yog rau daim txhuam cev
Lub Cuaj Hli tsim PMI luam tawm 50.1%, nce 0.3 ntsiab lus los ntawm Lub Yim Hli thiab rov qab los ntawm kab txuas ntxiv. Kev sib xyaw ua ke yog qhov muaj txiaj ntsig ntau dua li cov ntawv xov xwm. Kev txiav txim tshiab yog 50.2, ntau lawm yog 51.0, thiab qhov sib txawv ntawm qhov kev yuav khoom- nqi ntsuas (60.8) thiab lub Hoobkas- rooj vag nqi ntsuas (54.0) zaum ntawm 6.8 feem pua cov ntsiab lus - qhov dav tshaj nws tau nyob hauv 12 lub hlis.Qhov ntawd yog lub teeb liab nyem, tsis yog lub teeb liab xav tau.Mills tau them nyiaj ntau dua rau cov khoom siv ntau dua li lawv tau rov qab los ntawm cov khoom tsim tawm, thiab txoj hauv kev kom muaj sia nyob nws yog thawb ntim los ntawm qhov siab tshaj plaws - cov lus qhia tshwj xeeb ntawm tus ntaiv - qhov tsim nyog aerospace thiab tiv thaiv sab, tsis yog sab hauv tsev neeg mos.
Export ntim qhia ib zaj dab neeg zoo sib xws, nrog rau qhov chaw sib txawv ntawm lub ntiajteb txawj nqus. Lub yim hli ntuj sponge xa tawm mus txog 708.4 tonnes, nce 23.6% lub hli nyob rau lub hli thiab 32.2% xyoo rau xyoo - tsib - hli siab. Daim kab xev xa tawm tsis tau ua raws li daim kab xev hauv tsev, uas txhais tau hais tias cov neeg yuav khoom txawv teb chaws tseem them tus nqi tag nrho thaum Suav pej xeem xav tau absorbs cov nyiaj seem. Qhov kev sib tw export yog, nyob rau hauv qhov tseeb, hauv pem teb nyob rau hauv lub headline qeb. Lub 8-hli kev xa tawm ntim ntawm kwv yees li 4,200 tonnes yog 11.3% ua ntej ntawm tib lub qhov rais xyoo tas los.
Daim txhuam cev 0# headline
¥43,000–44,000 /t
¥1,500–2,000 vs. Oct 8 kaw
01
Rutile R-996 ex-ua haujlwm
¥14,500–14,800 /t
+¥300 vs. ua ntej-hike (Oct 8)
02
Cuaj hlis PMI
50.1%
+0.3 pts vs. Lub yim hli ntuj, rov qab mus rau kev nthuav dav
03
Lub yim hli ntuj sponge exports
708.4 t
+32.2% YoY, tsib-hli siab
04
Yuav kaw dab tsi, tos dab tsi, dab tsi rov- qib
Peb qhov kev txiav txim siab yuav khoom tsuas yog ib qho tseem ceeb rau lub lim tiam no, thiab cov lus teb zoo rau txhua tus nyob ntawm qhov chaw ntawm tus ntaiv koj qhov chaw zaum.
Xauv tam sim no - tsim nyog TC4, TA15, TA18, thiab TC4 ntawv ci.Aerospace thiab tiv thaiv lub sij hawm tseem nyob hauv 18-22 lub hlis. Daim txhuam cev ntog tsis yuav koj qhov ntau lawm ceev. Yog tias koj muaj kev lees paub 2027 tus me nyuam, tso qhov kev txiav txim rau lub hlis no; lub mill slot yog cov khoom siv tsawg, tsis yog hlau.
Tos - pej xeem- qib phaj, bar thiab welded raj.TA1, TA2, GR2 phaj, GR2 bar Φ 20-40 mm, GR2 welded raj OD 6-114 mm. Qhov muag ntawm tus ntaiv yog ua raws li daim txhuam cev, daim txhuam cev tau ntxiv los muab, thiab mloog zoo yog pib muag ib yam nkaus. Qhia koj qhov ntim Q1 rau lub Kaum Ib Hlis; tsis txhob ua ntej- ua dhau qhov koj tuaj yeem ncua.
Re-qib - ib qho kev qhia tshwj xeeb uas siv TC4 lossis TA18 thaum TA2 lossis GR2 yuav ua haujlwm.Lub TB 5 0.8 hli phaj ntawm RMB 49 / kg muaj nyob vim hais tias cov pej xeem ntawm tus ntaiv yog muab tag nrho. Yog tias koj qhov chaw yog corrosion-thiab-siab ntau dua li lub zog- thiab- qhov kub thiab txias, qhov kev txo qis hauv cov ntsiab lus tuaj yeem txo cov nqi ntawm cov khoom los ntawm 40-60% yam tsis muaj kev hloov pauv hauv kev ua haujlwm. Rov- tshuaj xyuas daim duab ua ntej koj rov- tshuaj xyuas tus nqi.
Cov kab hauv qab rau lub lim tiam ntawm Lub Kaum Hli 12, 2026.Sponge tab tom tham txog kev xav tau ntawm pej xeem tsis muaj zog. R-996 tab tom tham txog tus nqi ruaj khov. PMI tab tom tham txog cov npoo npoo. Exports tab tom tham txog kev sib tw txawv teb chaws uas tsis tau tawg. Tag nrho plaub yog muaj tseeb nyob rau tib lub sij hawm, uas yog vim li cas tus ntaiv specification yog tib lub teeb liab uas reconciles lawv. Qhov muag muag ntawm tus ntaiv tseem muaj downside; qhov tsim nyog sab tsis muaj.
Thov ib daim ntawv tsocai rau cov khoom titanium zeb
Daim txhuam cev, ingot, phaj, ntawv, sawb, ntawv ci, bar, raj thiab xaim hauv TA1, TA2, GR1, GR2, TC4, GR5, TA15, TA18, TA10 thiab TB5 qib. Mill xeem ntawv pov thawj nrog txhua qhov kev txiav txim. Standard specifications nkoj hauv 3-6 lub lis piam; tsim nyog aerospace specifications paub tseeb hais tias tiv thaiv koj daim duab thiab cua sov-xov tooj yuav tsum tau.
