Nqe Snapshot - Cuaj hlis 28, 2026
Muab tso ua ke los ntawm luam tawm cov ntawv tshawb fawb txhua lub lim tiam thiab cov ntawv luam tawm txhua hnub, Cuaj Hlis 22-26, 2026.
| Khoom | Suav teb | Lub Limtiam Tsiv | Teeb liab |
|---|---|---|---|
| Daim txhuam cev Ti Qib 0# (Liaoning, txhua hnub) | ¥44,500/t | Flat (5 lub lis piam) | Ntau yam xauv |
| Daim txhuam cev Ti Qib 0# (Sichuan, txhua hnub) | ¥44,500/t | Pav ca | Ntau yam xauv |
| Daim txhuam cev Ti Qib 0# (tso tawm ntau) | ¥44,000–45,000/t | Pav ca | Avg 44,500 |
| Daim txhuam cev Ti Qib 1# | ¥43,000–44,000/t | Pav ca | Avg 43,500 |
| Sponge Ti Qib 2# | ¥42,000–43,000/t | Pav ca | Avg 42,500 |
| Daim txhuam cev Ti 0# (FOB Tuam Tshoj) | $6,800/t | Pav ca | Export premium tseem muaj |
| Titanium tetrachloride (TiCl4) | ¥5,800–6,000/t | ruaj | Tshuag nruj |
| Ti concentrate 47% (Panzhihua) | ¥1,170–1,220/t | ↓ qis ¥10 | Cov khoom me me |
| Ti concentrate 46% (Panzhihua) | ¥1,150–1,200/t | ↓ qis ¥10 | Imported ore siab |
| High-Ti slag 90-qib | ¥5,200–5,400/t | Pav ca | Poob-ua, tus nqi qis |
| Acid{0}}soluble Ti slag (Sichuan) | ¥3,600–3,800/t | Pav ca | Sluggish |
| TiO2rutile (ex-ua haujlwm) | ¥15,300–16,800/t | Pav ca (chloride- txoj kev) | Kev ruaj khov, xaj cov ntawv rau Lub Kaum Hli |
| TC4 Alloy Ingot (Ti-6Al-4V) | ¥64,000–66,000/t | Pav ca | Aerospace tag nrho cov ntawv xaj |
| 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 |
| 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 |
| Mill Khoom - Europe | $13.76–15.20/kg | Ua kom siab | Hwm tsis hloov |
| Mill Khoom - 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 luam tawm cov ntawv tshawb fawb txhua lub limtiam thiab cov nqi ntsuas txhua hnub, lub Cuaj Hlis 22–26, 2026. CNY ex-ua haujlwm Suav; ore nyob rau hauv CIF.
Pav rau saum npoo, Loading hauv qab
Daim txhuam cev Qib 0# tau tshaj tawm ntau yam (shaded band) thiab nruab nrab- taw tes ntsuas (kab), txhua lub lim tiam, nruab nrab-Lub Xya Hli mus txog rau lub Cuaj Hlis 2026. Index tsis tau tawg ±¥200 ntawm nruab nrab-ntau li tsib lub lis piam.
Cov ntawv tshaj tawm tsis tau txav mus rau tsib lub lis piam. Cov kev ntsuas niaj hnub luam tawm los ntawm cov neeg tsim khoom sab qaum teb thiab sab qab teb sab hnub poob nyeem hauv 50,000-200 ntawm ib leeg thiab hauv cov ntawv luam tawm. Yog tias koj tsuas saib cov xov xwm, koj yuav hu rau lub khw no. Cov kev tshawb fawb txhua lub lim tiam piav qhia txog kev ua lag luam qhia ib zaj dab neeg sib txawv. Tus tsim tawm - sab tawm tswv yim tam sim no piav qhia txog kev lag luam hauvruaj khovmob ntau dua li covkhov kho-tsis muaj zoghom lus ntawm ob lub lis piam dhau los - lub ntsiab lus yog hloov maj mam hloov hauv lub suab. Tus neeg yuav khoom- sab lus tawm tswv yim txuas ntxiv piav qhia me me -batch, tsuas yog-hauv- lub sijhawm rov ua dua thiab tsis muaj zog txaus siab ua rau ntim. Kev ua lag luam tsis sib npaug; nws tuag tes tuag taw, nrog rau ob sab tsis kam ua thawj zaug tsiv.
Export Surge Feem ntau cov neeg yuav tsis nco
Txhua hli daim txhuam cev titanium export ntim, Lub Ib Hlis-Lub Yim Hli 2026. Lub Yim Hli xa tawm ntawm 708.4 t tau nce 23.6% MoM thiab 32.2% YoY - tsib - hli siab.
Cov lus piav qhia nyob ib puag ncig titanium sab nrauv xyoo no tau ua tiav los ntawm kev nruj kev tswj hwm kev xa tawm thiab ua kom ntev cov ntaub ntawv ncua sij hawm. Qhov ntawd yog qhov tseeb. Dab tsi tib cov ntaub ntawv tseem qhia tau, thiab qhov sib tham tsawg dua, yog qhov ntim tsis tau tawg - lawv tau rov qab los. Lub yim hli ntuj luam tawm ntawm 708 tonnes tau nce 23.6% lub hli- ntawm- hli thiab 32.2% xyoo- ntawm- xyoo, thiab yog tus lej siab tshaj plaws txhua hli txij li lub Peb Hlis. Thawj yim lub hlis ntawm 2026 tab tom khiav 11.8% ua ntej ntawm tib lub sijhawm xyoo tas los. Qhov ntawd yog cov khoom siv-sab dab neeg ntawm lub hli, thiab nws yog ib qho tsim nyog yuav tsum nco ntsoov tias Q4 cov phiaj xwm nrhiav tau tiav: lub tonnage uas tawm hauv lub tebchaws thaum Lub Yim Hli tsis muaj rau cov neeg yuav khoom hauv tsev hnub no.
Peb Lub Sijhawm Ntxim Ntxim Ntxim Ntxim Ntxim Ntxim Ntxim Ntxim Ntxim Ntxim Ua ntawm Lub Tsev Loj
Cov neeg tsim khoom sab qaum teb tab tom nqa lub peev xwm tshiab hauv online.Cov kev tshawb fawb piav qhia txog H2 qhov muaj peev xwm ntxiv mus rau sab qaum teb, nrog cov chav uas tau raug kho rov pib dua ib zaug. National sponge tso zis yog nyob rau hauv ib tug ntsuas nce txoj kev mus txog rau lub thib ob ib nrab. Qhov ntawd yog cov khoom siv -sab sib piv rau qhov kev thov tiaj tus: txawm tias lub lag luam uas tsis muaj zog restocking absorbs cov zis ntau dua thaum cov zis nce.
Kev thov pej xeem raug tso tawm - tab sis los ntawm cov khoom lag luam siab.Cov lus tshawb fawb zaum kawg piav qhiaruaj khov tsontawm civil titanium-cov ntaub ntawv xav tau nyob rau lub Cuaj Hli, ib qho kev hloov kho tseem ceeb los ntawm qhov ua ntej "tsis muaj zog" yam ntxwv. Yog vim li cas tus nqi tsis tau hloov mus rau qhov kev txhim kho yog tias cov neeg yuav khoom hauv tsev nkag Q3 nqa hnyav ua ntej - ib nrab cov khoom muag. Kev txiav txim cov phau ntawv ntawm kev hloov cov nroj tsuag tau sau, tab sis raw- kev yuav khoom yog nce qeeb vim tias cov khoom lag luam uas twb muaj lawm tau ua haujlwm ua ntej.
Exports yog absorbing dab tsi domestic xav tau tsis yog. Lub Yim Hli sponge xa tawm ntawm 708 tonnes yog 23.6% siab dua Lub Xya Hli thiab 32.2% siab dua lub Yim Hli. Qhov ntau ntawm Lub Ib Hlis-Lub Yim Hli yog khiav 11.8% ua ntej 2025. Tsis muaj ib qho tonnage rov qab los. Ua ke nrog kev nce hauv cov khoom tsim tawm hauv tsev, nws txhais tau tias cov khoom siv zoo li nws zaum hauv cov khoom muag yog, ib feem, ntawm nws txoj kev mus rau qhov chaw nres nkoj.
Txoj kev sib cais yog nthuav dua
Lub aerospace/tub rog tier ntawm lub khw titanium tseem ua haujlwm ntawm lub moos sib txawv los ntawm cov ntaub ntawv qib pej xeem - qib. Cov kev tshawb fawb tib yam piav qhia tag nrho cov ntawv xaj ntawm cov neeg tsim khoom lag luam rau aerospace- qib sponge thiab bar, nrog rau ncua sij hawm xa tuaj thiab nruj siab - kawg khoom. Naval-marine- qib tube xaj tau sau los ntawm thawj ib nrab xyoo tom ntej. Cov pej xeem casting- qib ingot, los ntawm qhov sib piv, tseem tab tom khiav tsawg dua 50% kev khiav hauj lwm tus nqi, nrog qis- cov khoom kawg ntsib cov nqi sib tw hnyav thiab cov neeg siv qis qis tsuas yog ua me me -batch, tsuas yog- nyob rau hauv - lub sij hawm restocking.
Tus qauv polarized tsis zoo li yuav hloov pauv nyob rau lub sijhawm luv luv, cov lus piav qhia, thiab qhov sib txawv ntawm ob theem yog qhov dav dua li qhov nqaim. Tus nqi hauv pem teb uas txhawb nqa tus nqi sponge yog nyob rau hauv qhov chaw los ntawm cov khoom noj khoom haus sab saud (concentrate, TiCl4, hluav taws xob thiab magnesium), thiab hauv pem teb ntawd tseem nyob ruaj khov rau lub lim tiam no. Cov lus qhia rau cov neeg yuav khoom tsis hloov pauv: pej xeem- qib thiab aerospace- qib titanium tsis teb rau tib lub cim, thiab kev kho lawv raws li ib qho kev lag luam yog qhov yuam kev ntawm kev yuav khoom ntau tshaj plaws nyob rau hauv ib puag ncig tam sim no.
Q4 Daim Ntawv Teev Kev Muag Khoom - Los ntawm Lub Hlis
Nov yog daim ntawv qhia hnub koj pab neeg tuaj yeem ua haujlwm txij lub lim tiam tom ntej. Kho raws li koj cov nqe lus cog lus thiab inbound logistics; lub ntsiab lus ntawm daim ntawv yog sequencing.
| Lub hli | Civil-qib daim txhuam cev | Aerospace-qib TC4 / bar | Saib yam khoom |
|---|---|---|---|
| Kaum Hli | Push rau ntau yam hauv qab ntawm qhov chaw ntim; ncua Q1 daim ntawv cog lus | Paub meej 2027 faib cov qhov | Seb qaum teb H2 muaj peev xwm tso tawm raws sijhawm |
| Kaum ib hlis | Txuas ntxiv qhov chaw yuav khoom; saib pigment destock cycle | Xauv 2027Q1 bar / ingot daim ntawv cog lus | TiCl4nruj; pigment restocking pace |
| Kaum Ob Hlis | Xyoo- xaus cov khoom xa rov qab - zam kev nqa ntawm ¥44,000/t | Qhov kawg hu rau H1-2027 slots | Xyoo- tus nqi them nyiaj kawg; export ntim |
Daim ntawv qhia hnub ua haujlwm. Kho lub hli ciam teb li mos; lub ntsiab lus yog qhov kev txiav txim ntawm kev ua haujlwm.
Kev Saib Xyuas Kev Lag Luam - Peb Cov Tsiaj Tsiv
Kev siv dua tshiab -titanium lub teb chaws tus qauv yuav muaj nyob. GB/T 20927–2026, tus qauv tshiab hauv lub tebchaws rau cov khoom siv titanium rov ua dua tshiab, yuav siv sijhawm thaum Lub Ob Hlis 2027. Nws tau faib cov titanium seem los ntawm daim ntawv - loj block, me me thiab swarf - thiab nqa cov khoom siv rov ua dua tshiab rau hauv cov khoom nyoos zoo - cov khoom siv thawj zaug. Qhov cuam tshuam rau 2027 qhov chaw: ib qho traceable, standardized recycled kwj yuav txo tau qhov kev cia siab ntawm thawj daim txhuam cev hauv kev poob-ua tej yam kev mob. Cov neeg tsim khoom yuav muaj qhov pheej yig dua rau kev khiav cov kab tsis muaj txiaj ntsig.
Ntse-Lub Hoobkas kev suav nyiaj tau dhau los ua tus qauv.Ib tug thawj coj hauv tsev titanium cov tsim tawm tab tom sib tw lub ntse-lub Hoobkas platform uas suav nrog cov pa roj carbon-footprint accounting raws li ib qho ntawm kaum qhov kev ua haujlwm - tsis yog qhov ntxiv- rau. Lub teeb pom kev zoo: cov mills loj tab tom npaj los tiv thaiv EU kev lag luam nkag mus rau kev nruj cov pa roj carbon-txoj cai ciam teb 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 cov neeg muag khoom tuaj yeem ua li ntawd hnub no.
3C titanium xav tau yog rub rau pem hauv ntej. Nrog rau cov neeg siv khoom loj-electronics pib lub voj voog mus txog, foldable-dev pob khawm, nruab nrab-thav duab thiab saib cov rooj plaub tau rub tawm dawb- txiav titanium alloy xav tau. 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. Spherical titanium hmoov tseem nyob hauv cov qauv luv luv ntawm ¥ 350-400 / kg, nrog cov khoom tseem tau booked mus txog rau xyoo tom ntej.
Dab tsi Yuav Hloov Qhov Kev Pom no
Kev siv pej xeem ingot rov- nrawm dua 55%.Kev soj ntsuam piav qhia me me thiab nruab nrab ingot nroj tsuag khiav qis dua 50%. Kev rov qab los ntawm kev siv yog lub teeb liab huv tshaj plaws uas ua ntej - ib nrab cov khoom muag thaum kawg tau ua haujlwm dhau los.
Pigment restocking txhais mus rau hauv kev yuav khoom.Pigment xaj cov phau ntawv sau rau lub Kaum Hlis, tab sis kev xa tawm los ntawm cov xim restocking rau hauv cov khoom siv concentrated tiag tiag yog dab tsi thickens tus nqi txhuam hniav hauv pem teb ntxiv.
Ib daim ntawv xa tawm aerospace.Kev ncua ntawm Western OEM tseem ceeb pub dawb rau cov neeg tsis yog -aerospace buyers thiab hloov 2027 TC4 daim duab khoom.
Export tswj nruj ntxiv.Yog tias cov ntaub ntawv ncua sij hawm txuas ntxiv, Lub Yim Hli -style export ntim yog qhov nyuaj dua rov ua dua, thiab cov tonnage nyob twj ywm hauv kev ua lag luam hauv tsev - txuas ntxiv cov nqi muag muag.
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 daim hlau | 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: 3-300mm Ntev: mus txog 6,000 mm Hloov / Square / Hex |
ASTM B 348 Cov Lus Qhia Tshwj Xeeb 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 Lus Qhia Tshwj Xeeb 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 |
Pav ca rau tsib lub lis piam, tab sis daim kab xev yog thauj khoom
H2 daim txhuam cev tso zis tau nce, Lub Yim Hli cov khoom xa tawm tau tsoo tsib -hli siab, thiab cov qauv sib txawv ntawm cov qib pej xeem thiab aerospace tseem nthuav dav. Peb tuav zeb- ntawv pov thawj cov 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 - teb hauv 24 teev.
