^{Reposted thiab txhais los ntawm thawj tsab xov xwm nyob rau official WeChat account "Titanium Tsev" (《钛之家》).}

Panorama ntawm Titanium Market thaum Lub Kaum Hli:Daim txhuam cev Titanium nqe poob thiab Titanium khoom lag luam nyuaj hauv qab - Nrhiav Amid Tsis muaj zog thiab kev thov

I. Tag Nrho Kev Ua Lag Luam

Thaum Lub Kaum Hli, kev lag luam titanium tau nthuav tawm peb tus yam ntxwv tseem ceeb: "oversupply, differentiated demand, and weak price".

Muab sab: Lub peev xwm ntau lawm ntawm cov khoom siv hluav taws xob xws li daim txhuam cevtitanium thiab titanium alloyingots khaws cia siab - theem ua haujlwm. Cov zis tau pib zoo ib yam li lub hli dhau los lossis nce me ntsis. Cov khoom lag luam siab hnyav zuj zus, thiab cov lag luam tau ua me me - scale downward adjustment rau lawv cov lus hais.

Xav Tau Sab: Tub rog txiav txim tseem yog lub ntsiab tsav tsheb. Txawm li cas los xij, kev thov pej xeem (hauv aviation, tsheb, thiab kev kho mob) tau pom qhov poob qis ntawm cov khoom lag luam vim lub caij nyoog tawm - lub caij thiab kev lag luam qeeb ntawm macro - kev lag luam.

Nqe Trend: Cov lus hais rau Qib 1 sponge titanium ranges ntawm 45,000 mus rau 47,000 yuan / tuj, thiab hais tias rau Qib 0 sponge titanium yog nyob nruab nrab ntawm 46,000 thiab 48,000 yuan / tuj, uas qhia qhov tsis muaj zog tag nrho. Txawm hais tias tus nqi ntawm titanium ore tseem ruaj khov, muaj kev cia siab ntawm kev poob qis.

II. Cov ntaub ntawv thiab kev hloov pauv ntawm Segmented khoom

Khoom	Lub Limtiam Quotation Range (CNY / t)	Lub hli - ntawm - Lub Hlis Hloov	Lub ntsiab tsav tsheb
Hauv tsev Titanium Ore	Kwv yees li 12,000 - 13,000 (nrog rau se)	Pav ca	Cov nqi siab; imported titanium ore tseem ruaj khov vim yog tus nqi
Qib 1 Daim txhuam cev Titanium	45,000 - 47,000	-0.3% ~ -0.5%	Muaj peev xwm ntau lawm, nce cov khoom muag, thiab tsis muaj zog pej xeem cov khoom xav tau
Qib 0 Daim txhuam cev Titanium	46,000 - 48,000	-0.2% ~ -0.4%	Ib yam li saum toj no
Ntshiab Titanium Ingot	Kwv yees li 54,000 - 56,000	Tsawg me ntsis los ntawm 0.5%	Txhawb los ntawm kev thov tub rog; pej xeem thov tsis kam
TC 4 Titanium Ingot	Kwv yees li 58,000 - 60,000	Pav ca	Tsawg zog ntau lawm; Cov khoom lag luam siab tseem muaj
Titanium phaj thiab sawb	Kwv yees li 72,000 - 75,000	-0.4%	Lub caij poob qis hauv kev thov los ntawm aviation thiab shipbuilding sectors
Ntshiab Titanium Bar thiab Hlau (1)	Kwv yees li 95,000 - 120,000	-0.3%	Txo kev thov
Ntshiab Titanium Bar thiab Hlau (2)	Kwv yees li 120,000 - 140,000	Pav ca	Kev thov qeeb; kev txiav txim ruaj khov
Titanium Tube (Source: Titanium Tsev)	Kwv yees li 115,000 - 123,000	+0.2%	Kev xav tau ruaj khov; nce kev thov los ntawm petrochemical sector

1. Daim txhuam cev Titanium

Kev muab khoom: Lub teb chaws cov khoom tsim tawm txhua lub lim tiam ntawm sponge titanium yog kwv yees li 5,700 tons (kwv yees raws li tag nrho cov zis ntawm 22,900 tons hauv lub Cuaj Hli), tseem tshuav tib yam li lub hli dhau los.

Kev thov: Tub rog txiav txim tseem yog qhov kev loj hlob nkaus xwb. Qhov kev thov qeeb ntawm cov khoom siv pej xeem ua rau muaj kev nce hauv cov khoom muag.

Nqe: Nws hloov pauv hauv thaj tsam ntawm 45, 000 - 48,000 CNY / t, uas qhia txog qhov tsis muaj zog tag nrho, thiab qee lub tuam txhab tau ua me me - cov nqi sib cog lus.

2. Titanium Ore

Nqi: Tus nqi siab ntawm raw cov ntaub ntawv khaws cov nqi ruaj khov. Tus nqi titanium ore hauv tsev nyob ntawm 12,000 thiab 13,000 CNY / t. Kev cuam tshuam los ntawm tus nqi pauv thiab cov nqi thauj khoom, tus nqi ntawm cov khoom siv titanium tuaj yeem tsis pom qhov poob qis hauv lub sijhawm luv. Cov kws tshuaj ntsuam xyuas kev lag luam tau qhia tias "tus nqi yuav zoo li tsis muaj zog nyob rau lub sijhawm tom qab".

3. Titanium Alloy Ingots & Ingot Blanks

Kev txhawb nqa los ntawm Tub Rog Sector: Tub rog txiav txim suav txog li 30%. Tsav los ntawm lub caij nyoog nce hauv kev tiv thaiv hauv tebchaws, qhov kev thov tseem nyob ruaj khov.

Kev cuam tshuam rau cov khoom siv pej xeem: Qhov kev thov rau cov ntawv thov hnyav hauv aviation thiab tsheb tau txo qis vim qhov qeeb ntawm macro - kev lag luam, ua rau me me - kev kho tus nqi. Txawm li cas los xij, qhov kev thov los ntawm kev lag luam petrochemical tseem nyob ruaj khov nrog kev nce me ntsis, dhau los ua "ballast pob zeb" rau qhov kev thov hauv kev lag luam titanium.

4. Titanium Phaj thiab Sawb, Bars thiab Hlau, Tubes

Differentiated Demand: Qhov kev thov rau daim phiaj dav hlau poob qis raws caij nyoog, thiab qhov kev thov rau daim phiaj nkoj tsis tshua cuam tshuam los ntawm kev rov qab los ntawm kev xa khoom. Tseem muaj kev thov rau titanium tuav thiab cov xov hlau nyob rau hauv lub teeb yuag tej yaam num ntawm lub zog tshiab tsheb, tab sis tag nrho cov kev txiav txim ntim tsawg.

Nqe: Tag nrho cov nqi tau nyob rau hauv thaj tsam ntawm 65, 000 - 75,000 CNY / t, nrog rau lub hlis me ntsis - ntawm - hli txo ntawm 0.2 - 0.4%.

5. Titanium hmoov

Daim ntawv thov: 3D luam ntawv thiab hmoov metallurgy tseem yog cov ntsiab lus tseem ceeb ntawm kev loj hlob, tab sis tsis muaj kev txiav txim siab ntau ntxiv rau lub hlis no.

Nqe: Vim muaj cov khoom txaus txaus, tus nqi txo los ntawm 0.6%.

III. Cov ntsiab lus tseem ceeb ntawm Titanium Xov Xwm Lub Limtiam no (Lub Kaum Hli 1st - 31st)

Hnub tim	Kev tshwm sim	Kev soj ntsuam cuam tshuam
Kaum Hli 3	Cov lus ceeb toom ceeb toom los ntawm cov chaw lag luam hauv tsev titanium: Ntau tus loj - scale sponge titanium cov tuam txhab tau tshaj tawm tias cov khoom muag khoom muag tau nce mus rau 35 hnub.	Kev xa khoom siab tau nce ntxiv, thiab luv luv - nqe nqe nqes peev nce.
9 lis	Kev Tshaj Tawm Txog Tub Rog: Lub Tsev Haujlwm Saib Xyuas Kev Tiv Thaiv Hauv Tebchaws tau tshaj tawm cov phiaj xwm tshiab ntawm titanium alloy cov ntaub ntawv yuav khoom, nrog kwv yees kwv yees li 12,000 tons ntawm 2025 txog 2026.	Nws yuav txhawb nqa titanium alloy ingots thiab ingot blanks thiab nce qhov feem ntawm cov tub rog xav tau.
Kaum Hli 15th	Titanium ore tus nqi tseem nyob ruaj khov: Tus nqi hauv tsev titanium ore nyob hauv thaj tsam ntawm 12, 000 - 13,000 yuan / tuj yam tsis muaj qhov hloov pauv loj.	Nws tswj kev ruaj ntseg ntawm cov nqi ntws thiab tau txais txiaj ntsig zoo rau cov nyiaj tau los ntawm cov lag luam hauv qab.
Kaum Hli 20	Lub koom haum kev lag luam tau tshaj tawm "Titanium Industry Supply and Demand Report", taw qhia tias "kev muab khoom yog nyob rau theem siab, kev thov tsis muaj zog, thiab kev lag luam tau nkag mus rau lub sijhawm ntawm kev hloov kho".	Kev lag luam kev xav tau hloov ceev ceev, thiab cov lag luam tuaj yeem txo tus nqi ntxiv.
Kaum Hli 24	Kev lag luam ntau ntawm titanium daim hlau thiab strips nyob rau sab hnub tuaj Suav teb: Ib pawg ntawm aviation phaj xaj tau pauv ntawm 72,000 yuan / tuj, uas yog qis dua 75,000 yuan / tuj ntawm lub hli dhau los.	Cov nqi poob me ntsis, qhia tias qhov kev thov tseem tab tom poob qis.
Kaum Hli 28	Tus nqi ntawm imported titanium ore nce: cuam tshuam los ntawm kev hloov pauv ntawm US duas pauv tus nqi, tus nqi ntawm cov khoom siv titanium tuaj yeem nce 0.8%.	Nws tuaj yeem ua rau nce siab ntawm cov nqi titanium ore hauv lub sijhawm tom qab.
Kaum Hli 31	Lub rooj sib tham txog kev lag luam kev lag luam: Ntau lub tuam txhab tau hais tias lawv yuav ntxiv dag zog rau kev zom cov khoom lag luam, thiab qee lub tuam txhab tau npaj txo nqi ua ntej rau lub Kaum Ib Hlis.	Nws cia siab tias tus nqi yuav txuas ntxiv ua haujlwm tsis muaj zog nyob rau lub Kaum Ib Hlis.

IV. Kev ua lag luam kwv yees rau lub lim tiam tom ntej (Lub Kaum Ib Hlis 1st - 7th)

◇ Nqe Trend

Daim txhuam cev Titanium: Nws xav tias yuav tsis muaj zog, thiab cov lus hais tuaj yeem poob mus rau 44, 000 - 46,000 yuan / ton. Cov khoom lag luam tseem muaj nyob, thiab cov tuam txhab lag luam tuaj yeem ua tus nqi ntxiv kom tsis txhob muaj khoom ntau dhau.

Titanium Ore: Kev cuam tshuam los ntawm kev nce nqi ntawm cov nqi xa tuaj hauv lub sijhawm luv luv, tus nqi yuav nce me ntsis los ntawm 0.5% - 1%, tab sis nws yuav nyob ruaj khov.

Titanium Alloy Ingots / Ingot Blanks: Kev thov tub rog tseem yog qhov kev txhawb nqa. Yog tias kev txiav txim tub rog tau ua raws li kev npaj, tus nqi yuav nyob hauv thaj tsam ntawm 68, 000 - 70,000 yuan / ton. Yog tias qhov kev thov pej xeem txuas ntxiv qeeb, qhov txo qis ntawm 0.3% - 0.5% yuav tshwm sim.

◇ Xav Tau Sab

Tub rog Sector: Tsav los ntawm cov phiaj xwm kev tiv thaiv hauv tebchaws, qhov kev thov yuav nyob ruaj khov lossis txawm nce me ntsis.

Civilian Sector: Cov phiaj xwm sib sib zog nqus hauv aviation thiab tsheb tau nkag mus rau - lub caij, thiab qhov kev thov tseem yuav pom qhov kev poob qis.

Cov ntawv thov tshiab: Qhov kev thov rau 3D luam ntawv thiab hmoov metallurgy yog qhov nyuaj los muab kev txhawb nqa tseem ceeb hauv lub sijhawm luv.

Kev lag luam kev xav

Baoji Titanium Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm tau ceeb toom txog kev hloov kho cov qauv. Cov lag luam feem ntau siv cov tswv yim ntawm "txo nqi rau kev nce qib + kev zom cov khoom muag", thiab kev lag luam kev xav tau ceev faj. Nws cia siab tias ntau lub tuam txhab yuav tshaj tawm cov lus tshaj tawm txo nqi thaum pib lub Kaum Ib Hlis, thiab tag nrho cov nqi yuav ua haujlwm tsis muaj zog.

V. Cov lus xaus

Kev tsis sib haum xeeb ntawm kev muab khoom thiab kev xav tau tseem yog qhov laj thawj tseem ceeb: Lub peev xwm ntau lawm thiab cov khoom lag luam siab ntawm daim txhuam cev titanium, nrog rau cov neeg tsis muaj zog xav tau, tau coj mus rau qhov tsis muaj zog ntawm cov nqi.

Tub rog Sector tsuas yog qhov kaj xwb: Cov tub rog kev npaj yuav muab kev txhawb nqa ruaj khov rau titanium alloy ingots thiab ingot blanks, uas tuaj yeem cuam tshuam ib feem ntawm kev poob qis hauv lub sijhawm luv.

Cov nqi yuav tsis muaj zog nyob rau lub sijhawm luv: Raws li kev sib koom ua ke ntawm cov khoom lag luam siab, kev xav tau sib txawv, thiab cov nqi txo qis los ntawm qee lub lag luam, tus nqi tag nrho pom tias tsis muaj zog nyob rau lub Kaum Hlis thiab xav tias yuav poob mus ntxiv rau lub Kaum Ib Hlis.

Nruab nrab - thiab Ntev - Lub Sij Hawm Hloov Kho Cov Qauv: Kev lag luam yuav tsum tau daws qhov teeb meem ntawm overcapacity los ntawm kev ua kom cov khoom muaj nqis ntxiv thiab tshawb nrhiav cov ntawv thov tshiab (xws li siab - kawg alloys rau aerospace thiab hmoov metallurgy).

Tus nqi ntawm cov khoom siv hauv tsev titanium lub lim tiam no yog raws li hauv qab no:

 

Qeb	Khoom npe	Specification	Nqe Ntau
Daim txhuam cev Titanium	Qib 0	Hauv tsev	46, 000 - 48,000 CNY/t
	Qib 1	Hauv tsev	45, 000 - 47,000 CNY/t
	Qib 2	Hauv tsev	44, 000 - 45,000 CNY/t
Titanium Ingot	Ntshiab Titanium Ingot	TA1	55, 000 - 57,000 CNY/t
		TA 2	53, 000 - 54,000 CNY/t
	Titanium Alloy Ingot	TC 4	58, 000 - 59,000 CNY/t
Cov khoom siv titanium	Titanium Slab	Ntshiab Titanium	57, 000 - 58,000 CNY/t
	Titanium Slab	EB Cast Slab	58, 000 - 59,000 CNY/t
	Titanium Kub Rolled Chev	Ntshiab Titanium Dub Coil	58, 000 - 61,000 CNY/t
	Titanium Cold Rolled Chev	Ntshiab Titanium	63, 000 - 65,000 CNY/t
	Kub Rolled Phaj	1.5mm Ntshiab Titanium	61, 000 - 62,000 CNY/t
	Kub Rolled Phaj	1.2mm Ntshiab Titanium	61, 000 - 62,000 CNY/t
	Txias Rolled Phaj	Ntshiab Titanium Standard Intermediate Size	65, 000 - 68,000 CNY/t
	Txias Rolled Phaj	TA10 (TiMoNi)	125, 000 - 135,000 CNY/t
	Txias Rolled Phaj	TC4 Standard Intermediate Size	180, 000 - 200,000 CNY/t
	Seamless Titanium Tube	Titanium Tube Blank	70 - 72 CNY/kg
	Seamless Titanium Tube	Φ20 ~ 30 hli	92 - 98 CNY/kg
	Titanium Welded Tube	Φ20 ~ 30 hli	90 - 95 CNY/kg
	Titanium Bar	Ntshiab Titanium Bright Bar (Φ20 ~ 40mm)	110 - 120 CNY/kg
	Titanium Bar	TC4 Bright Bar (Φ20 ~ 40mm)	150 - 180 CNY/kg
	Titanium hlau	Ntshiab Titanium Hlau (Φ2 ~ 5mm)	160 - 220 CNY/kg
	Titanium hlau	TC4 Hlau (Φ2 ~ 5mm)	180 - 240 CNY/kg

 

Nco tseg: Cov nqi saum toj no tau sau thiab muab tso ua ke los ntawm [Titanium Home], thiab tsis sawv cev rau cov nqi sib pauv zaum kawg ntawm cov lag luam. Lawv tsuas yog siv rau kev lag luam. [Titanium Tsev] yuav tsum tsis txhob ris lub luag haujlwm tseem ceeb rau txhua qhov kev tsis sib haum xeeb uas tshwm sim los ntawm no.