The titanium dioxide market may enter a seller's market

“近期，公司钛白粉两次提价后，一季度订单快速增长，产、销量均处于高位。” 钛白粉龙头龙佰集团公司人士向财联社记者表示，目前钛白粉的市场行情较为旺盛。

"Recently, after the company raised the price of titanium dioxide twice, orders increased rapidly in the first quarter, and both production and sales were at a high level." A person from Longbai Group, the leader of titanium dioxide, told the Associated Press that the current market for titanium dioxide is relatively strong.

除龙佰集团外，中核钛白、惠云钛业、金浦钛业、安纳达等企业均在3月集中宣布钛白粉价格上涨。这已是今年国内钛白粉企业二度掀起涨价潮，累计涨价达2000元/吨，涨幅超过10%。

In addition to Longbai Group, companies such as CNNC Titanium Dioxide, Huiyun Titanium Industry, Jinpu Titanium Industry, and Anada all announced a price increase in titanium dioxide in March. This has been the second time this year that domestic titanium dioxide companies have raised prices, with a cumulative increase of 2000 yuan/ton, or more than 10%.

财联社记者从钛白粉企业人士处了解到，在低迷大半年后，今年钛白粉走出价格低谷，一是因为成本端传导，硫酸、钛精矿均有所涨价；二是需求端拉动，主要因房地产复苏超预期，令钛白粉厂商订单激增。而市场也在加速洗牌过程中，行业龙头纷纷扩建产能，规模优势愈发凸显；中小厂商仍然存在减产或亏损现象。

According to a reporter from Cailian News Agency, titanium dioxide enterprises have learned that after a downturn of more than half a year, this year, titanium dioxide has come out of the price trough. Firstly, due to cost side transmission, the prices of sulfuric acid and titanium concentrate have increased; The second is the demand side pull, mainly due to the better-than-expected real estate recovery, resulting in a surge in orders from titanium dioxide manufacturers. In the process of accelerating the market reshuffle, industry leaders have expanded production capacity, and the scale advantage has become increasingly prominent; Small and medium-sized manufacturers still have production reductions or losses.

据悉，钛白粉学名二氧化钛，主要应用于涂料、塑料、造纸、油墨等领域，涂料是它的第一大应用领域，占比约为58%。根据国家化工生产力促进中心钛白分中心统计，2022年我国生产的金红石型和锐钛型钛白粉及其他相关产品的总产量达到386.1万吨，创历史新高；但增幅仅为1.87%，系近5年新低。其中，龙佰集团的生产规模最大，其次为中核钛白。

It is reported that titanium dioxide, a scientific name for titanium dioxide, is mainly used in fields such as coatings, plastics, paper making, and ink. Coatings are its largest application field, accounting for approximately 58%. According to the statistics of the Titanium Dioxide Sub Center of the National Chemical Productivity Promotion Center, the total output of rutile and anatase titanium dioxide and other related products produced in China in 2022 reached 3.861 million tons, a record high; However, the increase was only 1.87%, a new low in the past five years. Among them, Longbai Group has the largest production scale, followed by CNNC Titanium Dioxide.

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