Titanium prices have risen sharply recently and are unstoppable

2023,08,06

It is reported that by the titanium sponge and other raw material costs, as well as the downstream aviation demand increase and other factors, titanium leading recently significantly raised product prices, and the range is as high as 10%. The industry said that this move may play a positive role in boosting the secondary market. Data, titanium sponge market demand is relatively strong in recent stages, the product slightly oversupply. Offer, 0 grade titanium sponge mainstream offer reached 70,000 yuan / ton, the cumulative increase of more than 4% in May. The industry said that the current titanium sponge market overall is good, basically no inventory pressure. At the same time, the recent environmental protection inspections in various regions of the country caused production costs to increase, analysts said that the price of titanium tetrachloride is expected to continue to rise. Another organization believes that the domestic Titanium Material in the low-end titanium material competition, high-end titanium material manufacturing capacity is seriously inadequate situation.

As we all know, the amount of titanium used in the global aerospace field is more than 50%, most of China's demand for titanium products from the chemical industry, accounting for 50%, high-end demand in the aerospace field only accounted for 15% or so, securities through the analysis that, with the mass production of the domestic aircraft C919, the upgrading of military aircraft, the demand for high-end titanium materials in the aerospace is expected to be released, in addition, China's consumption of high-end titanium material accounted for a significantly Lower than the global level, the future development of space is broad, high-quality titanium material subject is worth the market focus.

Related titanium concept stocks at a glance:

Western materials (002149): the company is a strong strength of rare metal composite materials and products and metal fiber and products production base, the main product titanium / steel composite plate has formed a large-scale production, with an annual output of 5,000 tons, ranking first in the country, the world's third, Stainless Steel fibers and their products to form an annual output of stainless steel fibers and ferrochromium-aluminum fibers, 120 tons of fibers, fiber mats 30,000 square meters, Multi-layer metal sintered mesh 3500 square meters of production capacity, metal fiber production capacity ranks second in the country, the world's third, and in the metal fiber felt, is the only able to scale production enterprises.

Baoti (600456): the company is China's largest titanium as the leading product of rare metal materials specialized production, research base, China's market share of more than 40%, of which high-grade titanium and military titanium market share of up to 80%. “Twelfth Five-Year” development strategy: by 2015, form 40,000 tons of ingot production capacity, 30,000 tons of titanium and titanium alloy processing materials and a certain amount of zirconium, nickel, steel and other metal products production capacity, of which zirconium, titanium products, sales revenue of 6 billion yuan, the international market share from the current 10% to 20%, to be among the world's titanium processing industry, the world's leading manufacturers of titanium materials. Ranked among the top three in the world titanium processing industry, currently ranked seventh.

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Mr. Richard

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