1、 Price trend
According to the commodity data monitoring, the price of titanium concentrate will rise in 2021. The average price of domestic titanium concentrate was 1975 yuan / ton at the beginning of the year and 2220 yuan / ton at the end of the year. The price rose by 12.41% during the year.
2、 Market analysis
Product market
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From the market development in 2021, the trend of titanium concentrate in this year is like a roller coaster, with big ups and downs. From January to February, the price was relatively stable, from March to may, the price was in the stage of rapid rise, from June to July, from August to September, the price rose again, and from October to November, the price decreased again. Prices rebounded in December.
From January to February, the price of titanium concentrate was relatively stable, and the price of 10 titanium ore was 1950-1980 yuan / ton; The quotation of 47 and 20 mines is about 2100 yuan / ton, and the quotation excluding tax of 38 and 42 mines is 1330-1350 yuan / ton. The price of titanium concentrate is mainly adjusted and operated.
From March to may, the price of titanium concentrate increased gradually. At this time, the titanium concentrate supply side is tight as a whole, the titanium ore start-up in some areas is still low, there are many early orders from manufacturers, and the spot supply in the market is tight. The price of 46,10 titanium ore from small and medium-sized manufacturers is 2400-2450 yuan / ton; The quotation of 47 and 20 mines is about 2500 yuan / ton, and the quotation excluding tax of 38 and 42 mines is 1630-1670 yuan / ton. Most miners are more willing to rise. The spot of titanium concentrate continues to be tight, some miners are reluctant to sell, and the miners have no intention to ship at a low price. 10. Compared with the previous period, the market price of titanium ore increased by about 500 yuan / ton.
From June to July, titanium concentrate was in a rapid decline stage. The downstream titanium dioxide is under started, the price drops, the titanium ore market is dominated by weak operation, the prices of small and medium-sized miners are lower, and the prices of large factories are dominated by stability. At this time, the quotation excluding tax of 38 grade titanium ore is 1500-1550 yuan / ton, that of 46 grade 10 titanium ore is 2150-2250 yuan / ton, and that of 47 grade 20 ore is 2450-2550 yuan / ton. 10 titanium ore fell by about 200 yuan / ton.
From August to September, the price of titanium concentrate rose again. Titanium ore in Yunnan is affected by environmental protection, and the spot supply is tight. At this time, the tax free quotation of 38 grade titanium ore is about 1650-1700 yuan / ton, that of 46 grade 10 titanium ore is about 2450 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton. 10 titanium ore rose by about 200 yuan / ton.
From October to November, the price of titanium concentrate entered the stage of gradual decline. The titanium concentrate market is relatively cold, the downstream titanium dioxide market is light, enterprises mainly purchase on demand, and the wait-and-see mood is obvious. At this time, the tax free quotation of 38 grade titanium ore is about 1430-1500 yuan / ton, that of 46 grade 10 titanium ore is about 2150-2280 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton. 10 titanium ore fell by about 300 yuan / ton.
In mid December, the titanium concentrate market gradually warmed up, the market trading of downstream titanium dioxide enterprises improved, the transaction in titanium ore market was ok, and the market price gradually increased. Up to now, the tax free quotation of 38 grade titanium ore is about 1450-1500 yuan / ton, that of 46 grade 10 titanium ore is about 2160-2220 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton. The increase is about 50 yuan / ton.
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Import data
According to the statistics of the customs, from January to November 2021, the imported titanium ore was about 3557100 tons (including titanium wool and titanium middling), an increase of 8435000 tons (including titanium wool and titanium middling), an increase of 31.08%, compared with 2713600 tons (including titanium wool and titanium middling) from January to November 2020. The annual import volume is expected to be 3.8 million tons.
Yield analysis
According to public data, China’s titanium ore output was 6.04 million tons in 2021, an increase of 11% year-on-year, of which Panzhihua increased by 7%, accounting for 78% of the total domestic output. Due to the good market demand, the demand for Chengde mine continues to increase, with an increase of 58% over last year. Xinjiang titanium mine increased by 122% compared with last year. Due to different market conditions, titanium mines in other regions increased and decreased by different ranges.
3、 Future forecast
The titanium concentrate analyst of the chemical branch of business society believes that panmu came to see that the supply of titanium concentrate Market in the western region is tight, the transaction of titanium ore market is OK, the market trading of downstream titanium dioxide enterprises is improved, and the market support is strong. It is expected that the titanium ore market has good confidence in the short term, and the overall market turnover has increased steadily, but the increase is limited.
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