Titanium dioxide market supply tightening demand peak season do not return to "before liberation"

The titanium dioxide market has entered a new round of rising cycles. On April 6th, Long Hao announced a price increase of 500 yuan/ton in the domestic market and a price increase of 150 US dollars/ton in the international market a few days after the “single order”, far exceeding the price increase rate of the previous three times. Since January this year, the market price of titanium dioxide has continuously increased. China titanium dioxide network analysis, the first year of the thirteenth five-year plan, titanium dioxide has been suppressed for a long time, the price of a long time after the cost of the line, with a number of policies favorable, the National Titanium Dioxide Annual Conference "13th Five-Year Plan" declared The mediation and industry confidence increased. While the international giants increased their prices, the domestic price increase in this round was more likely to result from the previous period's destocking effect, and the supply and demand relationship had a certain degree of mitigation. This led to a further upside factor in the price of titanium dioxide.

In addition, from March to May and from August to October each year is the peak season for the market. Downstream coatings, paper, plastics and other industries are in the recovery phase of major commodities, which is expected to promote the reversal of the demand for titanium dioxide. Titanium dioxide price has a demand base that surpasses the previous round's high point, and the fourth wave of rising dragons responded and laid the trend of a reasonable market price trend.

Constrained by factors such as environmental protection and industry consolidation will also provide some support for prices. In the Thirteenth Five-Year Plan of Titanium Dioxide Industry, there are strong measures such as “three trips, one drop and one supplement” and industry self-discipline inspections. In the future, under the backdrop of vigorous reforms in the supply side, with the further promotion of environmental protection policies, and large companies in the industry With the advancement of the active merger and acquisition integration process, the small capacity behind the titanium dioxide industry will gradually clear out. In addition, based on the rebound of the real estate market from first-tier cities to second-tier and third-tier cities, the lower titanium dioxide downstream industry stocks, there is a strong demand for inventory compensation, and the continuous increase in export demand, titanium dioxide has a strong continuous price increase expected The increase in the price of titanium dioxide has a certain degree of continuity. The continuous rise in prices in the first half of 2016 is already a foregone conclusion, and the overall price increase channel tends to be reasonable.

However, changes in the market will inevitably be affected by a number of factors, including the uncertainty of domestic and foreign markets, the delay in the implementation of policies, the changes in currency devaluation, industry mergers and reorganizations, efforts to implement environmental protection, and breakthroughs in chlorination technology. May affect market changes.

At present, the "upsound" all the end-user demand performance is not very "enthusiasm", in the "upsound" in the domestic part of the pre-parking devices gradually opened, the overall supply gradually increased.