From the 30th to April 1st, the annual annual meeting of the National Titanium White Powder Industry in 2022 was held in Chongqing. It is learned from the meeting that the production and production capacity of titanium pink powder and production capacity continued to grow in 2022, and the concentration of production capacity further increased. At the same time, the scale of existing manufacturers has further expanded and the increase in off -industry investment projects will lead to the shortage of titanium supply. In addition, with the rise of the new energy battery material industry, the construction or preparation of a large number of iron phosphate or iron phosphate projects will lead to surge in titanium pink production capacity and exacerbate the contradiction between supply and demand of titanium ore. At that time, the market prospects and the industry are worrying, and all parties should pay close attention and adjust them in a timely manner. According to the statistics of the Secretariat of the Titanium White Powder Industry Technology Innovation Strategic Alliance and the Chemical Industry Productivity Promotion Center, in 2022, in addition to the suspension of
Titanium Dioxide production and closure of the Chinese titanium pink industry, there are 43 full -process manufacturers with normal production conditions. Among them, there are 2 pure chloride techniques (CITIC Titanium Industry, Yibin Tianyuan Haifeng and Thailand), and also 3 (Longbai, Pan Gang Raba Titanium, Lu Bei Chemical) with sulfuric acid method and chloride process, and the rest. All 38 are sulfate.
In 2022, the comprehensive output of 43 full -process titanium -white powder companies was 3.914 million tons, an increase of 124,000 tons over the previous year, an increase of 3.27%. Among them
Pigment And Dye, the golden redstone type was 3.261 million tons, accounting for 83.32%; the Rui titanium type was 486,000 tons, accounting for 12.42%; the non -pigment -grade and other products were 167,000 tons, accounting for 4.26%.
In 2022, the effective total production capacity of titanium pink powder in the industry was 4.7 million tons/year, the total output was 3.914 million tons, and the capacity utilization rate was 83.28%.
Industrial concentration continues to increase
According to Bi Sheng, Secretary -General of the Titanium White Powder Industry Technology Innovation Strategic Alliance and Director of the Titanium White Branch Center of the Chemical Industry Industry Productivity Promotion Center, in 2022, one large enterprise with the actual output of titanium white powder reached 1 million tons; There are 11 large enterprises; 7 medium -sized enterprises with an output of 50,000 to 100,000 tons; the remaining 25 manufacturers are small and micro enterprises.
At that time, the comprehensive output of the top 11 manufacturers in the industry was 2.786 million tons, accounting for 71.18%of the total industry output of the year; the comprehensive output of 7 medium -sized enterprises was 550,000 tons, accounting for 14.05%; the remaining 25 small and micro enterprises The comprehensive output was 578,000 tons, accounting for 14.77%. Among the full -process production enterprises, the output increased by 17 compared with the previous year, accounting for 39.53%; 25 declined, accounting for 58.14%; 1 flat, accounting for 2.33%.
In 2022, the comprehensive output of 5 chloride chloride -chloride -chloride -chloride -chloride companies across the country was 497,000 tons, an increase of 120,000 tons over the previous year, an increase of 3.19%.
Melamine Powder In 2022, the output of chloride titanium pink powder accounted for 12.70%of the total output of titanium pink powder in the country that year; 15.24%of the output of gold and red stone titanium pink was significantly increased from the previous year.
In 2022, the domestic output of titanium pink powder was 3.914 million tons, the import volume was 123,000 tons, the export volume was 1.406 million tons, and the market apparent demand was 2.631 million tons. %about.
The manufacturer's scale is further expanded
Bi Sheng pointed out that among the existing titanium pink manufacturers being implemented by existing titanium pink manufacturers, at least 6 projects will be completed and put into operation from 2022 to 2023, with a new scale of more than 610,000 tons/year. By the end of 2023, the total production scale of the existing titanium pink enterprises will reach 5.3 million tons/year.
According to public information, there are at least 4 out -of -industry investment titanium -white powder projects that are currently under construction and before the end of 2023, and the
Sodium Hexametaphosphate design capacity is more than 660,000 tons/year. By the end of 2023, the total production capacity of China's titanium pink powder will reach at least 6 million tons/year.
The inverted industrial chain -new energy project
Bi Sheng pointed out that what currently makes the titanium pink industry is more noteworthy is that with the rise of the new energy battery material industry, a large number of iron phosphate or lithium iron phosphate projects in the industry and abroad are being built or planned. The source starts. The most convenient and economical channel for iron sources is iron sulfate, while iron sulfate is the most important by -product in the process of production of titanium sulfate titanium pink. In this way, the sulfate ferrite has changed from the heavy burden of sulfate titanium pink powder companies to "fragrant".
As a result, a large number of new energy projects in various places are in the horse or planning (including non -titanium white powder enterprises), thereby subverting the industry's past cognition, and the inverted industrial chain that is mainly produced by sulfate metal -sulfate and gnist titanium pink. This essentially avoids the policy bottleneck of sulfuric acid titanium pink. Five listed companies including China Nuclear Titanium White, Annada Titanium Industry, Longbai Group, Kinpu Titanium, and Huiyun Titanium industry, which are mainly engaged in, are all planning and constructing new iron phosphate new energy materials projects. There are many more listed companies and non -titanium pink companies in the titanium pink industry.
Most of the iron phosphate capacity in these projects is 100,000 to 200,000 tons/year, and the production capacity of the corresponding by -product titanium pink is 150,000 to 300,000 tons/year. It can be expected that after a few years, even if only some of these projects can be achieved, the total production capacity of China's titanium pink industry may exceed 10 million tons/year. By then, market prospects and industry appearances were really unimaginable.
Bi Sheng believes that, based on the above data, even if it does not contain the above -mentioned new energy materials involved in titanium pink powder capacity, by 2023, the total production capacity of China's titanium pink industry will reach about 6 million tons/year About 63%of 10,000/ton. If the normal operating rate of 83%to 85%is calculated, the total annual output of titanium pink powder will reach 5 to 5.1 million tons.
Most of the titanium ore raw materials depend on imports
According to reports, the total production capacity of five chloride companies in China in 2022 is 960,000 tons/year, and it will increase by 160,000 tons/year in 2023 to reach 1.1 million tons/year. In the context of the high -quality titanium raw material for preparation of boiling chloride in Panzhihua Titanium Essence, has not achieved industrialized large -scale production, these high -quality titanium raw materials required to produce more than 1.6 million tons of boiling chloride production capacity, except for small in domestic parts In addition to providing a small amount of products in the smelter, most of them can only rely on re -processing and refining high -quality titanium ore imported from abroad, or directly import high -quality titanium raw materials.
However, in recent years, multi -party information has shown that the excavation or production of titanium raw materials in the international market (ton TiO₂≥92%) not only has no major progress, but also shows a downward trend. In the future, the shortage of titanium raw materials required for boiling chloride titanium pink will be an indisputable fact. Therefore, the basic conditions of the new boiling chloride titanium pink project, in addition to high investment and high -end technologies and talents, the stable sources of high -quality titanium raw materials are also a key issue.
In 2022, the titanium ore raw materials consumed by the sulfuric acid method in my country's titanium pink powder industry are about 78 million to 8.2 million tons, and the titanium raw materials consumed by other titanium -related industries are about 1 million tons of titanium iron ore. In addition to titanium raw materials, the total consumption of titanium ore across the country exceeds 9 million tons. By 2023, the titanium raw material required by the titanium pink industry will reach 13 million tons/year, and other titanium -related industries will need about 1.2 million tons/year titanium ore. The total market demand is at least 14.2 million tons/year. If a part of dozens of new energy projects is completed and put into operation, the demand for titanium ore will definitely increase significantly.
Bi Sheng pointed out that at present, the main producing areas of domestic titanium ore are Sichuan Panxi area, Chengde area in Hebei, and Shandong, Xinjiang and other places with limited expansion. The number of imported mines has generally declined, and there are many uncertain factors in the Hong Kong shipping period. In 2022, the nationwide titanium imports decreased by 333,000 tons year -on -year, a decrease of 8.77%. In the future, the market supply and demand of titanium raw materials is a high probability.
So far, among the full -process titanium pink manufacturers, there are only 5 of their own titanium ingening raw material resources. The rest of the manufacturers can only purchase raw materials through different channels. Come to uncertainty.
Bi Sheng emphasized that not only the supply of high -end titanium raw materials used for boiling chloride titanium pink powder is a difficult problem. Titanium sulfate titanium pink also faces the bottleneck of titanium raw materials.
