A matsayin ainihin albarkatun kasa wanda ba makawa ga masana'antu kamar su rufi, robobi, takarda, da roba, titanium dioxide ana kiransa "MSG na masana'antu." Yayin da ake tallafawa darajar kasuwa ta kusan RMB biliyan 100, wannan sashin sinadarai na gargajiya yana shiga cikin zurfin daidaitawa, yana fuskantar ƙalubale masu yawa kamar ƙarfin ƙarfi, matsin muhalli, da canjin fasaha. A lokaci guda, aikace-aikace masu tasowa da rarrabuwar kasuwannin duniya suna kawo sabbin dabarun jujjuyawar masana'antu.
01 Matsayin Kasuwa na Yanzu da Matsalolin Girma
A halin yanzu masana'antar titanium dioxide ta kasar Sin tana fuskantar gyare-gyare mai zurfi a cikin tsari. Bisa kididdigar da aka yi, an ce, yawan samar da kayayyaki a kasar Sin ya kai kusan tan miliyan 4.76 a shekarar 2024 (tare da fitar da tan miliyan 1.98 zuwa kasashen waje, sannan an sayar da tan miliyan 2.78 a cikin gida). Abubuwan da aka haɗa guda biyu sun fi shafar masana'antar:
Bukatar Cikin Gida Karkashin Matsi: Rushewar gidaje ya haifar da raguwa mai yawa na buƙatun kayan gine-gine, rage rabon aikace-aikacen gargajiya.
Matsin lamba a Kasuwannin Ketare: Kayayyakin titanium dioxide da kasar Sin ke fitarwa ya ragu, inda manyan wuraren da ake zuwa fitar da su zuwa kasashen Turai, da Indiya, da Brazil sun yi tasiri sosai kan matakan hana juji.
Alkaluma sun nuna cewa a shekarar 2023 kadai, an tilastawa masana'antun titanium dioxide kanana da matsakaita 23 rufe saboda rashin bin ka'idojin muhalli ko karya sarkar babban birnin kasar, wanda ya hada da fiye da tan 600,000 na karfin shekara.
02 Tsarin Riba Mai Girma
Sarkar masana'antar titanium dioxide ta samo asali ne daga albarkatun tama na titanium zuwa samar da tsaka-tsaki ta hanyar sulfuric acid da chloride, kuma a ƙarshe zuwa kasuwannin aikace-aikacen ƙasa.
Upstream: Farashin titanium tama da sulfur na cikin gida ya kasance mai girma.
Midstream: Saboda matsalolin muhalli da tsadar kayayyaki, matsakaicin babban jigon masu samar da tsarin sulfuric acid ya ƙi, tare da wasu SMEs da masu amfani da ƙasa suna fuskantar asara.
A ƙasa: Tsarin yana fuskantar canji na asali. Aikace-aikace na al'ada suna da iyaka, yayin da sabbin al'amuran suna "ƙara" amma sun koma baya wajen daidaita saurin haɓaka iya aiki. Misalai sun haɗa da rufin gidaje na na'urar likitanci da kayan haɗin abinci, waɗanda ke buƙatar mafi girman tsafta da daidaiton barbashi, don haka ke haifar da haɓaka a cikin samfuran ƙwararrun.
03 Rushewar Tsarin Gasar Gasar Duniya
Mallakar kattai na kasa da kasa yana sassautawa. Hannun jarin kasuwannin kamfanonin kasashen waje na raguwa, yayin da masana'antun kasar Sin ke samun bunkasuwa a kasuwannin kudu maso gabashin Asiya ta hanyar hada-hadar sarkar masana'antu. Misali, karfin sarrafa sinadarin chloride na kungiyar LB ya zarce ton 600,000, kuma masana'antun titanium dioxide na kasar Sin suna ci gaba da kara yawan kasonsu na kasuwa, wanda kai tsaye ya yi daidai da manyan 'yan wasan duniya.
Tare da haɓaka masana'antu na haɓakawa, ana sa ran rabon taro na CR10 zai wuce 75% a cikin 2025. Duk da haka, sabbin masu shiga har yanzu suna fitowa. Kamfanonin sinadarai na phosphorus da yawa suna shiga filin titanium dioxide ta hanyar amfani da albarkatun acid na sharar gida, tsarin tattalin arzikin madauwari wanda ke rage farashin samarwa kuma yana sake fasalin dokokin gasar gargajiya.
04 Dabarun Ci gaba na 2025
Ƙaddamar da fasaha da haɓaka samfuri sune mabuɗin don warwarewa. Nano-grade titanium dioxide yana siyar da farashin daidaitattun samfuran sau biyar, kuma samfuran likitanci suna alfahari da babban riba sama da 60%. Don haka, ana tsammanin kasuwar titanium dioxide na musamman za ta wuce RMB biliyan 12 a cikin 2025, tare da haɓakar haɓakar haɓakar shekara-shekara na 28%.
Aiwatar da duniya yana buɗe sabbin damammaki. Duk da matsi na hana zubar da jini, yanayin "ci gaba da duniya" ya kasance ba ya canzawa - duk wanda ya kama kasuwar duniya ya mallaki gaba. A halin da ake ciki, kasuwanni masu tasowa kamar Indiya da Vietnam suna fuskantar karuwar buƙatun buƙatun shekara-shekara na 12%, suna ba da kyakkyawar taga don iya fitar da China zuwa ketare. Fuskantar sikelin kasuwan da aka yi hasashe na RMB biliyan 65, tseren don haɓaka masana'antu ya shiga matakin tsere.
Domin samun ingantacciyar bunkasuwar masana'antar titanium dioxide, duk wanda ya samu ingantacciyar tsari, da ci gaban fasaha, da hadin kai a duniya, zai sami fa'ida ta farko a wannan tseren haɓaka na yuan tiriliyan.
Lokacin aikawa: Jul-04-2025
