Raws li cov khoom siv tseem ceeb uas tsis muaj peev xwm tseem ceeb rau kev lag luam xws li txheej, yas, ntawv, thiab roj hmab, titanium dioxide hu ua "MSG ntawm kev lag luam." Thaum txhawb nqa tus nqi lag luam ze li RMB 100 billion, qhov kev lag luam tshuaj niaj hnub no tau nkag mus rau lub sijhawm ntawm kev hloov kho sib sib zog nqus, ntsib ntau yam teeb meem xws li overcapacity, ib puag ncig siab, thiab kev hloov pauv thev naus laus zis. Nyob rau tib lub sijhawm, cov ntawv thov tawm tshiab thiab kev tawg ntawm kev lag luam thoob ntiaj teb yog coj cov tswv yim hloov pauv tshiab rau kev lag luam.
01 Kev Ua Lag Luam Tam Sim No thiab Kev Loj Hlob Tsis Txaus
Tuam Tshoj txoj kev lag luam titanium dioxide tam sim no tab tom hloov kho cov qauv sib sib zog nqus. Raws li kev tshawb fawb cov ntaub ntawv, cov khoom ntim hauv Suav teb tau txog li 4.76 lab tons hauv xyoo 2024 (nrog rau thaj tsam 1.98 lab tons xa tawm thiab 2.78 lab tons muag hauv tebchaws). Kev lag luam feem ntau cuam tshuam los ntawm ob yam sib xyaw ua ke:
Kev thov hauv tsev nyob rau hauv siab: Cov vaj tse poob qis tau ua rau muaj kev poob qis hauv kev thov rau cov txheej txheem vaj tsev, txo cov kev sib koom ntawm cov ntawv thov ib txwm muaj.
Kev ntxhov siab hauv Kev Lag Luam Txawv Tebchaws: Tuam Tshoj titanium dioxide xa tawm tau poob qis, nrog rau cov chaw xa tawm loj xws li Europe, Is Nrias teb, thiab Brazil cuam tshuam los ntawm kev tiv thaiv kev pov tseg.
Kev txheeb cais qhia tau hais tias nyob rau xyoo 2023 ib leeg, 23 lub tuam txhab me thiab nruab nrab ntawm titanium dioxide raug yuam kom kaw vim tsis ua raws li cov qauv ib puag ncig lossis cov peev txheej tawg, suav nrog ntau dua 600,000 tons ntawm txhua xyoo muaj peev xwm.
02 Cov qauv nyiaj tau zoo heev Polarized
Kev lag luam titanium dioxide saws txij li cov khoom siv titanium ore mus rau nruab nrab cov khoom siv los ntawm cov txheej txheem sulfuric acid thiab chloride, thiab thaum kawg mus rau cov kev lag luam hauv qab.
Nce toj: Tus nqi rau cov khoom siv hauv tsev titanium thiab sulfur tseem siab.
Nruab nrab: Vim yog ib puag ncig thiab cov nqi siab, qhov nruab nrab tag nrho cov paj ntawm sulfuric acid txheej txheem cov neeg tsim khoom tau poob qis, nrog rau qee cov SMEs thiab cov neeg siv qis qis ntsib kev poob.
Hauv qab: Cov qauv no tab tom hloov pauv qhov tseem ceeb. Cov ntawv thov ib txwm muaj tsawg, thaum cov xwm txheej tshiab "dhau mus" tab sis poob qis hauv kev sib piv ntawm kev nthuav dav. Piv txwv suav nrog cov txheej txheej rau cov cuab yeej siv kho mob vaj tsev thiab cov khoom noj khoom haus sib cuag, uas xav tau ntau dua purity thiab particle uniformity, yog li tsav kev loj hlob ntawm cov khoom tshwj xeeb.
03 Fragmentation ntawm lub ntiaj teb no Competitive Landscape
Lub dominance ntawm thoob ntiaj teb giants yog loosening. Cov tuam txhab txawv teb chaws txoj kev lag luam tau poob qis, thaum Suav tuam txhab lag luam tau nce hauv av hauv cov lag luam Esxias sab hnub tuaj los ntawm kev sib koom ua lag luam zoo. Piv txwv li, LB Group tus chloride-txheej txheem peev xwm tau tshaj 600,000 tons, thiab Suav titanium dioxide factories txuas ntxiv nce lawv cov kev lag luam, ncaj qha benchmarking tawm tsam sab saum toj ntiaj teb players.
Nrog kev lag luam consolidation accelerating, CR10 concentration piv yuav tsum tau tshaj 75% nyob rau hauv 2025. Txawm li cas los xij, cov neeg tuaj tshiab tseem tab tom tshwm sim. Ntau lub tuam txhab tshuaj phosphorus tau nkag mus rau thaj chaw titanium dioxide los ntawm kev siv cov kua qaub pov tseg, cov qauv kev lag luam ncig uas txo cov nqi tsim khoom thiab tab tom hloov kho cov cai sib tw ib txwm muaj.
04 Lub Tswv Yim Zoo Tshaj Plaws rau 2025
Kev siv thev naus laus zis thiab kev hloov kho cov khoom lag luam yog qhov tseem ceeb rau kev tawg. Nano-qib titanium dioxide muag rau tsib npaug ntawm tus nqi ntawm cov khoom lag luam, thiab cov khoom lag luam qib kho mob khav theeb tag nrho cov nqi siab tshaj 60%. Yog li ntawd, kev lag luam tshwj xeeb titanium dioxide yuav tsum tshaj RMB 12 billion hauv 2025, nrog rau kev loj hlob txhua xyoo ntawm 28%.
Kev xa tawm thoob ntiaj teb qhib cov hauv kev tshiab. Txawm hais tias muaj kev cuam tshuam los tiv thaiv kev lag luam, qhov sib txawv ntawm "mus thoob ntiaj teb" tseem tsis hloov pauv - leej twg txeeb lub lag luam thoob ntiaj teb seizes yav tom ntej. Lub caij no, cov lag luam tawm tshiab xws li Is Nrias teb thiab Nyab Laj tau ntsib cov txheej txheem txhua xyoo ntawm kev thov kev loj hlob ntawm 12%, muab lub tswv yim zoo rau Tuam Tshoj lub peev xwm xa tawm. Tig lub phiaj xwm kev lag luam ntawm RMB 65 billion, kev sib tw mus rau kev txhim kho kev lag luam tau nkag mus rau nws qhov kev sib tw.
Rau txoj kev loj hlob zoo ntawm kev lag luam titanium dioxide, leej twg ua tiav cov qauv kev ua kom zoo dua qub, kev txhim kho thev naus laus zis, thiab kev sib koom ua ke thoob ntiaj teb yuav tau txais txiaj ntsig thawj zaug hauv qhov kev sib tw trillion-yuan upgrade.
Lub sij hawm xa tuaj: Plaub Hlis-04-2025
