Muhafu yekutanga ya2025, iyo titanium dioxide indasitiri yakasangana nekunetseka kukuru. Kutengeserana kwenyika dzese, kurongeka kwehunyanzvi, uye mashandiro emari ari kugadzirisa mamiriro emusika. Semutengesi wetitanium dioxide akabatanidzwa zvakanyanya muindasitiri kwemakore, Xiamen CNNC Commerce inobatana newe mukuongorora, kuongorora, uye kutarisa kumberi.
Hotspot Ongororo
1. Kuwedzera kweInternational Trade Frictions
EU: Musi wa9 Ndira, European Commission yakapa mutongo wayo wekupedzisira wekupokana neChinese titanium dioxide, ichiisa mabasa nehuremu uku ichichengeta kusabvumirwa kune zvigadzirwa zvinoshandiswa mukudhinda ingi.
India: Musi waChivabvu 10, India yakazivisa basa rekurwisa kurasa marara reUSD 460–681 patani paChinese titanium dioxide kwenguva yemakore mashanu.
2. Global Capacity Realignment
India: Falcon Holdings yakazivisa kudyara kweINR 105 bhiriyoni kuvaka 30,000-ton-per-gore titanium dioxide chirimwa kuti isangane nezvinodiwa kubva kumachira, mapurasitiki, uye maindasitiri ane hukama.
Netherlands: Tronox yakafunga kuregedza chirimwa chayo che90,000-ton Botlek, inotarisirwa kudzikisa mutengo wepagore wekushandisa nepamusoro USD 30 miriyoni kutanga muna 2026.
3. Kukurumidza kweMapurojekiti Makuru Emumba
Kupwanya kwechirongwa cheDongjia che300,000-ton titanium dioxide muXinjiang chine chinangwa chekuvaka nzvimbo itsva yemigodhi yegirinhi kumaodzanyemba kweXinjiang.
4. Active Capital Movements muIndasitiri
Jinpu Titanium yakazivisa hurongwa hwekuwana zviwanikwa zverabha, zvichiratidza maitiro ekubatanidza cheni yekugovera uye kusimudzira kwakasiyana.
5. Anti-“Involution” Matanho (Yekuwedzera)
Zvichitevera kurudziro yehurumende yekudzivirira “involution-style” makwikwi akashata, makurukota akakodzera atora matanho nekukasika. Musi waChikunguru 24, National Development and Reform Commission (NDRC) uye State Administration for Market Regulation yakaburitsa gwaro rekubvunza veruzhinji rePrice Law Amendment. Chinyorwa ichi chinonatsiridza maitiro ekuona mitengo yehupambi kudzora kurongeka kwemusika uye kumisa makwikwi e "involution-style".
Zvaonekwa uye Maonero
Rising Export Dzvinyiriro, Yakawedzera Domestic Makwikwi
Nezvipingamupinyi zvakasimba zvekutengeserana mhiri kwemakungwa, chikamu chekutengesa kunze-kwakanangana nekugona kudzoka kumusika wepamba, zvichikonzera kuderera kwemitengo uye kukwikwidza kunotyisa.
Kukosha Kwekuvimbika Kunotenga Cheni Yakasimbiswa
Sezvo mhiri kwemakungwa zvibvumirano zvemasimba uye simba repamba rinokwira kumusoro, yakagadzikana uye yakavimbika yekugovera cheni ichave chinhu chakakosha pakuita sarudzo mutengi.
Flexible Pricing Strategies Inodiwa
Tichifunga nezvekusavimbika kwakadai semitero, mitengo yekuchinjana, uye mutengo wekutakura zvinhu, kuenderera mberi kwekugadzirisa kwemaitiro emitengo uye akasiyana echigadzirwa portfolio kuchave kwakakosha.
Industry Consolidation Worth Watching
Iko kumhanya kwemuchinjika-chikamu capital chiitiko uye maindasitiri M&A iri kukurumidza, ichivhura mimwe mikana yekukwira nekudzika kwekubatana.
Kudzoreredza Makwikwi kune Rationality uye Innovation
Kupindura nekukurumidza kwehurumende kumakwikwi e "involution-style" inosimbisa kutarisisa kwayo kwakasimba mukusimudzira musika une hutano. The Price Law Amendment (Draft for Public Consultation) yakabudiswa muna Chikunguru 24 inomiririra kuongorora kwakadzama kwemakwikwi asina kunaka aripo. Nekukwenenzvera tsananguro yemitengo yekubiridzira, hurumende iri kutaura zvakanangana nemakwikwi ane hutsinye uku ichipinza "mumiriri wekutonhora" mumusika. Iyi nhanho ine chinangwa chekumisa hondo dzemitengo yakawandisa, kumisikidza kukosha kwakajeka, kukurudzira kuvandudzwa kwechigadzirwa nemhando yebasa, uye kukurudzira musika wakarongeka uye wakarongeka. Kana ikashandiswa zvinobudirira, dhizaini ichabatsira kudzikisira kushanduka, kudzoreredza makwikwi ehungwaru, nekuisa hwaro hwekusimudzira hupfumi hwenyika.
Nguva yekutumira: Aug-19-2025
