Sechinhu chepakati chemidziyo yakakosha kumaindasitiri akadai semachira, mapurasitiki, bepa, uye rabha, titanium dioxide inozivikanwa se "MSG yeindasitiri." Ndichiri kutsigira kukosha kwemusika kuri pedyo neRMB 100 bhiriyoni, iyi yechinyakare chikamu chemakemikari iri kupinda munguva yekuchinja kwakadzama, ichitarisana nematambudziko akawanda sekuwandisa, kudzvanywa kwezvakatipoteredza, uye shanduko yetekinoroji. Panguva imwecheteyo, zvikumbiro zviri kubuda uye kupatsanuka kwemisika yepasirese kuri kuunza hunyowani hwekuchinja nzira dzeindasitiri.
01 Yazvino Mamiriro Emusika uye Zvipingamupinyi Zvekukura
Indasitiri yetitanium dioxide yeChina parizvino iri kugadziridzwa zvakadzika. Zvinoenderana nedata rekutsvagisa, huwandu hwekugadzira muChina hwakasvika matani 4.76 miriyoni muna 2024 (nematani anosvika mamirioni 1.98 akatengeswa kunze kwenyika uye 2.78 miriyoni matani akatengeswa mukati). Iyo indasitiri inonyanya kukanganiswa nezvinhu zviviri zvakasanganiswa:
Kudiwa Kwemumba Nekumanikidzwa: Kudzikira kwezvivakwa kwakakonzera kuderera kwakanyanya kwekudiwa kwezvipfeko zvekuvaka, kuderedza chikamu chemaitiro echinyakare.
Dzvinyiriro mumisika yeOverseas: China yetitanium dioxide inotengeswa kunze kwenyika yadzikira, nenzvimbo huru dzekuenda kunze kwenyika dzakadai seEurope, India, neBrazil dzakakanganiswa zvakanyanya nematanho ekurwisa kurasa.
Nhamba dzinoratidza kuti muna 2023 chete, vagadziri 23 vadiki uye vepakati titanium dioxide vakamanikidzwa kuvharwa nekuda kwekusatevedzera zviyero zvezvakatipoteredza kana kuputswa kweketani huru, inosanganisira anopfuura mazana matanhatu ezviuru ematani epagore.
02 Yakanyanya Polarized Profit Structure
Iyo titanium dioxide indasitiri cheni inotangira kubva kumusoro kwetitanium ore zviwanikwa kusvika pakati penzira yekugadzirwa kuburikidza nesulfuric acid uye chloride maitiro, uye pakupedzisira kusvika pasi pemisika yekushandisa.
Upstream: Mitengo yemumba titanium ore nesarufa inoramba yakakwira.
Midstream: Nekuda kwekumanikidzwa kwezvakatipoteredza uye mutengo, avhareji yakasarudzika yevagadziri ve sulfuric acid process yadzikira, nemamwe maSME uye vashandisi vepasi vakatarisana nekurasikirwa.
Kuzasi: Chimiro chiri kuita shanduko yakakosha. Zvishandiso zvechinyakare zvine mashoma, nepo mamiriro matsva ari "kutora" asi achisara kumashure mukufananidza kumhanya kwekuwedzera kwesimba. Mienzaniso inosanganisira mabhanhire edzimba dzemidziyo yekurapa uye zvinhu zvinosangana nechikafu, izvo zvinoda kuchena kwepamusoro uye kufanana kwezvikamu, nekudaro zvichifambisa kukura muzvigadzirwa zvehunyanzvi.
03 Kupatsanurwa kweGlobal Competitive Landscape
Hutongi hwehofori dzepasi rose huri kuderera. Migove yemisika yemakambani ekunze iri kudzikira, ukuwo vagadziri veChinese vari kuwana nzvimbo mumisika yeSoutheast Asia kuburikidza nekubatanidzwa kwemaindasitiri cheni. Semuyenzaniso, LB Group's chloride-process capacity yadarika 600,000 matani, uye maChinese titanium dioxide mafekitori anoramba achiwedzera mugove wavo wemusika, zvakanangana nepamusoro pevatambi vepasirese.
Nekusimbaradzwa kwemaindasitiri kuri kukurumidza, chiyero cheCR10 chinotarisirwa kudarika 75% muna 2025. Zvisinei, vatsva vachiri kubuda. Makambani akati wandei emakemikari ephosphorous ari kupinda mundima yetitanium dioxide nekushandisa tsvina yeasidhi zviwanikwa, denderedzwa rehupfumi modhi inoderedza mutengo wekugadzira uye iri kugadziridza mitemo yemakwikwi echinyakare.
04 The Breakthrough Strategy ye2025
Tekinoroji iteration uye kukwidziridzwa kwechigadzirwa kwakakosha pakupaza. Nano-giredhi titanium dioxide inotengesa zvakapetwa kashanu mutengo wezvigadzirwa zvakajairika, uye zvigadzirwa zvegiredhi rekurapa zvinozvirumbidza gross pamusoro pe60%. Saka nekudaro, iyo yakakosha titanium dioxide musika inotarisirwa kudarika RMB 12 bhiriyoni muna 2025, ine musanganiswa wepagore kukura kwe28%.
Global deployment inovhura mikana mitsva. Pasinei nekumanikidzika kwekurwisa-dumping, maitiro e "kuenda pasi rose" anoramba asina kuchinja - ani nani anobata misika yepasi rose anobata ramangwana. Zvichakadaro, misika iri kusimukira yakaita seIndia neVietnam iri kusangana nekukura kwekuwedzera kwe12%, ichipa hwindo rehunyanzvi rekutengesa kweChina kunze. Kutarisana nehuwandu hwemusika hunofungidzirwa hweRMB 65 bhiriyoni, nhangemutange yekusimudzira maindasitiri yapinda muchikamu chayo chekumhanya.
Kune yemhando yepamusoro budiriro yetitanium dioxide indasitiri, ani nani anowana zvimiro zvekugadzirisa, budiriro yetekinoroji, uye kurongeka kwepasirese achawana mukana wekutanga wekufambisa munhangemutange iyi yetrillion-yuan.
Nguva yekutumira: Jul-04-2025
