Pakazosvika pakati paNyamavhuvhu, misika yemumba titanium dioxide (TiO₂) yakazoratidza zviratidzo zvekugadzikana. Mushure merinenge gore rekusava nesimba kwenguva refu, manzwiro eindasitiri akavandudza zvishoma nezvishoma. Makambani akati wandei akatungamira mukukwidza mitengo, achisimudzira basa remusika rose. Semutengesi muindastiri, isu tinoongorora iyo data yemusika uye zvichangobva kuitika kubatsira vatengi kunzwisisa pfungwa yekuseri kwemutengo uyu.
1. Mutengo Wemafambiro: Kubva Kuderera kusvika Kudzoka, Zviratidzo zvekuwedzera
Musi waNyamavhuvhu 18, mutungamiri weindasitiri Lomon Mabhirioni akazivisa mutengo wepamba weRMB 500/tani uye kugadziridzwa kunze kweUSD 70/tani. Kare, Taihai Technology yakasimudza mitengo yayo neRMB 800/tani munyika uye USD 80/tani pasi rose, zvichiratidza shanduko yeindasitiri. Zvichakadaro, vamwe vagadziri vepamba vakamisa kutora-odha kana kumbomira zvibvumirano zvitsva. Mushure memwedzi yekuramba ichidzikira, musika wakazopinda muchikamu chinokwira.
Izvi zvinoratidza kuti musika wetitanium dioxide uri kugadzikana, uine zviratidzo zvekudzokororwa kubva pasi.
2. Zvinhu Zvinotsigira: Supply Contraction uye Cost Pressure
Uku kugadzikana kunofambiswa nezvinhu zvakawanda:
Supply-side contraction: Vagadziri vazhinji vari kushanda padanho rakaderera, zvichitungamira kudzikisira kwakanyanya kwekupa kunoshanda. Kunyangwe mutengo usati wakwira, cheni dzekugovera dzakange dzatosimba, uye mamwe mafekitori madiki kusvika epakati akaona kuvharika kwenguva pfupi.
Cost-side pressure: Titanium concentrate mitengo yangoona kudzikira kushoma, ukuwo sulfuric acid uye sulfur feedstocks zvichiramba zvichiratidza mafambiro ekukwira, zvichichengeta mutengo wekugadzira wakakwira.
Zvinotarisirwa zvinovandudzwa: Sezvo mwaka wepamusoro we "Golden Gumiguru, Sirivha Gumiguru" unoswedera, maindasitiri epasi akadai semabhanditi nemapurasitiki ari kupinda mukudzoreredza.
Export shanduko: Mushure mekukwira muQ1 2025, kutengesa kunze kwakaderera muQ2. Nekudhonzwa kwezvinhu, kudiwa kwemwaka, uye mitengo yekudzika, mwaka wepamusoro wekutenga wakasvika kutanga pakati paNyamavhuvhu.
3. Market Outlook: Short-Term Stability, Medium-Term Demand-Driven
Nguva pfupi (Nyamavhuvhu-kutanga kwaGunyana): Inotsigirwa nemitengo uye zviito zvakarongeka zvemitengo pakati pevagadziri, mitengo inotarisirwa kuramba yakatsiga kuenda kumusoro, nekudzika kwemvura kunodiwa zvishoma nezvishoma.
Nguva yepakati (pakupera kwaGunyana-Gumiguru mwaka wepamusoro): Kana kudiwa kwepasi kwakadzoka sezvaitarisirwa, kukwirisa kunogona kuwedzera nekusimbisa; kana zvinodiwa zvikapfupika, zvigadziriso zvishoma zvinogona kuitika.
Nguva refu (Q4): Kuenderera mberi nekutarisisa kudzoreredza kunze kwenyika, maitiro akaomeswa, uye mitengo yekushanda kwechirimwa ichave yakakosha pakuona kana bhuru idzva rinobuda.
4. Mazano Edu
Kune vatengi vakaderera, musika wave panguva yakakosha yekudzoreredza kubva pasi. Tinokurudzira:
Kunyatsotarisisa kugadziridzwa kwemitengo nevagadziri vanotungamira uye kuenzanisa kutenga nemirairo iripo.
Kuchengetedza chikamu chekugovera pachine nguva kuti kuderedze njodzi kubva mukudonha kwemitengo, ukuwo uchigadzirisa kudzoreredza nhanho zvichienderana nezvinodiwa.
Mhedziso
Pakazara, kuwedzera kwemutengo waAugust kunoshanda zvakanyanya sechiratidzo chekudzoka kwemusika kubva pasi. Inoratidza zvese zvekupihwa uye kumanikidzwa kwemitengo, pamwe netarisiro yekudiwa kwemwaka wepamusoro. Isu tichaenderera mberi nekupa vatengi vane yakagadzikana yekugovera uye yakavimbika yekugovera cheni rutsigiro, tichibatsira indasitiri kufambira mberi zvakatsiga mumusika mutsva kutenderera.
Nguva yekutumira: Aug-19-2025
