Njengento esemqoka esetshenziswayo ezimbonini ezinjengokumboza, amapulasitiki, amaphepha, nerabha, i-titanium dioxide yaziwa ngokuthi “i-MSG yezimboni.” Nakuba isekela inani lemakethe elisondela ku-RMB 100 wezigidigidi, lo mkhakha wamakhemikhali wendabuko ungena enkathini yokulungiswa okujulile, ubhekene nezinselele eziningi ezifana nomthamo oweqile, ingcindezi yendawo ezungezile, noguquko lobuchwepheshe. Ngaso leso sikhathi, izinhlelo zokusebenza ezisafufusa kanye nokwehlukana kwezimakethe zomhlaba kuletha amaphuzu amasha oshintsho embonini.
01 Isimo Semakethe Yamanje kanye Nezingqinamba Zokukhula
Imboni yaseShayina ye-titanium dioxide njengamanje ibhekene nokulungiswa okujulile kwesakhiwo. Ngokwemininingwane yocwaningo, ivolumu yokukhiqiza eChina yafinyelela cishe amathani ayizigidi ezi-4.76 ngo-2024 (cishe amathani ayizigidi eziyi-1.98 athunyelwa ngaphandle kanye namathani ayizigidi ezi-2.78 athengiswe ngaphakathi). Imboni ithintwa ngokuyinhloko yizici ezimbili ezihlanganisiwe:
Isidingo Sasekhaya Ngaphansi Kwengcindezi: Ukwehla kwezindlu ezithengiswayo kuye kwaholela ekwehleni okukhulu kwesidingo sezingubo zezakhiwo, kunciphisa isabelo sezinhlelo zokusebenza zendabuko.
Ingcindezi Ezimakethe Zaphesheya: Ukuthunyelwa kwe-titanium dioxide yase-China kwehlile, nezindawo ezinkulu zokuthekelisa ezifana ne-Europe, i-India, ne-Brazil zithintwe kakhulu izinyathelo zokulwa nokulahla.
Izibalo zibonisa ukuthi ngo-2023 kuphela, abakhiqizi abangu-23 abancane nabaphakathi nendawo be-titanium dioxide baphoqeleka ukuthi bavale ngenxa yokungahambelani nezindinganiso zemvelo noma amaketanga amakhulu aphukile, okubandakanya amathani angaphezu kuka-600,000 womthamo wonyaka.
02 Isakhiwo Senzuzo Esihlukaniswe Kakhulu
Uchungechunge lwemboni ye-titanium dioxide lusukela ezinsizeni zetshe le-titanium ore olukhuphuka nomfudlana luye ekukhiqizweni okuphakathi nendawo ngezinqubo ze-sulfuric acid ne-chloride, futhi ekugcineni lufinyelele ezimakethe zohlelo lokusebenza ezansi nomfula.
Enhla nomfula: Amanani e-titanium ore yasekhaya nesibabule ahlala ephezulu.
I-Midstream: Ngenxa yokucindezela kwemvelo nezindleko, umkhawulo wesamba esimaphakathi sabakhiqizi benqubo ye-sulfuric acid yehlile, namanye ama-SME nabasebenzisi abangaphansi komfula babhekene nokulahlekelwa.
Phansi komfula: Isakhiwo sibhekene noguquko olubalulekile. Izinhlelo zokusebenza zendabuko zinomkhawulo, kuyilapho izimo ezintsha “ziyathatha izintambo” kodwa zisilela emuva ekufaniseni ijubane lokunwetshwa kwamandla. Izibonelo zifaka ama-coatings ezindlu zedivayisi yezokwelapha nezinto zothintana nokudla, ezidinga ukuhlanzeka okuphezulu nokufana kwezinhlayiyana, ngaleyo ndlela kuqhubekisele phambili ukukhula emikhiqizweni ekhethekile.
03 Ukuhlukaniswa Kwezwe Lokuncintisana Lomhlaba
Ukukhonya kwezikhondlakhondla zamazwe ngamazwe kuya ngokuya kuxega. Amasheya emakethe ezinkampani zangaphandle ayancipha, kuyilapho abakhiqizi baseShayina bezuza amandla ezimakethe zaseNingizimu-mpumalanga ye-Asia ngezinzuzo ezididiyelwe zeketango lezimboni. Isibonelo, umthamo wenqubo ye-chloride ye-LB Group usudlule amathani angu-600,000, futhi izimboni zaseShayina ze-titanium dioxide ziyaqhubeka nokwandisa isabelo sazo semakethe, zilinganisela ngokuqondile abadlali abaphezulu bomhlaba.
Ngokuqiniswa kwezimboni kuyashesha, isilinganiso sokugxilwa kwe-CR10 kulindeleke ukuthi sidlule u-75% ngo-2025. Nokho, abasanda kungena basafufusa. Izinkampani eziningana zamakhemikhali e-phosphorus zingena emkhakheni we-titanium dioxide ngokusebenzisa izinsiza ze-asidi ezimoshayo, imodeli yomnotho eyindilinga enciphisa izindleko zokukhiqiza futhi ilungisa kabusha imithetho yokuncintisana evamile.
04 I-Breakthrough Strategy yango-2025
Ukuphindaphinda kwezobuchwepheshe kanye nokuthuthukiswa komkhiqizo kuyisihluthulelo sokuphumelela. I-titanium dioxide ye-Nano-grade idayisa ngokuphindwe kahlanu inani lemikhiqizo evamile, kanti imikhiqizo yezinga lezokwelapha iziqhayisa ngesamba semali engaphezu kuka-60%. Kanjalo, imakethe ekhethekile ye-titanium dioxide kulindeleke ukuthi idlule i-RMB 12 billion ngo-2025, ngenani lokukhula elihlanganisiwe lonyaka lama-28%.
Ukuthunyelwa komhlaba wonke kuvula amathuba amasha. Naphezu kwezingcindezi zokulwa nokulahla, umkhuba "wokuhamba emhlabeni jikelele" awushintshile-noma ubani obamba imakethe yamazwe ngamazwe ubamba ikusasa. Khonamanjalo, izimakethe ezisafufusa ezifana ne-India neVietnam zibhekene nokukhula kwesidingo saminyaka yonke se-coating ngo-12%, okuhlinzeka ngefasitela lamasu okuthunyelwa kwamandla eChina. Njengoba sibhekene nesilinganiso semakethe esicatshangelwayo se-RMB 65 billion, umjaho wokuthuthukisa izimboni usungene esigabeni sawo sokugijima.
Ukuze kuthuthukiswe izinga eliphezulu lomkhakha we-titanium dioxide, noma ubani ozuza ukuthuthukiswa kwesakhiwo, impumelelo yezobuchwepheshe, nokuxhumana komhlaba wonke uzothola inzuzo yokuqala kulo mjaho wokuthuthukisa we-trillion-yuan.
Isikhathi sokuthumela: Jul-04-2025
