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年間契約型情報サービス

マンスリーレポート:中国の二酸化チタン産業

Titanium Dioxide China Monthly Report

発行 CCM 商品コード 204029
出版日 年12回 年間契約型情報サービス ページ情報 英文
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本日の銀行送金レート: 1USD=105.42円で換算しております。
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マンスリーレポート:中国の二酸化チタン産業 Titanium Dioxide China Monthly Report
出版日: 年12回 年間契約型情報サービス ページ情報: 英文
概要

当ニューズレターでは、中国の二酸化チタン産業の最新動向について調査分析し、需給動向、主要企業の動き、原材料の供給動向、最新の関連法規制、技術開発動向などをまとめ、年12回のペースにて概略下記の構成でお届けいたします。

調査内容の例(2011年6月レポート)

  • 中国:TiO2のさらなる貿易黒字(2011年4月)
  • Jacobs:DuPontからEPCM契約を獲得
  • Annada:2011年上半期の好業績を予測
  • Pangang Group:2011年6月にTiO2の生産能力を拡大
  • Sichuan Lomon:中国国家革新システム主導の企業に
  • Pinggui PGMA:アンチダンピング調査に応える
  • Guangxi Tengxian:TiO2の開発を強化
  • Dongfang Titanium:年間60,000tのTiO2プロジェクトを開始
  • チタン原料の輸入量の低下:2011年4月
  • Rio Tinto:ケベックでのチタン原料業務に投資
  • Iluka:チタン原料の供給不足への対応
  • Pathfinder Minerals:ライセンスの一体化
  • ベトナム:2011年末までにチタン鉄鉱の輸出を停止
  • PPG:南アフリカの販売業者Ducol Coatingsを買収
  • Skshuの新たな生産ラインが稼動へ
  • AkzoNobel:中国にTiO2工場を建設
  • Maydos:ブランド力を強化
  • PPG:中国に本部を設置
  • TiO2および原料価格の最新情報:2011年6月
  • TiO2の多国籍企業:値上げを発表
  • 中国のTiO2価格の上昇への見解
  • NDRC:2011年6月1日から電力料金を値上げ
目次

In Jan. 2016, China's export volume of TiO2 dropped slightly while import volume soared month on month, mainly because of the markedly declining operating rate caused by depressed market conditions and the coming Chinese Lunar New Year. The gap between import volume and export volume in Jan. 2016 narrowed from 47,590 tonnes in Dec. 2015 to 30,821 tonnes and the gap between import price and export price increased from USD925/t to USD968/t.

In Jan. 2016, China's import volume of ilmenite increased significantly month on month, with most of the increase coming from India, Australia, and Mozambique. As for domestic output, as Chinese Lunar New Year approached it dropped greatly compared to that of the previous month .

March 2016 saw an upturn in China's TiO2 market. Successive leading domestic TiO2 manufacturers have raised their product prices and the operating rate of the industry has begun to climb. Influenced by TiO2 market conditions, the prices of high titanium slag, acid dissolved titanium slag and ilmenite have all ceased to decline.

In March 2016, China's TiO2 market continued to recover. After leading domestic companies took the lead on raising product prices, the third round of price rises since Jan. 2016 has swept across the country. CCM believes that the previously low operating rate of the industry and the frequent release of favorable policies for the real estate industry have been the key supporting factors behind the price rises. China's TiO2 market is expected to remain in good health over the following one to three months.

Since Jan. 2016, the Chinese government has been releasing real estate-related policies frequently, and topics like destocking housing inventories and property taxes have garnered the most attention from NPC deputies, members of the CPPCC National Committee and the media during China's "Two Sessions". CCM believes that the Chinese government's consideration for the development of the real estate market will benefit China's TiO2 industry greatly in the coming one to two years.

On 27 Feb., 2016, Henan Billions released its 2015 financial report, which showed that the company had achieved great YoY growth in both its total revenue and net profit and managed to rise amidst the general recession in the industry. This is because the company's industrial structure transformation projects have gradually reached the designed capacity and because it has good control over production costs, according to CCM.

On 10 March, 2016, Tianyuan Group announced that the company plan to invest USD68.82 million into the titanium chemical industry. In light of the depressed domestic titanium chemical market, CCM thinks that this may simply be a publicity stunt and also believes that the investment will be difficult to implement.

On 20 March, 2016, the leading coating player Sherwin-Williams announced the acquisition of another coating magnate, Valspar, for about USD11.30 billion. After the acquisition, Sherwin-Williams will surpass PPG and AkzoNobel, growing into the biggest coating manufacturer and seller in the world.

On 11 March, 2016, Nippon Paint China announced their intent to invest USD99 million to build a 100,000 t/a paint project in China. In recent years, Nippon Paint China has been vigorously expanding its capacity in China, raising its position in the global coating market.

On 11 March, 2016, ICOAT.cc released the list of the top 100 Chinese powder coating companies by output in 2015. It illustrates that a high level of dispersion was still the greatest hindrance in the development of China's powder coating industry in 2015, and suggests that Northwest, Northeast and Southwest China will witness significant industry growth in the future, benefiting from the Belt and Road Initiative.

In March 2016, China's TiO2 market continues to recover. After leading domestic companies took the lead on raising product prices, the third round of price rises since Jan. 2016 has swept across the country. CCM believes that the previously low operating rate of the industry and the frequent release of favorable policies for the real estate industry have been the key supporting factors behind the price rises.

Market dynamics of titanium products in March 2016:

Ilmenite

The operating rate of the Chinese ilmenite industry has increased slightly. After receiving a large quantity of enquiries this month, ilmenite manufacturers have begun to raise their product prices. However, those price increases have not been accepted by downstream manufacturers, and therefore the market price of ilmenite remains quite stable in China at present. But ilmenite price is expected to have actual increase in the short term if China's TiO2 market continues to recover.

Titanium slag

Under the influence of the rising price of TiO2, the price of titanium slag in China finally stopped declining in March and some manufacturers have since tried to raise their product prices. However, following this, the overall operating rate of the industry is still low. This is mainly because the market price of titanium slag had already fallen too far before recovering, and manufacturers are still currently unable to turn a profit.

Imports and exports of TiO2:

In Jan. 2016, China's export volume of TiO2 dropped slightly while import volume soared month on month, mainly because of the markedly declining operating rate caused by depressed market conditions and the coming Chinese Lunar New Year.

On 27 Feb., 2016, Henan Billions released its 2015 financial report, which showed that the company had achieved great YoY growth in both its total revenue and net profit and managed to rise amidst the general recession in the industry. This is because the company's industrial structure transformation projects have gradually reached the designed capacity and because it has good control over production costs, according to CCM.

Since Jan. 2016, the Chinese government has been releasing real estate-related policies frequently, and topics like destocking housing inventories and property taxes have garnered the most attention from NPC deputies, members of the CPPCC National Committee and the media during China's "Two Sessions". CCM believes that the Chinese government's consideration for the development of the real estate market will benefit China's TiO2 industry greatly in the coming one to two years.

Table of Contents

  • China's exports of TiO2 down while imports up MoM in Jan. 2016
  • MoM increase in import volume of ilmenite in China in Jan. 2016
  • TiO2 price edges up slightly in China in March 2016
  • Third round of TiO2 price rises sweeps across China in March 2016
  • Frequently released real estate-related policies benefits TiO2 industry in China in long term
  • Henan Billions: revenue rises against backdrop of recession in 2015
  • Henan Billions predicts TiO2 price to increase by 10%-15% in 2016
  • Jilin GPRO to build wholly-owned subsidiary in US
  • Hainan Haiyu presells ore from Mozambique
  • Zhongxing Electronic begins construction of 300,000 t/a titanium tetrachloride project
  • Tianyuan Group's entry into titanium chemical industry may only be publicity stunt
  • TOR Minerals has sliding performance in 2015
  • Quotations for ilmenite imports remain high in China
  • Sherwin-Williams to acquire Valspar, growing into biggest coating player globally
  • Nippon Paint China to invest USD99 million to build 100,000 t/a coating project in China
  • List of top 100 Chinese powder coating companies by output in 2015 released
  • PPG completes upgrades to PPG Coatings Innovation Center
  • KCC to build 40,000t/a coating project in Chongqing
  • Off-grade products account for 8.0% in first batch of products spot checked for quality in China in 2016
  • TiO2 catalyst provides new research direction for development of clean and renewable energies
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