From March 30th to April 1st, the 2022 National Titanium Dioxide Industry Annual Conference was held in Chongqing. It was learned from the meeting that the output and production capacity of titanium dioxide will continue to grow in 2022, and the concentration of production capacity will further increase; at the same time, the scale of existing manufacturers will further expand and investment projects outside the industry will increase, which will lead to a shortage of titanium ore supply. In addition, with the rise of the new energy battery material industry, the construction or preparation of a large number of iron phosphate or lithium iron phosphate projects will lead to a surge in titanium dioxide production capacity and intensify the contradiction between supply and demand of titanium ore. At that time, the market prospect and industry outlook will be worrisome, and all parties should pay close attention to it and make timely adjustments.
The total production capacity of the industry reaches 4.7 million tons.
According to statistics from the Secretariat of the Titanium Dioxide Industry Technology Innovation Strategic Alliance and the Titanium Dioxide Sub-Center of the Productivity Promotion Center of the Chemical Industry, in 2022, except for the closure of production in China’s titanium dioxide industry, there will be a total of 43 full-process manufacturers with normal production conditions. Among them, there are 2 companies with pure chloride process (CITIC Titanium Industry, Yibin Tianyuan Haifeng Hetai), 3 companies with both sulfuric acid process and chloride process (Longbai, Panzhihua Iron and Steel Vanadium Titanium, Lubei Chemical Industry), and the rest 38 are sulfuric acid process.
In 2022, the comprehensive output of 43 full-process titanium dioxide enterprises will be 3.914 million tons, an increase of 124,000 tons or 3.27% over the previous year. Among them, rutile type is 3.261 million tons, accounting for 83.32%; anatase type is 486,000 tons, accounting for 12.42%; non-pigment grade and other products are 167,000 tons, accounting for 4.26%.
In 2022, the total effective production capacity of titanium dioxide in the whole industry will be 4.7 million tons per year, the total output will be 3.914 million tons, and the capacity utilization rate will be 83.28%.
Industry concentration continues to increase.
According to Bi Sheng, secretary-general of the Titanium Dioxide Industry Technology Innovation Strategic Alliance and director of the Titanium Dioxide Sub-center of the Chemical Industry Productivity Promotion Center, in 2022, there will be one super-large enterprise with an actual output of titanium dioxide of more than 1 million tons; the output will reach 100,000 tons and above There are 11 large enterprises listed above; 7 medium-sized enterprises with an output of 50,000 to 100,000 tons; the remaining 25 manufacturers are all small and micro enterprises.
In that year, the comprehensive output of the top 11 manufacturers in the industry was 2.786 million tons, accounting for 71.18% of the total output of the industry; the comprehensive output of 7 medium-sized enterprises was 550,000 tons, accounting for 14.05%; the remaining 25 small and micro enterprises The comprehensive output was 578,000 tons, accounting for 14.77%. Among the full-process production enterprises, 17 companies had an increase in output compared with the previous year, accounting for 39.53%; 25 companies had a decline, accounting for 58.14%; 1 company remained the same, accounting for 2.33%.
In 2022, the comprehensive output of chlorination-process titanium dioxide of five chlorination-process enterprises across the country will be 497,000 tons, an increase of 120,000 tons or 3.19% over the previous year. In 2022, the output of chlorination titanium dioxide accounted for 12.70% of the country’s total output of titanium dioxide in that year; it accounted for 15.24% of the output of rutile titanium dioxide in that year, both of which increased significantly compared with the previous year.
In 2022, the domestic output of titanium dioxide will be 3.914 million tons, the import volume will be 123,000 tons, the export volume will be 1.406 million tons, the apparent market demand will be 2.631 million tons, and the per capita average will be 1.88 kg, which is about 55% of the per capita level of developed countries. %about.
The scale of the manufacturer is further expanded.
Bi Sheng pointed out that among the expansion or new projects being implemented by existing titanium dioxide producers that have been disclosed, at least 6 projects will be completed and put into operation from 2022 to 2023, with an additional scale of more than 610,000 tons per year. By the end of 2023, the total production scale of existing titanium dioxide enterprises will reach about 5.3 million tons per year.
According to public information, there are at least 4 out-of-industry investment titanium dioxide projects that are currently under construction and completed before the end of 2023, with a designed production capacity of more than 660,000 tons per year. By the end of 2023, China’s total titanium dioxide production capacity will reach at least 6 million tons per year.
Post time: Apr-11-2023