월간 보고서 : 중국의 이산화티타늄 산업

Huiyun New Material, Huiyun Titanium's subsidiary, planned to invest USD92.05 million (RMB633.50 million) in establishing a 100,000 t/a

new energy material FePO4 project.

In Sept. 2022, the completion inspection report of Yujin Titanium's 24,000 t/a TiO2 project was publicised.

In early Sept. 2022, Pangang Vanadium Titanium disclosed its plan for private issuing of A-shares 2022, showing that the company

intended to raise capital of no more than USD331.29 million (RMB2.28 billion) for projects including Pangang 60,000 t/a molten-salt

chloride-process TiO2 project.

In late Aug. 2022, several listed TiO2 enterprises released their H1 2022 reports. Net profits of Fujian Kuncai, CNNC TD, Huiyun Titanium,

and Gpro Titanium all decreased YoY during the reporting period.

In mid-Sept. 2022, the Ministry of Industry and Information Technology and other three departments jointly issued the Implementation

Plan for Raw Material Industry in Three Aspects.

In late Aug. 2022, many coating enterprises released their 2022 semi-annual reports. Specifically, net profits of SKSHU Paint, Keshun Waterproof, and Jiangsu Kuangshun dropped YoY while net profits of Chongqing Sanxia increased YoY.

In Aug. 2022, China exported 104,102.52 tonnes of TiO2, up by 1.41% YoY; the average export price was USD2,666.77/t, down by 9.23% YoY.

In Aug. 2022, China imported 230,133.19 tonnes of ilmenite, down by 12.28% YoY; the average price was USD452.13/t, up by 35.64% YoY.

In Sept. 2022, the domestic TiO2 market continued to weaken and the market is predicted to remain depressed in the short run under large cost and selling pressure.

China Titanium Dioxide Monthly Report provides you with real-time intelligence on China's titanium dioxide (TiO2) market.

China's titanium dioxide market is at a crossroads. As growth in the wider economy slows, Chinese TiO2 manufacturers are faced with slowing domestic demand, massive overcapacity and falling prices.

Big changes are underway as producers struggle to deal with this 'new normal'. M&A activity is accelerating, and many companies are attempting to improve their product quality to become more competitive in the international market. Meanwhile, others are struggling to adapt to China's tightening environmental regulations.

China Titanium Dioxide Monthly Report will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire TiO2 industry chain, from the upstream ilmenite and titanium slag markets to the downstream pigments, coatings and plastics markets. This includes:

Breaking news from China and abroad

The latest market data, including price information for raw materials, intermediates and end products, import/export data, production, consumption, operating rates, etc.

In-depth analysis of market trends, Chinese government policy, the performance of leading Chinese producers, M&A, new technologies, and more

Expert commentary from industry insiders, including regular guest articles and interviews with insiders at leading Chinese manufacturers, associations and government organizations

Table of Contents

Headline

Editor's Note

Column 1 Market Dynamics

Operating rates of titanium slag drop in Aug. 2022

TiCl4 output in Aug. 2022 climbs YoY

Column 2 Company Dynamics

Huiyun Titanium to build 100,000 t/a FePO4 project

Yujin Titanium's 24,000 t/a TiO2 project

Pangang Vanadium Titanium reveals plan for private issuing of A-shares 2022

Semi-annual reports of several TiO2 enterprises

Longkun Electrometallurgy reduces production of acid dissolved titanium slag

Xinyifeng Titanium resumes production of high titanium slag

Zunyi Titanium's titanium sponge output hits new record high in Jan.-Aug. 2022

Yibin Tianyuan's net profits grow YoY in H1 2022

Subsidiaries of Yibin Tianyuan and Pangang Vanadium Titanium resume production

Column 3 Political Factors

Implementation plan for raw material industry in three aspects

Group standard for outdoor powder coating passes acceptance inspection

Column 4 Downstream Industrial Information

Coating enterprises disclose H1 2022 reports

Keshun Waterproof's coating technology passes technical appraisal

Kelian Coatings' UV curing coating project starts construction

Column 5 Import & Export

China's TiO2 exports in Aug. 2022 increase YoY

China's ilmenite imports decrease YoY in Aug. 2022

Column 6 Price Update

China's TiO2 prices remain weak

Transaction prices of ilmenite in some areas in Sept. 2022