Titanium Dioxide Prices Look Up The Domestic Industry Layout

- Mar 09, 2017-

The rise in new energy vehicles led to rising raw material prices upstream, since the beginning of raw material prices storms come and go, after the cobalt price crazy soaring, with the lithium titanate battery overweight high-end demand for titanium dioxide doubled year by year, titanium dioxide Prices continue upward.

Titanium powder why the soaring price?

With the domestic lead to Zhuhai Yinlong battery enterprises overweight lithium titanate batteries, driven high-end titanium dioxide market demand doubled year by year. At present, the global scale production capacity of titanium dioxide is about 7.3 million tons, of which the domestic production capacity is about 330 to 3.5 million tons. But the domestic titanium dioxide industry concentration is low, coupled with the past two years the government continued to strengthen the supply side of the reform and environmental protection, titanium dioxide production enterprises to develop a clear production capacity standards, resulting in domestic production capacity close to 360,000 tons. Titanium dioxide industry itself after years of trough consolidation and inventory, the whole industry are low inventory, the overall situation has been in short supply.

In March this year, Como, Huntsman, Koster three titanium dioxide international giants have to price of titanium dioxide products, the Asia-Pacific region price increase of $ 150 per ton between $ 200. Data show that since the beginning of 2016, titanium dioxide prices have risen more than 70%, the price from the beginning of 2016 10,000 yuan per ton rose to about 17,000 yuan per ton. Rutile Titanium Dioxide prices from 2015 to 9500 yuan per ton climbed to about 18,000 yuan per ton, or nearly 90%. Is expected in 2017 titanium dioxide market is still dominated by the seller, titanium dioxide prices will continue to rise, the price increases.

Lithium titanate overweight layout Divided titanium dioxide market

With the domestic battery companies overweight layout of lithium titanate batteries, driven by the demand for high-end titanium dioxide doubled year by year.

Zhuhai Yinlong

As the leading domestic enterprises of lithium titanate batteries, December 15, 2016, Dong Mingzhu joint Wanda Group, CIMC Group and other capital increase of Yin Yin 3 billion yuan. February 20, Gree Electric and Zhuhai Yin Long signed a cooperation agreement, in the intelligent equipment, mold, casting, automotive air conditioning, electrical control, new energy vehicles, energy storage and other fields to cooperate. It is expected that in June this year, the company's total production capacity will reach 10,000 tons, the demand for titanium dioxide is about 12,000 tons.

Jingwei shares with the right way group

February 17, 2017, Jingwei shares to be invested 540 million yuan and the right way group, caused by cloud management in Ningbo Fenghua District to set up a battery company to produce lithium titanate batteries, the total investment of 2 billion yuan.

At the end of 2016, Zhengdao Group and Anhui Tiankang set up a lithium titanate battery joint venture, to the domestic integrity of the introduction of the United States lithium titanate battery technology and production technology, registered capital of 360 million yuan. It is reported that the right way in 2014, the successful production of lithium titanate fast-charging electric car, to the first half of 2016, the successful start of sales of battery management system and achieved revenue of about 5.3 million Hong Kong dollars.

Shenzhen Tianjiao

Shenzhen Tianjiao is a wholly owned subsidiary of Zhonghe and its shares. The company was established in 2004 and is mainly engaged in R & D, production and sales of new energy materials. The company currently has the capacity of 150 tons of lithium titanate per year.

Micro-macro power

Micro-macro power in 2015 the company's lithium titanate battery business turnover has been billions of dollars, 2016 lithium iron battery increased by 20% -50%.

At present, the company's lithium titanate fast battery has been in Chongqing Hengtong, Suzhou Jinlong, Beiqi Futian, Xiamen Jinlong, Nanjing Jinlong, Dongfeng Yangtze River and other major new energy buses in China and the United Kingdom, Germany, the Netherlands and other overseas markets. In 2009 the company launched the first generation of LpTO lithium titanate battery, 2013, launched the energy density of 120Wh / kg second-generation fast battery LpCO lithium battery, the product has now accounted for the company's battery product shipments of 80 %, 2017 first half of the release of a new generation of high-energy density fast charge lithium battery products, energy density can reach 170Wh / kg.