Daim txhuam cev titanium lag luam qauv upheaval
1. Thaiv cov xa tawm rau Tebchaws Meskas ua haujlwm: cov nyiaj ntawm cov neeg xa khoom tawm mus rau Tebchaws Meskas. kev ua tub rog hauv tsev, thiab kev ua lag luam synchronous ntawm European lag luam (hauv thawj lub quarter ntawm 2025, kev xa tawm mus rau Tebchaws Europe tau nce qib siab los ntawm 28%-rau-xyoo).
2. Tus nqi stalemate thiab raug nqi conteriction: qhov hais ntawm {1}}}}}} yuan}}}} Titanium Tetrachloride txuas ntxiv kom muaj kev ntxhov siab vim yog oversupply (5, {}}
Kev tawg hauv daim ntawv thov ntawm High-End Titanium cov ntaub ntawv
1. Military and aerospace drive: Domestic large aircraft C929 titanium alloy consumption increased to 15%, driving the aviation grade titanium alloy demand gap of more than 32,000 tons. TC4 titanium alloy daim ntawv tag nrho cov nyiaj tau los ntawm cov lag luam ntsig txog 19%.
2. Kev nthuav dav sai ntawm cov teb tawm:
Cov kws khomob: Western cov ntaub ntawv 3D luam tawm cov kab ntau lawm yog muab tso rau hauv kev tsim khoom, thiab kev kho mob loj ntawm cov khoom siv titanium yuav tsum tau tshaj 5 billion yuan hauv 2025;
Cov khoom sib sib zog nqus-hiav txwv tob-hiav txwv tso tsheb hlau loj ntxiv rau 6%, thiab kev txhawb nqa lub hiav txwv tsuas yog suav ntawm Tuam Tshoj lub xeev cov neeg ua haujlwm.
Dag los ntawm kev sib cais ntawm cov saw ntiaj teb
1. Cov tsis muaj zog ntawm Asmeskas cov tub rog kev ua tub rog raug ntau lawm, thiab cov neeg xa khoom hauv zos ntau lawm tsuas yog 12, 000 tons / xyoo.
2. Cov kev lag luam thev naus laus zis ntau lawm hauv cov kev sib tw ntawm cov neeg siv hluav taws xob (EB Rauv
Kev ua lag luam hauv cheeb tsam muaj zog
1. Lwm cov hauv kev hauv Tebchaws Europe: hauv qab cov kev ua haujlwm ntawm cov neeg nyob hauv 2025 qib nyob rau hauv 2025}} {{
2. Sab Nraud Asian ntau lawm hloov chaw: tom qab Is Nrias teb raug ua haujlwm, Panzhihua ua lub Hoobkas, thiab Tata Steel ua lag luam muaj peev xwm yuav nce los ntawm 30% hauv 2025.
Tus nqi kis thiab thev naus laus zis
1. Kev tsim kho siab nyob rau hauv Tebchaws Meskas: Tus nqi kho hluav taws xob muaj txiaj ntsig rau hauv cov khoom siv hluav taws xob nce siab los ntawm kev tshawb nrhiav hluav taws xob nce siab los ntawm kev ua lag luam tawm los ntawm Suav titanium ua tshuab.
2. Ntiaj teb tus nqi sib tw hluav taws xob: LME tsis muaj hlau roj fluctated tus nqi nkag siab, tab sis siv cov tub rog tsis sib haum, qhia txog cov tswv yim ntawm cov tswv yim.
Lub Sino-Asmeskas cov tub rog tale nrawm ntawm cov teeb meem kev lag luam tshiab thiab kev tiv thaiv kev tiv thaiv "cov tub rog ua haujlwm - tus nqi tsis muaj nqi - khoom siv tsis ruaj khov". Hauv peb lub xyoos tom ntej no, cheeb tsam cov kev pom zoo ua lag luam (xws li RCEP) thiab kev thauj khoom ntawm titanium alloy) yuav dhau los ua covliable reshoy) yuav dhau los ua cov kev hloov pauv tseem ceeb ntawm kev kho cov toj roob hauv pes.