In early July, China's titanium dioxide price market entered a period of stability after price adjustment. The price policies of various manufacturers have been basically finalized, but a small number of manufacturers have maintained the original price. Overall, the market situation is clearer than before, but an in-depth analysis of the current market situation shows that the price of titanium dioxide has shown signs of approaching the bottom price.
From a cost perspective, the price of titanium dioxide has approached the bottom line of manufacturers. At present, the prices of important raw and auxiliary materials such as sulfuric acid continue to remain high, and the strong trend remains unabated. This makes the cost of titanium dioxide manufacturers high. Calculated at the current price level, a considerable number of manufacturers are already operating at a loss. Just like a fierce tug-of-war game, the pressure on the cost side is like a strong opponent, constantly pulling manufacturers into the abyss of losses. When prices continue to fall, the losses of manufacturers will further expand, which is difficult to maintain in the long run at the economic level. Therefore, cost has become a strong support for prices, limiting further sharp declines in prices.
There are also some bullish factors in the market supply and demand relationship, indicating that prices are close to the bottom. Although the overall market is weak, the rigid demand of users always exists. On the supply side, once the price reaches a certain low level, the demand will be released quickly. In addition, due to the high temperature in Southwest China, East China and other regions, some manufacturers have been restricted from power supply and production reduction, which has aggravated the tension of some sources to a certain extent. Just like the water level regulation of the reservoir, power restriction and production reduction are like reducing the inflow of water, which reduces the supply in the market and supports the price. At the same time, some users have begun to prepare stocks based on their understanding of the market. This shows that some forward-looking users have realized that the current price may be at a relatively low level and have begun to lay out in advance.
For market participants, in this complex market environment, it is necessary to remain rational. When purchasing, users should not only focus on the price, but also ensure the quality of the goods, and never ignore the quality because of the pursuit of low prices. Manufacturers need to find a balance between maintaining survival and obtaining orders, and formulate reasonable pricing strategies.
Overall, although the price of titanium dioxide in China is still in a weak market, cost pressure, favorable factors on the supply side, and changes in the supply and demand structure of the market all show that the price has already approached the bottom price. In the future, with the further adjustment of the market supply and demand relationship, the price is expected to stabilize at the bottom and gradually rise. However, market uncertainties still exist, and we need to continue to pay attention to factors such as cost changes, power restriction policies, and changes in user purchasing behavior.





