节后钛市场(2月24日)

2026年02月25日
TDD-Global
8475
指南
亮点速览
After the Spring Festival holiday, China's titanium market exhibited cautious stability, with mixed signals across the supply chain. Titanium ore prices remained steady at an index of 1775.00, supported by expectations of demand recovery driven by the resumption of downstream titanium dioxide factories. However, new order activity remained sluggish, and the market showed a wait-and-see atmosphere. In the titanium dioxide sector, leading enterprises have raised prices by 200-300 yuan/ton, although most companies are still observing price adjustments, which has boosted market sentiment. Sponge titanium prices remained firm between 45,000-48,000 yuan/ton, but demand in high-end and civilian sectors showed divergence. Regional changes are emerging: titanium slag producers in Liaoning face cost pressures due to rising electricity prices, while improved power supply in Yunnan may alter the supply landscape. Post-holiday industry operating rates are steadily recovering, and titanium dioxide production is expected to return to pre-holiday levels by March. In the short term, cost factors and gradually recovering demand support firm prices, but actual downstream consumption and subsequent price trends still require close attention.
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