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海外主要矿企钛矿产量(万吨TiO2)
海外主要矿企钛矿产量(万吨TiO2)
行业数据
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所属报告:
龙佰集团-公司深度报告(一):钛产业的巨擘攀西钛矿手中握氯化钛渣克难关-230813(32页).pdf
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部分海外钛精矿C1成本在762元/吨以下(以47%TiO2含量计)
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行业数据
2025-10-22
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2025-2027年钛精矿供需缺口逐渐收窄(单位:以TiO2计,万吨)
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行业数据
2025-10-22
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我国钛矿产量(以TiO2计)
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行业数据
2024-12-25
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22-23年国外主要钛矿生产商产量(TiO2含量)
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行业数据
2024-12-25
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16年后全球金红石产量(以TiO2计)波动下降
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行业数据
2024-08-19
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23年全球金红石储量(以TiO2计)为0.55亿吨
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行业数据
2024-08-19
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全球钛铁矿产量(以TiO2计)稳中有降
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行业数据
2024-08-19
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23年全球钛铁矿储量(以TiO2计)为6.9亿吨
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行业数据
2024-08-19
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不同国家地区钛精矿TiO2含量百分数(%)
fCDluo/lj7cgfCDlm73lrrYv5Zyw5Yy6IHwgVGlPMuWQq+mHj+eZvuWIhuavlCAoJSkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMSAgICB8IOS/hOe9l+aWryAgICB8IDYyICAgICAgICAgICAgICAgICAgIHwKfCAyICAgIHwg5be06KW/ICAgICAgfCA2MCAgICAgICAgICAgICAgICAgICB8CnwgMyAgICB8IOS5jOWFi+WFsCAgICB8IDU2ICAgICAgICAgICAgICAgICAgIHwKfCA0ICAgIHwg6ams5p2l6KW/5LqaICB8IDU0ICAgICAgICAgICAgICAgICAgIHwKfCA1ICAgIHwg5Y2h5Lyv5bCUKOa+sykgfCA1MiAgICAgICAgICAgICAgICAgICB8CnwgNiAgICB8IOWNsOW6puWWgOaLieaLiSB8IDUyICAgICAgICAgICAgICAgICAgIHwKfCA3ICAgIHwg5pav6YeM5YWw5Y2hICB8IDUwICAgICAgICAgICAgICAgICAgIHwKfCA4ICAgIHwg5bm/6KW/KOS4reWbvSkgfCA0OCAgICAgICAgICAgICAgICAgICB8CnwgOSAgICB8IOS6keWNlyjkuK3lm70pIHwgNDggICAgICAgICAgICAgICAgICAgfAp8IDEwICAgfCDkuYzmi4nlsJQo5L+EKSB8IDQ2ICAgICAgICAgICAgICAgICAgIHwKfCAxMSAgIHwg5pSA5p6d6IqxICAgIHwgNDYgICAgICAgICAgICAgICAgICAgfAp8IDEyICAgfCDmlrDopb/lhbAgICAgfCA0NCAgICAgICAgICAgICAgICAgICB8CnwgMTMgICB8IOW8l+WQieWwvOS6miAgfCA0NCAgICAgICAgICAgICAgICAgICB8CnwgMTQgICB8IOaMquWogSAgICAgIHwgNDQgICAgICAgICAgICAgICAgICAgfAp8IDE1ICAgfCDpmL/mi4nlvrco576OKSB8IDM2ICAgICAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mueZvuW3neebiOWtmuOAgea1meWVhuivgeWIuOeglOeptuaJgA==
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其它
2024-03-26
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全球钛矿产量950万吨(TiO2含量)
5qC55o2u5Zu+54mH5L+h5oGv77yM5Lul5LiL5piv5pWw5o2u55qE6KGo5qC877yaCgp8IOexu+WeiyAgIHwg5pWw6YeP77yI5LiH5ZCo77yJIHwKfC0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tfAp8IOmSm+mTgeefvyB8IDg5MCAgICAgICAgICB8Cnwg6YeR57qi55+zIHwgNTkgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mlVTR1MsIOaLm+WVhuivgeWIuA==
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行业数据
2023-10-24
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全球钛资源储量超20亿吨(TiO2含量)
fCDnsbvlnosgICB8IOaVsOmHjyAgIHwKfC0tLS0tLS0tfC0tLS0tLS0tfAp8IOmSm+mTgeefvyB8IDYuNTDkur/lkKggfAp8IOmHkee6ouefsyAgfCAwLjQ55Lq/5ZCoIHwKfCDplJDpkpvnn78gIHwgICAgICAgIHwKCui1hOaWmeadpea6kO+8mlVTR1PjgIHmi5vllYbor4HliLg=
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行业数据
2023-10-24
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2022年全球钛铁矿开采量(万吨TiO2/年)
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行业数据
2023-08-15
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2022年全球金红石开采量(万吨TiO2/年)
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行业数据
2023-08-15
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2022年全球钛铁矿储藏量(万吨TiO2)
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行业数据
2023-08-15
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供给侧来看,国内钛精矿扩产有限,且会对海外高价钛精矿形成替代,海外矿企资本开支意愿不强,未来枯竭较多新增开发较少,支撑钛精矿价格长周期景气。国内钛精矿需求约 1100 万吨/年,其中约 70%来自于本土,30%来自于进口。近年来国内新增的钛精矿产能十分有限,据百川盈孚,2019 年至 2023 年中,钛精矿产能仅新增 69 万吨,仅占 2019 年产能的 7.5%。未来国内矿企产能扩张主要集中在龙佰集团(预计未来两年新增 116 万吨/年)和中核钛白(2023 年 5 月与哈密市政府签订框架协议,新增 60 万吨/年钛精矿产能,建设时间待定)。此外,由于国内钛精矿能够满足硫酸法钛白粉的原料需求(国内产能以硫酸法钛白粉为主)且价格更低,因此国内新增钛精矿能够在挺价的同时有效替代海外进口钛精矿。海外主要的钛砂矿和金红石供应商有澳禄卡(Iluka)、特诺(Tronox)、肯梅尔(Kenmare)、Base、力拓(Rio Tinto)等企业。得益于数年来的钛矿牛市,各主要供应商的营业收入出现大幅度增长,以 2018 年为统计起点,近五年各公司营收年复合增长率分别为:Iluka 9%、Base 9%、Kenmare 19%、Tronox 17%、Rio Tinto 6%,因此主观上各大供应商乐见钛矿价格高位的路径依赖。由于海外矿企掌握的优质钛矿天然稀缺,会随着开采量的增加而逐渐枯竭,同时钛白粉产能相对过剩背景下部分国际巨头已经出现财务困境,因此客观上矿企盲目扩产只会加速衰竭以及全产业链盈利水平下滑。
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龙佰集团-公司深度报告(一):钛产业的巨擘攀西钛矿手中握氯化钛渣克难关-230813(32页).pdf
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