2025 officially opened, and the titanium dioxide price market performed mediocrely in the first week, and the supply and demand situation has changed slightly. With the latest price policies of the main large-scale manufacturers finalized, the prices of most manufacturers remain unchanged, and the overall price trend of titanium dioxide remains stable. It's just that the supply and demand pattern of the trading market has changed slightly recently, gradually transitioning from "supply exceeds demand" to "supply exceeds demand", mainly due to the stocking and hoarding of downstream and channels around the New Year.

The two consecutive price increase letters have driven the atmosphere of the price market. Various manufacturers have an impulse to try. After all, the price market has been weak for too long, and the mood of looking forward to price increases seems to have found an outlet for "getting what you want", but with the introduction of policies by the main large-scale manufacturers, the strong atmosphere of wanting to increase prices has been poured with a basin of cold water. Most manufacturers maintain the original price, but the price difference between manufacturers has narrowed, which is actually more beneficial to manufacturers with brand advantages. The price policy for January has been set, and the orders for rigid demand, stocking, and hoarding have increased instantly, which directly led to the manufacturers with low positions to be out of stock soon, so there are more and more cases of queuing orders for shipment, especially this week.

In fact, due to the continuous weakness of the market, prices have continued to fall, and the high costs of raw material titanium concentrate prices, most titanium dioxide manufacturers are hovering near the cost line, so the operating rate has slightly declined. After the "reassurance pill" of January prices was taken, this concentrated order put the spot supply to the test. Including manufacturers in Southwest China and East China, which are in routine shutdowns and maintenance in recent stages, with low operating rates, the pressure on supply has increased sharply, and manufacturers are unwilling to accept large orders, and the sentiment is gradually increasing.

After locking in the price for January, channels and terminals began to place orders. The recent trading market presents two characteristics of "one more and one faster": an increase in the number of new orders and a fast turnover of goods. Judging from the quantity of single order goods in recent stages, most of them are regular stocking, and there are few cases of flexible large-scale stocking. Therefore, from all indications, the shipment volume in the 10-14 days before the Spring Festival is relatively concentrated. As logistics gradually stop operating, the delivery rhythm tends to slow down. Those who need to prepare stocks have done so, and those who do not plan to prepare stocks will purchase them at the normal pace. It is expected that the spot market after the holiday may be relatively sufficient. At the same time, this concentrated ordering has the risk of overdrawing future market demand to varying degrees.

Reminder again: As the Spring Festival approaches, logistics is close to stopping. The closer it is to the holiday, the higher the freight and the lower the timeliness. Try to prepare inventory in advance.