越南是我国钛矿第一大供应国,曾在2008年、2011年扬言禁矿,最后却不了了之。随着7月1日禁矿期的到来,攀枝花地区的钛矿售价已小幅上扬;越南A级钛矿则早已止跌,目前价格维持在2,400～2,500元吨(不含税)。国内已有不少贸易商先期囤货,等待价格上涨。越南钛矿70%用于生产钛白粉,禁矿对该行业冲击几何?行业分析师及贸易商认为:7月初会出现上涨,7月底～8月下滑,9～10月相对乐观。 Vietnam is China’s largest supplier of titanium mines, in 2008, 2011, threatened to ban the mining, the last it can not. With the ban on mining on July 1, the price of titanium ore in Panzhihua has risen slightly. Vietnam’s Grade A titanium ore has already stopped falling. The current price is still at RMB2,400-2,500 (excluding tax). There are many domestic traders pre-stockpile, waiting for price increases. 70% of Vietnam’s titanium dioxide is used to produce titanium dioxide. The impact of banning mining on the industry? Analysts and traders in the industry believe that there will be an upward trend in early July and a downward trend from the end of July to August, with relative optimism from September to October.