After the holiday, the start of stable, demand recovery and favorable policies jointly promote the stability of the titanium market
After the end of the Spring Festival holiday, the titanium market ushered in a construction tide, and the overall situation showed a steady and good trend. This week, the titanium market price remained stable compared with the pre-holiday, the supply and demand relationship of the material market was also relatively stable, and the progress of industry policies and key projects added confidence to the market. The following is a detailed analysis of the main developments in the titanium market this week:
First, price and supply and demand: weak and stable, cost side support strengthened
After the festival, the market price of titanium materials remained stable on the whole, but some subcategories had small fluctuations. According to relevant industry analysis, in 2024, due to the weak demand for petroleum and chemical industry and the suspension of military needs, the titanium market has experienced a downward trend in demand. However, by the beginning of 2025, there was an increase in demand in all aspects, and the bottom support of the market began to gradually appear. The slight increase in the price of titanium sponge before the festival has led to the general increase in the price of titanium, but this price trend still needs further recognition from the market and customers. Recently, downstream procurement is mainly based on rigid demand, and the market wait-and-see sentiment is still strong. The inventory pressure of titanium production enterprises has been reduced, and some enterprises actively improve production efficiency through equipment upgrading and technology optimization, so as to effectively respond to possible future demand growth.
Second, industry dynamics: the promotion of major projects to enhance market confidence
Recently, many major domestic projects have accelerated, which has a positive and far-reaching impact on the entire titanium industry. On the one hand, it has strongly driven the in-depth layout of the titanium industry chain, and provided new kinetic energy for the application and expansion of titanium materials in the downstream. On the other hand, the growing demand for titanium in new energy and 3C electronic equipment applications, coupled with the start and gradual recovery of the domestic aviation market, have brought favorable information to the titanium market, greatly encouraging market confidence. In this positive market environment, titanium processing enterprises continue to introduce advanced technology, innovation processing technology, improve the quality of titanium and production efficiency at the same time, but also gradually expand the scale of production, the entire titanium market shows a prosperous development trend.
Third, exports and international trade: titanium and deep-processed products export growth indirectly benefit the materials market
Although the direct export data of titanium has not been updated this week, the international market's dependence on China's titanium industry chain is gradually strengthening. Foreign aviation enterprises are strengthening the management system and product quality certification for domestic enterprises, and the export share of China's titanium materials has continued to increase in recent years, which has brought positive information to the titanium industry this year.
Fourth, policy and technological innovation: high-quality development of leading industry development direction
The state is continuously increasing its support for high-end manufacturing, and continues to promote the clean production and technological upgrading of the titanium industry, helping the industry to transform to high value-added direction.
In the past year, the major enterprises in the titanium industry have achieved effective improvement in equipment and technology level, and product quality and production level have been significantly improved. Various enterprises have focused on the application of high-end titanium materials such as aviation high-temperature titanium alloys, and increased technical investment in titanium alloy plates and strips, and strive to achieve a comprehensive breakthrough in technology and equipment in the titanium alloy industry.
V. Challenges and Prospects: It will take time for demand to recover
Although the market has shown a stable trend in the short term, some downstream areas, such as oil and traditional chemicals, have not yet significantly picked up demand. Although the demand for titanium in high-end areas such as aerospace and medical devices is expected to grow strongly, the release of demand still takes some time. In the field of Marine equipment, some projects that originally used titanium are being replaced by two-way steel and other materials, so the titanium market in 2025 May usher in a structural recovery, but it still needs time to test.
This week, the titanium market performed smoothly in the post-holiday construction process, and cost support and favorable policies became the main driving factors for market stability. In the medium and long term, the industry needs to use technological innovation and industrial chain coordination to cope with the pressure of overcapacity and international competition, so as to seize the growth opportunities in emerging areas such as new energy and aerospace.
