Stable construction after the holiday, demand recovery and favorable policies jointly promote the stability of the titanium market (February 5-8)

After the end of the Spring Festival holiday, the titanium material market ushered in a wave of construction, showing an overall stable and positive trend. This week, the price of titanium materials in the market remained stable compared to before the holiday, and the supply and demand relationship in the material market was also relatively stable. The progress of industry policies and key projects has added confidence to the market. The following is a detailed analysis of the main developments in the titanium material market this week:
1、 Price and supply and demand: weak stability as the main factor, with strengthened support on the cost side
After the holiday, the overall market price of titanium materials remained stable, but there were slight fluctuations in some sub categories. According to relevant industry analysis, the titanium material market experienced a downward trend in demand in 2024 due to factors such as weak demand for petroleum and chemical industries, as well as the suspension of military industry needs. However, by early 2025, there will be an increase in demand in all aspects, and the bottom support of the market will gradually emerge. The slight increase in sponge titanium prices before the holiday has driven a general rise in titanium material prices, but this price trend still needs further recognition from the market and customers. Recently, downstream procurement has mainly relied on rigid demand, and the market's wait-and-see sentiment remains strong. The inventory pressure of titanium material production enterprises has been alleviated, and some enterprises actively improve production efficiency through equipment upgrades and technological optimization, effectively responding to possible future demand growth.
2、 Industry News: Major Projects Advancing to Enhance Market Confidence
Recently, many major projects in China have accelerated their progress, which has brought positive and far-reaching impacts to the entire titanium industry. On the one hand, it has effectively driven the in-depth layout of the titanium material industry chain, providing new impetus for the expansion of titanium materials in downstream applications. On the other hand, the increasing demand for titanium metal in new energy and 3C electronic devices, coupled with the launch and gradual recovery of the domestic aviation market, have brought favorable information to the titanium material market, greatly boosting market confidence. In this positive market environment, titanium processing enterprises continue to introduce advanced technologies, innovate processing techniques, and gradually expand production scale while improving titanium material quality and production efficiency. The entire titanium material market presents a prosperous development trend.
3、 Export and International Trade: The growth of exports of titanium materials and deep processed products indirectly benefits the materials market
Although there was no update on direct export data for titanium materials this week, the international market's dependence on the Chinese titanium material industry chain is gradually increasing. Foreign aviation companies are strengthening their management systems and product quality certification for domestic enterprises. The export share of Chinese titanium materials has continued to increase in recent years, which has brought positive information to the titanium industry this year.
4、 Policy and Technological Innovation: Leading Industry Development Direction with High Quality Development
The country is continuously increasing its support for high-end manufacturing and promoting clean production and technological upgrading in the titanium industry, helping the industry transform towards high added value.
Breakthroughs have been made in equipment technology, and in the past year, major enterprises in the titanium industry have effectively improved their equipment and technology levels, resulting in significant improvements in product quality and production levels. Various enterprises have focused their attention on high-end titanium material applications such as aviation high-temperature titanium alloys, and have increased their technological investment in titanium alloy plates and strips, striving to achieve breakthroughs in technology and equipment in the titanium alloy industry.
5、 Challenge and Outlook: Demand Recovery Needs Time
Although the market is showing a trend towards stability in the short term, some downstream sectors such as petroleum and traditional chemicals have not yet seen a significant rebound in demand. Although the demand for titanium in high-end fields such as aerospace and medical equipment is expected to grow strongly, the release of demand still requires some time. In the field of marine equipment, some projects that originally used titanium materials are being replaced by bi-directional steel and other materials, so the titanium market in 2025 may usher in a structural recovery, but this still needs time to be tested.
This week, the titanium material market remained stable during the post holiday construction process, with cost support and favorable policies becoming the main driving factors for market stability. In the medium to long term, the industry needs to leverage technological innovation and industrial chain synergy to cope with overcapacity and international competition pressures, in order to seize growth opportunities in emerging fields such as new energy and aerospace.