Why can't the price of the first grade sponge titanium temporarily increase after rising to 80000 yuan/ton? The reasons for the analysis are as follows.

One reason is that the price increase in the early stage was too strong, and even a little bit of "rationality" was lost. It is necessary to stop midway to rest and wait for the "wind direction" in the process of whether to rise or fall in the next step.

Secondly, there are many reasons for this "wind direction": do raw material prices support the continued rise of sponge titanium prices? Is the amount of imported sponge titanium restricting the continued increase in sponge titanium prices? Will the production status of newly added sponge titanium enterprises affect the continued increase in sponge titanium prices? Will the continuous increase in sponge titanium prices affect downstream and downstream counter sponge titanium prices to continue to rise?

Thirdly, from the current situation, titanium tetrachloride has not only not increased in price but also remained stable, with the actual transaction price not exceeding the 85000 yuan/ton price increase notice; This year, the total import of sponge titanium exceeded 50000 tons, a significant increase year-on-year; The production of new sponge titanium enterprises is currently underway in a "tumultuous" situation; The total production of sponge titanium from January to September has already exceeded 50000 tons, and with imports, the total amount of sponge titanium from January to September was around 60000 tons. New additions are being formed; Downstream, including chemical enterprises, there is a certain trend of weakness.

Fourthly, the number of titanium material processing enterprises is gradually increasing, which is beneficial for sponge titanium enterprises in the long run and false for sponge titanium enterprises in the near future. Because in the next step, the competition among titanium processing companies that will "rise in conflict" will be more intense, which is something sponge titanium companies need to be cautious about. The 'Chinese characteristics' are not necessarily the more the better, but the better the better.

In summary, the price of sponge titanium at around 80000 yuan depends on the direction of the wind, but overall, the sponge titanium market is still optimistic, and the driving force for the price increase of sponge titanium is already weak.