The current status and prospects of titanium industry in China
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摘要: 从钛的资源分布、生产加工、应用领域、相关企业分布格局等方面,就我国钛工业发展历史、现状进行了较为系统的总结,分析了当下面临的产能过剩与供需失衡、产业结构亟待优化、上层设计与下层产业联动不够、技术创新与产业升级的需求迫切、资源与环境约束的双重挑战、国内外市场的竞争加剧困境,对我国钛工业发展提出了优化成本结构与拓展应用领域、建立钛材高质化利用协同新机制与高能级跨区域创新平台、保障激励体系以强化合作机制、发挥战略腹地作用的建议展望,以期为川渝地区钛及钛合金产业发挥重要战略作用提供参考。Abstract: This paper systematically summarizes the development history and current situation of China’s titanium industry from the aspects of titanium resource distribution, production and processing, application fields, and distribution pattern of related enterprises. The paper analyzes the current problems of overcapacity and imbalance between supply and demand, the urgent need to optimize industrial structure, the insufficient linkage between upper design and lower industry, the urgent need for technological innovation and industrial upgrading, the dual challenges of resource and environmental constraints, and the dilemma of intensifying competition in domestic and foreign markets. The suggestions and prospects of optimizing cost structure and expanding application field, establishing a new collaborative mechanism of high-quality utilization of titanium materials and a cross-regional innovation platform of high energy level, guaranteeing incentive system to strengthen cooperation mechanism and play the role of strategic hinterland are put forward for the development of titanium and titanium alloy industry in Sichuan and Chongqing region.
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表 1 我国钛资源储量分布(以钛铁矿计)
Table 1. Table of titanium resources in China
% 四川 湖北 山东 云南 河北 陕西 广西 内蒙古 89.1 3.17 3.15 2.2 1.26 0.46 0.36 0.23 表 2 钒钛磁铁矿选矿工艺
Table 2. Beneficiation technology of vanadium titanium magnetite
预选 铁精矿提质降杂 选钛 微细粒钛铁矿选别 工艺
方法干式预选,
湿式预选阶段磨矿-阶
段选别选铁、
磁选、浮选重选、磁选、电
选和浮选,单一
或联合工艺浮选、磁选-浮选
联合、重选/磁选-
浮选、分级选别等表 3 我国钛产品分布主要分布省
Table 3. The main distribution areas of titanium products in China
钛铁(精)矿 钛白粉 海绵钛 钛材加工 四川 √ √ √ 云南 √ √ 新疆 √ √ 陕西 √ 河北 √ 辽宁 √ 山东 √ 安徽 √ 江苏 √ 浙江 √ 河南 √ 广东 √ 表 5 钛合金的应用领域和具体方向
Table 5. Application fields and specific directions of titanium
行业 应用领域 具体应用部位 航空航天 机身部件、卫星、发动机、
飞船舱等部件飞机框架、导向叶片、机匣、紧固件、阻流板、压力容器、燃料箱、叶片等传动件 石油化工 塑料、氯碱、冶金、
环保、苏打、制盐蒸馏塔、反应槽、分离器、浓缩器、压力釜、管道、电解槽、夹具、热交换器、电极等 海洋工程 耐压壳体、深海艇、火电、
地热发电、海水淡化阀、泵、管道、搅拌器、热交换器、耐压壳体、传热器、海洋石油钻探用泵、阀等 电力 发电、传输、电力设备 加热元件、传热交换件、限流器、冷凝器等 建筑 屋顶和外壁、幕墙、
桥梁、港口、海底隧道悬梁、建筑装饰物、栏杆、雕塑、支撑结构件、外壁、屋顶材料、立柱装饰等 交通运输 船用、铁路、汽车部件 连杆、高性能汽车阀、螺母螺栓、汽车的排气、消音系统、弹簧、螺旋桨,低温恒温器等 医疗及其他 人体植入物、保健、
手术医用器械、人工关节、牙科植入物、轮椅、培养皿、心血管支架、手杖、脊柱固定装置、手术器械等 体育用品及其他 自行车、登山装备、装饰品、
运动防护装备等面罩、杯子、手表、眼镜框架、钓鱼竿、台球杆、球拍球杆、登山工具、锅碗瓢盆等 表 4 中国钛行业产业链代表性企业
Table 4. Representative enterprises of China’s titanium industry chain
代表企业 主要钛产品 地点 安宁股份 钛精矿、钛铁矿 四川 攀钢集团 钛精矿、钛铁矿 四川 鼎龙文化 钛铁矿 广东 st天成 钛精矿 贵州 河钢集团 钛精矿 河北 盛和资源 钛精矿 四川 双瑞万基 海绵钛 河南 中信钛业 海绵钛 辽宁 遵义钛业 海绵钛 贵州 朝阳百盛 海绵钛 辽宁 龙佰集团 钛白粉、海绵钛 河南 龙蟒矿业 钛白粉 四川 中核钛白 钛白粉 甘肃 钒钛股份 钛白粉 四川 惠尔信 钛白粉 河北 惠云钛业 钛白粉 广东 金浦钛业 钛白粉 辽宁 安纳达 钛白粉 安徽 宝钛股份 钛加工材 陕西 西部超导 钛加工材 陕西 西部材料 钛加工材 陕西 宝色股份 钛加工材 江苏 表 6 全球钛合金3D打印应用需求量推算
Table 6. Demand calculation of titanium alloy in 3D printing application
年份 全球智能手表
出货量/(万只)全球折叠屏手机
出货量/(万台)渗透率/% 单台铰链
用量/g钛合金
总用量/t后道处理
耗损率/%金属粉体
出粉率/%钛材原材料
需求量/t2023 15376 1 860 1 20 4 50 30 25 2024 16452 3570 10 20 116 50 30 777 2025 17604 5470 20 20 315 50 30 2102 2026 18836 7860 30 20 626 50 30 4176 2027 20155 10150 40 20 1033 50 30 6886 (数据来源:Counterpoint,IDC,apple官网,3D打印技术参考,3D科学谷,民生证券研究院) -
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