Global titanium dioxide giant officials announced the concept of price increases has just started (with shares)
Come to Sina University of Finance and listen to Wu Dan (Jin Qilin analyst) talk about “Industrial Investment Excellent Course”, 150 excellent courses in 20 mainstream industries, quickly establish your investment system. The latest price of rutile titanium dioxide is 15600 yuan / ton.Rank 7 rose 2 days ago.
18%, followed by the possibility of price increases.
Affected by the recent news that titanium dioxide is about to rise in price, the titanium dioxide sector has risen strongly and closed up 6 on Friday.
29%, the largest increase among all sectors.
Individual stocks in 天津夜网 the sector rose more than 2%. Pangang’s vanadium and titanium, Jinpu titanium industry daily limit, China Nuclear Titanium White closed up 7.
71%, Long Mang Baili closed up 5.
Titanium dioxide prices have risen one after another Recently, Venator, the world’s titan titanium dioxide, announced that all titanium dioxide products used in coatings, plastics, inks and paper applications have raised prices globally.
Asia Pacific and the Americas will raise their prices by $ 120 / tonne after March 1.
In Europe, the Middle East and Africa, prices will increase by 100 / ton or $ 120 / ton after April 1.
Domestic companies have also adjusted their prices simultaneously. The latest offer of Long Mang Baili Lian Group’s rutile-type rutile series titanium dioxide has been raised by 500 to 16,200 yuan / ton, and some other manufacturers also have price adjustment 无锡桑拿网 plans.
According to the data of the business agency, the latest price of rutile titanium dioxide is 15,600 yuan / ton, which increased by 2 days 5 days ago.
As early as the holiday, titanium dioxide has ushered in several price increases.
In the first half of January, domestic titanium dioxide companies started a new round of price increases. A total of 27 titanium dioxide companies issued price increases. Most of the price adjustments were at 500 yuan / ton. Yibin Tianyuan’s single price adjustment reached 1,000-2000 yuan / ton.
At the cost of raw materials, due to the continuous contraction of global titanium ore supply, the price of titanium concentrate has gradually increased, which strongly supports the price of titanium dioxide.
In the downstream industry, the production cost of titanium dioxide is extremely low, and the price change has a small impact on the downstream, shifting to downstream and downstream capabilities.
Therefore, the competitiveness of titanium dioxide price increases is not great, and relevant analysts believe that there is a possibility of price increases in the future.
Titanium dioxide industry is gradually recovering. Titanium dioxide is recognized as the world’s most excellent white pigment at present, accounting for about 80% of the total use of white pigments. It is widely used in the coatings field and has a positive correlation with real estate.
CICC expects that the actual physical completion area of houses nationwide will increase by 9% in 2020, which will increase domestic demand for titanium dioxide.
After the holiday, various localities began to intensively introduce relevant policies to deal with the impact of the epidemic in the real estate market, including delaying payment of land prices, extension of taxes and fees, and moderate relaxation of pre-sale conditions. The actual impact is expected to gradually weaken.
CICC analyzes that the follow-up judgment policy will gradually be more directed to “trust demand”, especially the rational and orderly recovery of the protection of land market demand, which may be reflected in the moderate adjustment of developer financing policies.
In addition, due to the limited growth of overseas titanium dioxide supply and the obvious price advantage of domestic titanium dioxide exports, driven by the needs of emerging overseas markets, the domestic titanium dioxide output tends to continue to grow this year.
Guoxin Securities believes that under the trend of rising prices, the overall profitability of the industry will continue to improve.
At present, the overall operating rate of the titanium dioxide industry is at a high level and the inventory level is high. The titanium dioxide industry will usher in a phased recovery this year.
The production of titanium dioxide is accompanied by environmental damage. Under the continuous compression of environmental protection policies, the domestic titanium dioxide process has been continuously optimized from sulfuric acid to chlorination.
Large enterprises have strong strength, excellent technology, and have the funds to purchase advanced production equipment. The safety standards are also higher than those of small enterprises. After the conversion of some of the equipment in the sulfuric acid process capacity gradually and without conversion and transformation conditions, the market share will gradually be concentrated.To the leading enterprises.
The increase in market concentration will also improve the overall profitability of the industry, which is conducive to long-term development.
Listed companies actively deploy Longman Baili is a leading company in the titanium dioxide industry, the company is the fourth largest global production capacity, the first domestic company (when the new 20-chlorination method unit is put into operation, the production capacity will leap to the third in the world), and it will continue to grow along the industry.The upstream and downstream layout of the chain has obvious cost advantages. It is the only domestic company that can achieve mass production of chlorinated and sulfated titanium dioxide.
Panzhihua Vanadium Titanium is one of the few domestic titanium dioxide producers with “sulfuric acid method + chlorination method”, and its output ranks among the top three in the country. The company’s titanium dioxide is a well-known domestic brand.1.
5-digit / year production capacity.
Jinpu Titanium Industry is one of the domestic manufacturers of sulfate-resistant titanium dioxide. Its main products include rutile titanium dioxide and anatase titanium dioxide; the current annual production capacity of titanium dioxide is 16 pieces.
China Nuclear Titanium Dioxide ranks second in the domestic titanium dioxide industry. It is an enterprise that originally introduced a full set of rutile titanium dioxide production technology from abroad. The current annual production capacity of rutile titanium dioxide is 25.
A total of 10 titanium dioxide production lines under construction in a certain oriental titanium industry have been installed, commissioned, and started production. The approval has been completed, and the project will enter the trial production stage.
Anada is the largest titanium dioxide manufacturer in Anhui Province. It mainly produces rutile titanium dioxide (accounting for more than 80% of revenue) and anatase titanium dioxide. It is one of the earliest titanium dioxide manufacturers in China.”Titanium Dioxide” is “Anhui Famous Brand Product”.
Tianyuan Group’s annual output of chlorinated titanium dioxide has been completed. In addition, the company has invested in 5 chlorinated titanium dioxide with a total investment of 10 chlorinated titanium dioxide.
Kaisheng Technology takes its own Anhui Titanium Valley Nano Materials Co., Ltd. as the main body. The 20-nanometer titanium dioxide project with an annual output starts in Bengbu, Anhui. The project has a total investment of 5 billion yuan, an area of 1,200 acres, and a 20-year titanium dioxide project.
In addition, the company also bought out ilmenite from Australia to help ensure the supply of titanium white.
Bao Titanium is the highest and largest professional production of rare metal materials with titanium as the joint product. The research base has a domestic market share of more than 40%, of which the market share of high-end titanium and military titanium is over 80%.
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