A Number of Titanium Dioxide Companies Announced Price Increases
Recently, Tihai Technology, Fangyuan Titanium White, Tianlun Chemical Industry and other titanium dioxide enterprises announced price increases, price increases range covers anatase and rutile titanium white powder, price increases in each ton of 500 yuan -600 yuan, foreign trade price increases for each ton of 80 dollars or so.
On the evening of August 6, titanium dioxide industry leader in titanium dioxide issued a price increase notice, based on the existing titanium dioxide sales price, the company's various models of titanium dioxide sales price. Among them, the sales price of domestic customers is increased by RMB 500 / ton, and the export price of international customers is increased by US $80 / ton. This price increase is the third time since 2020 that the sales price of core titanium dioxide products has been raised.
In fact, since June, the foreign epidemic situation has improved relatively, and the titanium dioxide market ushered in the dawn of restart. As early as early June, Japan's Ishihara announced an increase in the price of titanium dioxide by $200 per ton. Subsequently, at the end of June, Panzhihua Taihai Technology Co., Ltd. issued a letter of price increase, since then, set off the domestic titanium dioxide enterprises rising tide. Throughout July, more than 30 companies have issued price increases, generally raising prices by 500 yuan. In addition, since July 1 this year, titanium dioxide exports cancelled export tax rebate, which is also one of the reasons for the rise in prices.
On the evening of August 6, titanium dioxide industry leader in titanium dioxide issued a price increase notice, based on the existing titanium dioxide sales price, the company's various models of titanium dioxide sales price. Among them, the sales price of domestic customers is increased by RMB 500 / ton, and the export price of international customers is increased by US $80 / ton. This price increase is the third time since 2020 that the sales price of core titanium dioxide products has been raised.
In fact, since June, the foreign epidemic situation has improved relatively, and the titanium dioxide market ushered in the dawn of restart. As early as early June, Japan's Ishihara announced an increase in the price of titanium dioxide by $200 per ton. Subsequently, at the end of June, Panzhihua Taihai Technology Co., Ltd. issued a letter of price increase, since then, set off the domestic titanium dioxide enterprises rising tide. Throughout July, more than 30 companies have issued price increases, generally raising prices by 500 yuan. In addition, since July 1 this year, titanium dioxide exports cancelled export tax rebate, which is also one of the reasons for the rise in prices.
The Traditional Peak Season of the Titanium Dioxide Industry Is Coming, and the Price Increase Is Expected to continue
Titanium dioxide is currently recognized as the world's whitest and most stable white inorganic pigment, known as "industrial monosodium glutamate", widely used in coatings, plastics, ink and other industries.
According to the industry insiders analysis, titanium dioxide industry price has formed a "hidden rule".
By the small and medium-sized titanium dioxide enterprises to test the first price, then leading enterprises, especially export leading enterprises follow the price increase, finally most of the industry enterprises are implemented price increase.
According to the market of titanium dioxide in previous years, September and October will be the traditional peak season for titanium dioxide industry.
With the increase of real estate delivery pressure in the second half of the year, coupled with the stimulus effect of a series of automobile-related policies released in various regions in the second quarter, the domestic demand for titanium dioxide will increase greatly in the third and fourth quarters.
In addition, the export situation improved, but also to the full enterprise price confidence.
From the perspective of upstream raw material cost, the global titanium concentrate source is gradually decreasing, but the market demand is increasing every year, which will inevitably lead to the price of titanium concentrate only rising.
Therefore, in the long run, the reduction of titanium concentrate sources will also support the price of titanium dioxide.
According to the industry insiders analysis, titanium dioxide industry price has formed a "hidden rule".
By the small and medium-sized titanium dioxide enterprises to test the first price, then leading enterprises, especially export leading enterprises follow the price increase, finally most of the industry enterprises are implemented price increase.
According to the market of titanium dioxide in previous years, September and October will be the traditional peak season for titanium dioxide industry.
With the increase of real estate delivery pressure in the second half of the year, coupled with the stimulus effect of a series of automobile-related policies released in various regions in the second quarter, the domestic demand for titanium dioxide will increase greatly in the third and fourth quarters.
In addition, the export situation improved, but also to the full enterprise price confidence.
From the perspective of upstream raw material cost, the global titanium concentrate source is gradually decreasing, but the market demand is increasing every year, which will inevitably lead to the price of titanium concentrate only rising.
Therefore, in the long run, the reduction of titanium concentrate sources will also support the price of titanium dioxide.
Titanium Dioxide Concept Stocks Set Off a Rebound Tide
On August 7th, the day after the price increase was announced, THE titanium dioxide of CNNC surged above 6% and closed at its highest level in two years.
Securities Times · Combing found that there are not many companies with titanium dioxide business on the A stock market. There are 9 companies in total at present, except FOR THE TITANIUM dioxide of CNNC, the latest daily closing days such as Jinpu Titanium Industry (2.990, 0.11, 3.82%), Annada (10.690, 0.47,4.60%), Lubei Chemical Industry (7.690, 0.32, 4.34%), Tianyuan Group (6.750, -0.20,-2.88%) and so on.
As the industry's leading enterprises, CNNC titanium white mainly engaged in the rutile type titanium dioxide, iron oxide pigments research and development, production and sales of the products are widely used in coatings, plastics, rubber, printing ink, paper and other fields, is known as the "industrial monosodium glutamate", the application prospect is very broad, the titanium white production capacity ranking, the company has been ranked domestic titanium dioxide industry.
As early as February this year, CNNC issued a private placement plan for titanium dioxide, aiming to raise a total of no more than 1.6 billion yuan and to invest 200,000 tons of titanium dioxide per year for post-treatment projects and supplementary working capital.
CNNC titanium dioxide is expected to form a crude production capacity of 330,000 tons and a post-processing capacity of 400,000 tons after the project is put into operation.
July 27, the company's application has been approved by the CSRC.
Benefiting from the stimulation of the industry price rise, CNNC titanium white's recent share price has maintained an upward trend, with a cumulative increase of more than 20% over the past month.
From a longer point of view, the performance of titanium dioxide plate is also higher than the market over the same period, nine titanium dioxide concept stocks have achieved an average rise of 11.06% in the past month, Tianyuan Group has a cumulative rise of 33.65% ranked first.
Judging from the latest performance data, a total of 6 companies have issued mid-term reports, express reports or performance forecasts, and the proportion of companies that are expected to increase is half. Ananda’s net profit growth rate is the highest. The company said that due to the global epidemic, titanium dioxide exports have declined, and price fluctuations have fallen. However, due to the sharp drop in the price of the main raw material sulfuric acid and the implementation of national inclusive policies such as social security, the gross profit margin of titanium dioxide Compared with the same period last year, the production and sales of iron phosphate of the subsidiary are booming. The net profit in the first half of the year is expected to be 36 million to 38 million yuan, a year-on-year increase of 40% to 50%.
Securities Times · Combing found that there are not many companies with titanium dioxide business on the A stock market. There are 9 companies in total at present, except FOR THE TITANIUM dioxide of CNNC, the latest daily closing days such as Jinpu Titanium Industry (2.990, 0.11, 3.82%), Annada (10.690, 0.47,4.60%), Lubei Chemical Industry (7.690, 0.32, 4.34%), Tianyuan Group (6.750, -0.20,-2.88%) and so on.
As the industry's leading enterprises, CNNC titanium white mainly engaged in the rutile type titanium dioxide, iron oxide pigments research and development, production and sales of the products are widely used in coatings, plastics, rubber, printing ink, paper and other fields, is known as the "industrial monosodium glutamate", the application prospect is very broad, the titanium white production capacity ranking, the company has been ranked domestic titanium dioxide industry.
As early as February this year, CNNC issued a private placement plan for titanium dioxide, aiming to raise a total of no more than 1.6 billion yuan and to invest 200,000 tons of titanium dioxide per year for post-treatment projects and supplementary working capital.
CNNC titanium dioxide is expected to form a crude production capacity of 330,000 tons and a post-processing capacity of 400,000 tons after the project is put into operation.
July 27, the company's application has been approved by the CSRC.
Benefiting from the stimulation of the industry price rise, CNNC titanium white's recent share price has maintained an upward trend, with a cumulative increase of more than 20% over the past month.
From a longer point of view, the performance of titanium dioxide plate is also higher than the market over the same period, nine titanium dioxide concept stocks have achieved an average rise of 11.06% in the past month, Tianyuan Group has a cumulative rise of 33.65% ranked first.
Judging from the latest performance data, a total of 6 companies have issued mid-term reports, express reports or performance forecasts, and the proportion of companies that are expected to increase is half. Ananda’s net profit growth rate is the highest. The company said that due to the global epidemic, titanium dioxide exports have declined, and price fluctuations have fallen. However, due to the sharp drop in the price of the main raw material sulfuric acid and the implementation of national inclusive policies such as social security, the gross profit margin of titanium dioxide Compared with the same period last year, the production and sales of iron phosphate of the subsidiary are booming. The net profit in the first half of the year is expected to be 36 million to 38 million yuan, a year-on-year increase of 40% to 50%.
