[hot stocks] the plate rose three times in a row! The price of titanium dioxide is still rising. It is expected that the demand at home and abroad will continue to be strong.

Today, the titanium dioxide plate continues to rise, as of 13:20 in the afternoon, the titanium dioxide plate as a whole rose 1.12%, achieving three consecutive increases. In terms of individual stocks, Kuncai Technology rose 7.7%, Dragon Python rose 3%, China Nuclear Titanium White rose more than 2%, and Huiyun Titanium Industry and Anning shares rose more than 1%.

Titanium dioxide is titanium dioxide, which is generally made by sulfuric acid and chlorination, and is generally made by sulfuric acid and chlorination. Titanium dioxide has important applications in coatings, ink, paper, plastic, rubber, chemical fiber, ceramics and other industries. According to the Southwest Securities Research report, the price of titanium dioxide rebounded from a low level in July 2020 and rose by nearly 30% by the end of the year. The demand for titanium concentrate was strong in 2020, with imports of 3.01 million tons of titanium ore this year, an increase of 15.3% over the same period last year. Exports were about 26000 tons, up 7.2% from the same period last year, and imports in December were 300000 tons, down 44.5% from the same period last year. The price reached an all-time high, and the cost provided some support for the price of titanium dioxide. The demand for titanium dioxide at home and abroad has been significantly boosted. In 2020, domestic consumption of titanium dioxide was 2.447 million tons, which was + 30.3% (+ 569000 tons) compared with the same period last year. The export volume of titanium dioxide for the whole year was 1.214 million tons, + 21% compared with the same period last year, and the export volume in December was 102000 tons, up 1.3% from the same period last year. 9.1% lower than the previous year.

At the beginning of 2021, the titanium dioxide industry ushered in a new price rising tide. Dragon Python & Bailey issued two announcements on January 8 and February 8, raising the sales price of various models of titanium dioxide by 500 yuan / ton to all kinds of domestic customers on the basis of the original price. an increase of US $100 / ton to all kinds of international customers; And again issued a price increase letter on March 11, raising the domestic trade price of each type of titanium dioxide by 1000 yuan / ton and the foreign trade price by 150 US dollars / ton. Today, China Nuclear Titanium dioxide said on the interactive platform that due to the rising prices of bulk raw materials and downstream demand and other factors, domestic titanium dioxide prices have continued to rise since the second half of 2020. At present, the production and operation of the company is in good condition, and the sales strategy of production and marketing is carried out.

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Guoxin Securities believes that recently, driven by the continuous promotion of titanium concentrate costs and the sustained growth of exports, domestic titanium dioxide prices have rebounded obviously. at present, the domestic rutile sulfuric acid titanium dioxide price has risen from about 11000 yuan / ton at the beginning of July last year to the current 18800-19300 yuan / ton. At present, the domestic price of titanium concentrate 46 taste has risen to 2150-2250 yuan / ton, and the price of titanium concentrate is still expected to rise in the near future. From January to February of 2021, domestic titanium dioxide exports totaled more than 200000 tons, an increase of more than 15% over the same period last year. Titanium dioxide exports will probably continue to grow at a high speed in March. In the future, driven by the rise in titanium concentrate and sulfuric acid prices and the sustained recovery of domestic and foreign demand, titanium dioxide prices will remain on the upstream channel.