Titanium dioxide plate force again! Shares of Anada and Tianyuan rose by the daily limit.

Recently, the titanium dioxide industry has been booming, and in the recent semi-annual performance forecast, a number of titanium dioxide enterprises have outstanding performance. Today, the titanium dioxide plate pulled up again, as of the day's close, Anada, Tianyuan shares rose, China Nuclear Titanium dioxide, Zhenhua shares, Dragon Python and other shares also rose one after another. Among them, Anada has recorded a rise for 6 days in a row, and two trading boards have been harvested in 6 days.

Since the first half of the year, the titanium dioxide industry has set off a wave of price increases, and major enterprises have raised the prices of titanium dioxide many times. After entering the second half of the year, long Python & Bailey was the first to issue a price increase notice. As early as the evening of June 8, Dragon Python & Bailey announced an increase in product prices, starting from July 1, 2021. The sales price of various types of titanium dioxide (including sulfuric acid titanium dioxide and chlorinated titanium dioxide) is increased by 500 yuan / ton to all kinds of customers downstream on the basis of the original price. Although no price increase announcement has been issued by other enterprises except Dragon Python Baili in the second half of the year, a number of international titanium dioxide giants have raised the price of titanium dioxide since July 1, which has also shown that there is still room for the price of titanium dioxide to rise. SMM believes that in the short term, considering the current weak operation of titanium ore prices, the market has entered the traditional off-season, titanium dioxide production decreased month-on-month in June, titanium dioxide prices are expected to maintain a weak adjustment trend, and continue to pay attention to the latest price landing situation of large factories.

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Guojin Securities said that on the raw material side, the domestic resource endowment limits the production capacity reserves of titanium ore resources can not meet the domestic demand, the world's major titanium ore production enterprises have no significant willingness to spend on capital in recent years, and the demand for titanium dioxide downstream has improved, further causing a shortage of raw materials, and titanium concentrate is expected to continue to be tight, supporting the price of titanium dioxide. In terms of downstream demand, orders for titanium dioxide are sufficient under the warming of the epidemic, and the demand for titanium dioxide for the whole year is expected to grow by about 8%. Under tight supply and demand, it is expected that the scene of titanium dioxide will continue to improve.