[hot stocks] Titanium dioxide plate is higher than the half-yearly report of Lubei Chemical Industry Co., Ltd.

Today, the titanium dioxide plate rose. As of 11:01, Lubei Chemical rose by the daily limit, Panzhihua Vanadium and Titanium rose by more than 9%, and Jinpu Titanium Industry, Longbai Group and Anning shares rose one after another.

Recently, the titanium dioxide market continues to be hot. In early August, titanium dioxide enterprises set off a wave of price increases. Longbai Group, Huiyun Titanium Industry, China Nuclear Titanium dioxide and Jinpu Titanium Industry have raised the prices of their various types of titanium dioxide one after another. On August 31st, the spot price of SMM rutile titanium dioxide was 20500 yuan / ton, which was higher than that at the beginning of the month.

"Titanium dioxide once again set off a" rising tide "stock prices continue to soar! Smell the peak season?

"Click to view the spot price of metal.

Recently, the Ministry of Industry and Information Technology replied to the proposal of the Chinese people's political Consultative Conference that the relevant departments are working out the National Reserve Development Plan of the 14th five-year Plan and will fully consider the proposal to include titanium dioxide in the country's strategic resource reserves. In order to support the green and healthy development of titanium dioxide industry, the relevant state departments actively build the titanium dioxide industry standard system. The relevant state departments actively promote the comprehensive utilization of titanium ore resources. in the next step, the Ministry of Science and Technology will set up a key special project on the development and utilization of strategic mineral resources to promote the development and application of high-value utilization technology of titanium ore resources. Titanium dioxide industry may usher in a period of sustainable development.

Titanium dioxide is becoming more and more abundant in the industrial chain of national strategic resource reserve.

Recently, the semi-annual reports released by a number of titanium dioxide enterprises have also performed satisfactorily.

The operating income of Vanadium and Titanium of Panzhihua Iron and Steel Co., Ltd. reached 7.133 billion yuan in the first half of 2021, an increase of 42.62% over the same period last year. The net profit of returning to its mother was 507 million yuan, an increase of 492.86% over the same period last year. During the reporting period, the sales volume and prices of vanadium and titanium products increased compared with the same period last year.

According to Longbai Group's semi-annual report for 2021, the company's operating income during the period was 9.838 billion yuan, up 55.53 percent over the same period last year; the total profit realized was 2.856 billion yuan, up 82.76 percent over the same period last year; and the net profit belonging to shareholders of listed companies was 2.435 billion yuan, up 88.33 percent over the same period last year.

According to the semi-annual report of China Nuclear Titanium dioxide, the company's operating income in the first half of 2021 was 2.61 billion yuan, an increase of 59.36 percent over the same period last year, and its net profit was 657 million yuan, an increase of 167.89 percent over the same period last year. The company's main products titanium dioxide volume and price rise.

Anada's semi-annual report for 2021 showed that the company achieved operating income of 910 million yuan during the period, an increase of 88.11% over the same period last year, while the net profit belonging to shareholders of listed companies was 86.0615 million yuan, an increase of 132.99% over the same period last year.

According to the semi-annual report of Jinpu titanium industry, revenue in the first half of this year was 1.238 billion yuan, an increase of 55.56% over the same period last year, and net profit was 112 million yuan, an increase of 1404.26% over the same period last year.

According to Huiyun Titanium's semi-annual report, the company achieved 724 million yuan in revenue in the first half of the year, up 70.65 percent from the same period last year, and its net profit was 108 million yuan, up 132.38 percent from the same period last year.

In addition, new energy vehicles continue to be popular, many titanium dioxide enterprises have cross-border layout of iron phosphate industry.

As early as 2013, Anada has been involved in the production of iron phosphate, the company and Sinosteel Group Anhui Tianyuan Technology Co., Ltd. set up a joint venture Tongling Nayuan material Technology Co., Ltd., mainly engaged in the production and sales of iron phosphate products. Recently, Anada said on the investor interactive platform that since the beginning of this year, the lithium iron phosphate market has continued to boom, and the sales price of subsidiary iron phosphate has increased slightly.

In February this year, another titanium dioxide industry enterprise, China Nuclear Titanium dioxide, announced that the company, through its wholly-owned subsidiary Gansu Dongfang Titanium Co., Ltd. invested 10 billion yuan to build a project with an annual production capacity of 500000 tons of lithium iron phosphate to enter the lithium iron phosphate market. On the evening of August 3, China Nuclear Titanium dioxide announced once again that the company recently formally established the New Materials Research Institute of CNPC original Titanium dioxide Co., Ltd. the research institute will focus on the research of cathode material precursor iron phosphate, cathode material lithium iron phosphate and lithium-ion battery.

Dragon Python, the leader of the titanium dioxide industry, is also involved in the iron phosphate industry. recently, Dragon Python Bailey issued an announcement on establishing a joint venture with Hubei Wanrun New Energy to build a 100000-ton iron phosphate production line. Henan Bailey New Energy Materials Co., Ltd., a subsidiary of the company, plans to set up a joint venture with Hubei Wanrun New Energy Technology Co., Ltd., of which the company subscribed for registered capital of 51 million yuan. Hubei Wanrun subscribed and registered 49 million yuan. The funds of the joint venture will be used to build a production line of 100000 tons of iron phosphate. The ferrous sulfate required for the project is supplied by Xiangyang Dragon Python Titanium Industry, a subsidiary of the company, while Hubei Wanrun New Energy provides technical guidance and sales of iron phosphate products.

"Titanium dioxide enterprises have crossed the border one after another is the layout of this industry!

Shengang Securities believes that China's titanium dioxide exports have increased steadily in the past five years, and the outbreak of the epidemic has also contributed to the increase in exports, with exports reaching 1.21 million tons in 2020, an increase of 21 percent over the same period last year. Considering that the consumption growth rate of titanium dioxide is closely related to GDP, with the gradual recovery of the global economy, the demand for titanium dioxide will continue to increase, and the industry business cycle is expected to continue.