[hot stocks] the concept of titanium dioxide pulls up the dragon python by 9% for the booming industry in tight demand.

Today, the three major indexes opened low, after the opening of the index concussion pull, the three major indexes once turned red, the creation index, deep index disk hit a five-year high. On the disk, the dairy industry and liquor plate rose, while the coal plate led the decline. As of the close, the Prev index rose 0.73% to close at 3528 points, the Shenzhen Composite Index rose 2.16% to close at 15147 points, and the gem index rose 0.65% to close at 3097 points. Among them, titanium dioxide plate all the way up, by the end of the day, titanium dioxide plate at 954.19, an increase of 3.37%, dragon python Bai Li rose 8.97% 13 stocks 12 floating red.

According to recent reports, on December 28, 2020, Panzhihua hai Fengxin issued a price adjustment letter that titanium dioxide was raised by 600 yuan per ton. On December 30, 2020, Qianjiang Fangyuan titanium dioxide announced that the price of titanium dioxide would be increased by 800 yuan per ton from January 1, 2021, and the price of multi-series titanium dioxide would be increased from January 1, 2021. In foreign countries, on November 30, 2020, Venator Materials Company announced that it would raise the price of titanium dioxide worldwide from January 1, 2021.

At present, the titanium dioxide industry is booming, according to the National Gold Securities Research report, on the supply side, there is almost no new production capacity of titanium dioxide in the future; on the demand side, the demand for titanium dioxide in overseas developing countries is accelerating, and the domestic demand for titanium dioxide is growing steadily. Superimposed with the contraction of overseas titanium dioxide production and the improvement of domestic titanium dioxide technology, exports will contribute to the largest increase in China's titanium dioxide demand in the future. From the raw material point of view, it is expected that the supply of titanium ore will continue to be tight to support the prosperity of the titanium dioxide industry, and is optimistic that the titanium dioxide industry will rise.

Guojin Securities believes that on the demand side, the short-term stable pattern of rutile titanium dioxide depends on foreign trade export orders, while anatase titanium dioxide mainly depends on domestic demand, which is currently in the off-season of domestic titanium dioxide consumption, and enterprises appropriately control the operating rate. At the raw material end, the owners of anatase titanium dioxide enterprises with sulfuric acid process have to face cost pressure, even if they put aside ore climbing and choose other channels to obtain raw materials, the prices of other mines are also rising, and enterprises have to relax the index requirements for raw materials in order to reduce costs, making production more difficult. At present, the domestic market of titanium dioxide is stable, the overseas demand is stable, and the price of titanium dioxide is expected to continue to operate at a high level.

Since the end of the year, the concept of titanium dioxide has continued to rise, and Longyanbaili has also risen for three consecutive days. Longyanbaili is the leading enterprise in the titanium dioxide industry, and the company is the first in Asia and the third largest titanium dioxide manufacturer in the world. it is also the only enterprise in China that has mastered large-scale boiling chlorination technology. Earlier, the company released its quarterly report showing that revenue in the first three quarters of 2020 was about 9.898 billion yuan, up 19.67 percent from the same period last year; net profit was about 1.95 billion yuan, down 5.62 percent from the same period last year; and basic earnings per share was 0.96 yuan, down 7.69 percent from the same period last year. According to New Times Securities, Dragon Python is the first enterprise in China to master the large-scale production of titanium dioxide by chlorination process, and in the future it will form a production capacity of 600000 tons of titanium dioxide by sulfuric acid process and 600000 tons of titanium dioxide by chloride process, which is comparable to the international giant of titanium dioxide; at the same time, relying on the advantages of the whole industry chain and the layout of metal titanium business, it will become a giant in the global titanium industry.