[hot stocks] the intensive price rise of titanium dioxide enterprises promotes the heating up of the industry in the peak season.

Today, titanium dioxide plate continued to rise, by the end of the day, titanium dioxide plate as a whole rose 2.19%. In terms of individual stocks, China Nuclear Titanium dioxide and Dragon Python rose more than 5%, while Huiyun Titanium Industry, China Nuclear Titanium dioxide, Zhenhua shares, Kaisheng Technology and Jinpu Titanium Industry rose more than 2%.

It is reported that from April 9 to 10, the second council of the titanium dioxide industry technological innovation strategic alliance was held in Ningbo and assigned four key tasks of the alliance expert committee this year. The first is to carry out a series of training in technology and management, the second is to enhance the ability of accurate service, the third is to strengthen industry-university-research cooperation, and the fourth is to strengthen the building of experts. Among them, it is proposed that with the titanium dioxide alliance as the cooperation platform, the expert committee will undertake the strategic organization and planning of industry-university-research cooperation in the titanium dioxide industry, and carry out strategic cooperation with scientific research institutions and related enterprises. focus on solving the key difficulties that have plagued the survival, development and operation quality of the industry for a long time.

Since April, a number of titanium dioxide companies, such as medium Nuclear Titanium dioxide, Huiyun Titanium Industry, Jinpu Titanium Industry and so on, have issued price increase letters one after another. According to the Tianfeng Securities Research report, at present, due to a substantial recovery in the automobile, paint, white goods, papermaking, household goods and other industries, the application of titanium dioxide in the above fields is irreplaceable, and the market is heating up rapidly in the peak season. therefore, titanium dioxide manufacturers are full of production and sales, and the weekly warehouse is slightly reduced on the basis of low level.

The price of titanium dioxide has risen again since the beginning of this month. As of today's SMM data, anatase titanium dioxide was at 18250 yuan / ton, up 2250 yuan / ton, or 14%, compared with 16000 yuan / ton at the end of March.

According to Southwest Securities, from January to March in 2021, titanium dioxide production was 943000 tons, + 41.5% year-on-year; exports were 201000 tons, + 15.5% from January to February; titanium ore and concentrate imported 631000 tons, + 14.8% year-on-year. Southwest Securities pointed out that under the background of unstable start-up of foreign titanium dioxide manufacturers due to raw material problems, and rising demand at home and abroad, coupled with the cost support given by the high price of titanium concentrate, the titanium dioxide industry has ushered in four rounds of price increases and is about to break through the all-time high.

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