Titanium industry "advances by leaps and bounds"

In the past 2020, the development of titanium industry has been fruitful, with an output of more than 110000 tons of sponge titanium, showing the "acceleration" of China's sponge titanium industry. In addition, the production of enterprises in the field of titanium processing is also showing an overall growth trend. It is certain that the COVID-19 epidemic has little impact on the overall development of China's titanium industry, and the titanium industry has entered a peak period of development.

Just entering 2021, the field of titanium sponge is "advancing by leaps and bounds". The news of increasing production, expanding production, new production and even new construction continues continuously. recently, two big news stories are verifying the reporter's analysis.

Since 2020, the reporter has analyzed how to develop the titanium sponge field and how to locate the market price during the 14th five-year Plan period. If the layout of sponge titanium enterprises develops smoothly and energy can be released quickly, dragon python may control the sponge titanium market in the future, which can play a positive role in stabilizing China's titanium industry market. At the same time, the reporter believes that although Sichuan Shengfeng titanium industry now has a sponge titanium production capacity of only 4,000 to 5,000 tons, it may become a rising star in the sponge titanium field during the 14th five-year Plan period.

From January 16 to 17, the titanium industry released two pieces of sponge titanium news in succession, related to Dragon Python Bailey and Sichuan Shengfeng Titanium industry. in addition, a few years ago, Baoti shares reorganized Baoti Huashen, 2020 Western Superconductor, and Western Materials bought shares in Gold and Titanium. in fact, these measures have marked that during the 14th five-year Plan period, the development of the sponge titanium field has entered a new model: restructuring and integration, capital market, and chain development. The flagship "combination fist" improves the ability to resist risks.

On January 16, Guolian shares (603613) issued a notice on the foreign investment of its holding subsidiary, which involves information about the foreign investment of "Sichuan Shengfeng Titanium Industry Co., Ltd.". The message from thousands of listed companies is inconspicuous, but it reveals a big message to the titanium industry: Sichuan Shengfeng titanium industry is officially integrated into the League of Nations shares.

On January 17, Longpython Bailey (002601) announced that the first furnace of titanium sponge was successfully produced by Gansu National Titanium Company of Longbai Group on January 14. As a subsidiary of Longbai Group, it invests money and plans the later development of sponge titanium. It is understood that an annual production capacity of 30,000 tons of rotor-grade sponge titanium will be formed by 2023.

The two news "matrix" are issued by listed companies, the development of titanium sponge is not only scientific and technological, collectivized, but also initially capitalized. Might as well take a closer look at Liaoning, Henan, Sichuan sponge titanium "three plates" capitalization path.

Sichuan plate: Angang Group (000898), Panzhihua Steel Vanadium and Titanium (000629), the "matrix" of Pangang Sponge Titanium is an "aircraft carrier" listed company; the League of Nations shares that invested in Sichuan Shengfeng Titanium Industry are also listed companies.

Liaoning plate: Western Superconductor (688122) and Western Materials (002149), which buy shares in Gold and Titanium, are listed companies; Baoti shares in reorganized Baoti Huashen (600456) are listed companies.

Henan plate: integration of Jinchuan titanium industry, Yunnan Xinli Longyanbaili is a listed company.

The sponge titanium enterprises of the above "three major plates" are "linked" with listed companies, and the development momentum of Shuangrui Wanji of Henan plate and Chaoyang Parkson of Liaoning plate is also very good. It can be seen that during and after the 14th five-year Plan period, China's sponge titanium market will be supported by Liaoning, Henan and Sichuan plates.

In addition, there is another piece of news about the sponge titanium industry in 2021-the first public participation in the environmental impact assessment of the 10,000 tons of sponge titanium project in Zhenhua, Inner Mongolia, indicating that the development of the sponge titanium industry has begun to be "hot" again. History will not be simply repeated, but history is often a mirror. While shining on the development of this industry, history also tells us that titanium seems to be quietly "lively" again.