[hot stocks] the titanium dioxide plate strengthened and many stocks pulled up the supply and demand side, causing prices to rise again.

Today, the three major indexes are divided after opening low, and the creative index is relatively strong. After opening, the red rose more than 1%, the Prev fell, the novel coronavirus test plate strengthened, and the e-cigarette plate pulled up. After that, the creation index fell back, the Prev and Shenzhen Composite Index continued to decline, the Prev fell more than 1 per cent and fell 3600 points, the market atmosphere began to cool, the wait-and-see situation of funds increased, and individual stocks fell generally. In terms of the plate, the titanium dioxide plate rose, the medium-core titanium dioxide rose by the daily limit, Jinpu titanium industry and Huiyun titanium industry once rose by more than 4%, and Anada, Anning shares, Longyanbaili and so on followed the rise.

Since late January this year, the titanium dioxide plate has continued to rise, and the price of titanium dioxide has also risen sharply. According to the Cinda Securities Research report, since 2020, the price of titanium concentrate has risen by about 50% from 1350 yuan / ton at the beginning of the year. The current price is about 2050 yuan / ton. The recovery of the global economic Synchronize in 2021 leads to the rapid growth of demand, the depletion of titanium ore resources and the limited new production capacity lead to less elasticity of supply, the superimposed industrial chain enters the active replenishment cycle, and the gap between supply and demand of titanium ore is expected to continue to maintain. promote the price of titanium ore to continue to rise, and is expected to hit a new high.

Titanium dioxide is an important inorganic chemical pigment, which is mainly composed of titanium dioxide. The production process of titanium dioxide includes sulfuric acid method and chlorination process, which has important applications in paint, ink, papermaking, plastic and rubber, chemical fiber, ceramics and other industries. January 11, Anada, Huiyun titanium industry two companies announced an increase in the price of titanium dioxide, titanium dioxide to meet a new round of price increases.

On the supply and demand side, Cinda Securities believes that 90% of the downstream of titanium ore is concentrated in the titanium dioxide field, and the terminal demand is mainly concentrated in real estate, automotive and other fields. Titanium dioxide consumption is positively correlated with GDP. With the gradual landing of the vaccine, the recovery of the global economic Synchronize, and the active replenishment of the industrial chain, the demand for titanium dioxide in 2021 is expected to exceed the historical natural growth rate of 2-3%. From the perspective of terminal demand, the automotive industry and US real estate have ushered in an upward inflection point, and traditional fuel vehicles and new energy vehicles will usher in demand resonance in 2021. At the same time, the low inventory and high scenery of American housing will accelerate US real estate investment in 2021, which in turn will lead to the growth of titanium dioxide demand. On the supply side, the depletion of global titanium mine resources is serious in recent years, but the new mine production capacity is very limited.