[SMM special topic] the titanium dioxide industry is booming. A number of enterprises forecast that the profits of Jinpu titanium industry will increase by more than 10 times.

Recently, a number of titanium dioxide companies have issued performance forecasts for the first half of the year. Since the beginning of the year, titanium dioxide prices have continued to rise, and many enterprises have issued price adjustment letters to raise the prices of various types of titanium dioxide. According to SMM, since the beginning of January, Longpython has raised the price of titanium dioxide six times, while other titanium dioxide enterprises have also raised the price of titanium dioxide for many times. As of June 25, the average spot price of SMM rutile titanium dioxide was 21250 yuan / ton, which was much higher than that at the beginning of the year. Benefiting from the continuous increase in demand for titanium dioxide and rising prices in the first half of the year, the performance forecasts of various enterprises are bright.

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[Huiyun Titanium Industry]

It is estimated that the net profit attributable to listed shareholders in the first half of 2021 is 90 million yuan to 113.5 million yuan, an increase of 92.94% 143.32% over the same period last year.

Huiyun Titanium Industry said that during the reporting period, the company promoted the construction of technological transformation and fund-raising projects in an orderly manner. With the trial production of the first phase of the project construction of 80,000 tons / year plastic grade rutile titanium dioxide post-treatment reconstruction and expansion project (with a post-treatment capacity of about 30,000 tons), the production capacity has been gradually released.

[Jinpu Titanium Industry]

It is estimated that the net profit attributable to shareholders of listed companies in the first half of 2021 is 86.6029 million yuan to 90.9115 million yuan, an increase of 1105% to 1155% over the same period last year. Jinpu Titanium Industry said that in the first half of 2021, the sales price of titanium dioxide, the company's main product, increased many times, resulting in an increase in net profit.

[Panzhihua Iron and Steel Co., Ltd.]

It is estimated that the net profit attributable to shareholders of listed companies in the first half of 2021 is 450 million yuan to 530 million yuan, an increase of 426% to 519% over the same period last year. The main reasons are:

(1) during the reporting period, the company's titanium dioxide market was in a strong business cycle, and the vanadium product market continued to improve. The company seized the favorable opportunity of the market to do a good job in the connection between production and marketing, and the price and sales volume of vanadium and titanium products increased significantly compared with the same period last year.

(2) during the reporting period, the overall operation of the company was good and the cost reform was continuously promoted.

(3) deeply tap the internal potential, strictly implement measures to reduce costs and increase efficiency, and enhance profitability;

[Dragon Python]

It is estimated that the net profit attributable to shareholders of listed companies in the first half of 2021 is 2.3272206 billion yuan to 2.9736708 billion yuan, an increase of 80% to 130% over the same period last year.

During the reporting period, the company's main product titanium dioxide market was in a strong business cycle, the sales price increased more than the same period last year, and the utilization rate of existing titanium dioxide capacity increased, especially the company's chlorination production capacity was effectively released. Although the price of raw and auxiliary materials has also risen sharply, the competitive advantage of the company's vertical integration of the whole industry chain is fully apparent, which promotes a significant increase in the company's net profit compared with the same period last year.

It is reported that since the beginning of this year, Dragon Python has issued six announcements to raise the prices of its various models of titanium dioxide.

[medium nuclear titanium dioxide]

It is estimated that the net profit belonging to shareholders of listed companies in the first half of 2021 is 612.8501 million-735.4201 million yuan, an increase of 150%-200% over the same period last year.

China Nuclear Titanium dioxide said that during the reporting period, the company's main product rutile titanium dioxide market was in a strong business cycle, products were in short supply, and sales prices increased greatly compared with the same period last year. During the reporting period, at the level of operation and management, the company strictly controlled the cost of titanium dioxide in the changeable upstream and downstream market environment by locking in low-cost bulk raw materials; adjust the marketing strategy in real time according to the market situation: actively investigate the market and related policy guidance and other influencing factors, analyze and understand the market situation in time, timely adjust the ex-factory price and sales policy of products, and enrich the variety of products to better meet the market demand.

At present, the titanium dioxide market is still hot, and the price of titanium dioxide is expected to rise further. With the arrival of the semi-annual report, it is expected that more enterprises will hand over bright revenue.