[SMM special topic] Titanium dioxide once again set off a "rising tide" the stock price continues to soar! Smell the peak season?

After a short off-season, the titanium dioxide industry has once again ushered in a new round of price increases!

On August 10, Dragon Python, the leader of titanium dioxide, took the lead in issuing a price increase announcement. Subsequently, Huiyun Titanium Industry, China Nuclear Titanium dioxide, and Jinpu Titanium Industry also issued price increase letters one after another:

On August 10, Longbai Group issued a notice to adjust the prices of its various types of titanium dioxide. From now on, the sales price of various types of titanium dioxide (including sulfuric acid titanium dioxide and chlorinated titanium dioxide) has been increased by 200 US dollars / ton to all kinds of downstream customers on the basis of the original price. "the price of titanium dioxide will rise again! Longbai Group raises the prices of its various types of titanium dioxide

On August 11, Huiyun Titanium Industry announced that according to the recent market situation and the actual situation, the Price Committee of Guangdong Huiyun Titanium Industry Co., Ltd. decided to raise the sales price of titanium dioxide on the basis of the existing sales price of titanium dioxide from now on. Among them: the sales price of domestic customers has increased by 1000 yuan / ton, and the export price of international customers has increased by US $200 / ton. "Huiyun Titanium Industry raised the selling price of titanium dioxide and increased its net profit by 132% in the first half of the year.

On August 11, China Nuclear Titanium dioxide announced that according to the recent market situation of titanium dioxide and the rise in the price of raw materials, the Price Committee of China Nuclear Huayuan Titanium dioxide Co., Ltd. decided that from now on, on the basis of the existing sales price of titanium dioxide, comprehensively increase the sales price of all types of titanium dioxide in the company. Among them: the sales price of domestic customers has increased by 1000 yuan / ton, and the export price of international customers has increased by US $200 / ton. "another titanium dioxide enterprise has raised its price! Medium nuclear titanium dioxide announces an upward adjustment in the price of titanium dioxide

On August 12, Jinpu Titanium Industry said that in view of the recent continuous rise in raw material prices and market conditions of titanium dioxide, it was decided by the Price Committee of Jinpu Titanium Industry Co., Ltd. from August 12, 2021, the company's anatase and rutile titanium dioxide sales prices have increased by 1000 yuan / ton to all kinds of domestic customers and $200 / ton to international customers on the basis of the original price.

"add another member to the rising price of titanium dioxide! Jinpu Titanium Industry issues Price increase letter

In addition, recently, Panzhihua Tianhai Technology also announced a product increase of 1500 yuan / ton, while Super Color Environmental Protection and Hunan Chuangda Jade Rabbit announced an increase of 800yuan / ton.

Benefits from related stocks continued to soar:

Driven by the successive price increases announced by enterprises, the titanium dioxide sector in the stock market continued to "high morale", the plate index rose for many days in a row, and the stock prices of enterprises rose one after another.

The half-year results of enterprises have reported good news one after another:

As early as in early July, a number of titanium dioxide enterprises reported good news in their semi-annual performance forecasts one after another. under the influence of rising titanium dioxide prices and rising demand, a number of titanium dioxide enterprises achieved a big increase in net profit in the first half of the year.

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

"[SMM special topic] the stock market has ended in the first half of the year. The share price of nuclear titanium dioxide has risen 130% in half a year. A list of the stock market performance of titanium dioxide enterprises.

The rise in the price of titanium dioxide, the major enterprises have said that the recent titanium dioxide market and raw material prices and other factors.

Fundamentals:

On the news side, recently, Electroweb in Guangxi issued an orderly power consumption notice of avoiding peak load reduction of 3 million kilowatts, and a number of titanium dioxide enterprises took the initiative to adjust production cuts and reduce regional power consumption in a positive response to the government's call. It is understood from the local titanium dioxide factory that this round of production reduction will last for a month, and each factory will reduce production by 30-50% according to its own size, and the output is expected to be affected by 14000 tons.

According to SMM research, the output of titanium dioxide in China in July was 297500 tons, down 5.47% from the previous month and 0.82% from the same period last year. If the output remains unchanged in August, the output of titanium dioxide affected by power cuts accounts for about 4.76% of that month's output, and the impact on the overall supply is relatively limited.

Due to the recent slight rise in the prices of raw materials such as sulfuric acid, some factories have chosen to raise the price of Taibai powder, coupled with the approach of "Golden Nine and Silver Ten", market sentiment has returned to optimism, and the titanium dioxide market is expected to end its weak operation in the middle and second half of this month.

[SMM investigation] grim situation of power restriction concentrated production reduction of titanium dioxide enterprises in Guangxi