A new wave of rising prices of titanium dioxide hits the titanium dioxide plate and the share price of Tianyuan shares reaches a new high [SMM Express]

Today, the titanium dioxide plate opened actively and rose one after another in intraday trading. By the day's close, Tianyuan shares, Dinglong Culture and Jinpu Titanium Industry were up by the daily limit, Lubei Chemical Industry rose by more than 7%, Longbai Group and Anada rose by more than 6%. China Nuclear Titanium dioxide, Anning shares, Huiyun Titanium Industry and so on have followed.

Recently, the titanium dioxide industry ushered in a new round of price increases. After Longbai Group took the lead in issuing the price increase letter, China Nuclear Titanium dioxide, Huiyun Titanium Industry, Anada and Jinpu Titanium Industry have announced increases in the prices of various types of titanium dioxide, and the titanium dioxide industry has ushered in the eighth round of price increases this year. Among them, Longbai Group raised the sales price of various types of titanium dioxide (including sulfuric acid titanium dioxide and chlorinated titanium dioxide) by 700 yuan / ton to various domestic customers and 100 US dollars / ton to international customers on the basis of the original price. Huiyun titanium industry and Longbai Group increased the same price, increased the sales price of titanium dioxide, domestic customer sales price increased by 700 yuan / ton, international customer export price increased by 100 US dollars / ton. On the basis of the existing sales price of titanium dioxide, medium-core titanium dioxide has comprehensively raised the sales price of various types of titanium dioxide in the company. Among them, the sales prices of domestic customers have increased by 1000 yuan / ton, and the export prices of international customers have increased by US $150 / ton. Anada will raise the sales prices of its main products from September 15, 2021. The domestic sales prices of rutile titanium dioxide and anatase titanium dioxide will be increased by 1000 yuan per ton, and the export price will be increased by 150 US dollars per ton. Since September 15, 2021, Jinpu Titanium Industry has raised the sales price of anatase and rutile titanium dioxide by 1000 yuan / ton to all kinds of domestic customers and US $150 / ton to all kinds of international customers on the basis of the original price.

Earlier, the Ministry of Industry and Information Technology replied to the CPPCC proposal that the relevant departments were preparing the "14th five-year Plan" national reserve development plan and would fully consider the proposal to include titanium dioxide in the country's strategic resource reserves. In order to support the green and healthy development of titanium dioxide industry, the relevant state departments actively build the titanium dioxide industry standard system. The relevant state departments actively promote the comprehensive utilization of titanium ore resources. in the next step, the Ministry of Science and Technology will set up a key special project on the development and utilization of strategic mineral resources to promote the development and application of high-value utilization technology of titanium ore resources. Titanium dioxide may be included in the national strategic resource reserve, which will effectively enhance the overall development of the industry.

Since the beginning of this year, the titanium dioxide industry continued to boom, titanium dioxide prices continued to rise during the year, affected by this, titanium dioxide plate continued to boom, individual stocks performed very well. Today, the original share price hit an all-time high, closing at 17.34 yuan, more than three times higher than at the beginning of the year. In addition, Anada's share price has continued to rise this year, reaching its highest level in a decade since October 2011.

The price increase of titanium dioxide is due to the rapid increase in production costs. Since the beginning of this year, the prices of titanium concentrate and sulfuric acid have continued to rise, driving up the cost of titanium dioxide. And the demand side also continues to be exuberant. Domestic market demand continues to improve, foreign markets are still affected by the epidemic, production capacity devices have not yet returned to normal, to a certain extent stimulated the export of titanium dioxide, the export volume of products continues to increase. At present, enterprises have said that the order is more full. Prior to this, Lubei Chemical said in a survey by investors that a certain amount of titanium dioxide production is expected to be released in the next two years, although the supply increases, but the demand for titanium dioxide is strong, and the price of titanium dioxide is not expected to decline significantly in the future. On the one hand, domestic production has the advantages of cost and environmental protection, and it is a long-term trend to export titanium dioxide instead of foreign titanium dioxide; on the other hand, titanium dioxide can be used as a substitute for lead powder and Lithopone in the future, which expands the use of titanium dioxide. Recently, the prices of ilmenite and sulfuric acid in the upper reaches of titanium dioxide have increased greatly, which provides stable support for the high price of titanium dioxide. It is expected that the price of titanium dioxide products still has some room to rise in the future.

Guojin Securities said that at present, the global supply of titanium concentrate is still tight, and there is little new production capacity of titanium concentrate in the world in the future. It is expected that the high bearing of titanium concentrate will continue to be maintained, and the increase in titanium concentrate production capacity will further enhance the cost advantage of the company's titanium dioxide business.

Jinpu Titanium Industry announced an increase in the price of various types of titanium dioxide.

Anada announces an increase in the prices of various types of titanium dioxide

"another titanium dioxide enterprise announced a price increase! Medium Nuclear Titanium dioxide increases the Price of various types of Titanium dioxide

"A total increase of 6200 yuan / ton Huiyun titanium industry seven price increases this year, a new round of titanium dioxide market may be" on the way "

Longbai Group raises the prices of various types of titanium dioxide and scandium products