The leader of the titanium dioxide industry raises the price again and the industrial chain is expected to usher in a revaluation.

Longbai Group announced that since January 1, 2022, the sales prices of various types of titanium dioxide (including sulfuric acid titanium dioxide and chlorinated titanium dioxide) have been increased by 1000 yuan / ton to all kinds of domestic customers on the basis of the original price. an increase of US $150 / ton for all kinds of international customers.

On August 25, 2021, the Ministry of Industry and Information Technology stated in its reply to the proposal No. 1341 of the fourth session of the 13th National Committee of the Chinese people's political Consultative Conference that the relevant departments are preparing the "14th five-year Plan" national reserve development plan. the proposal to include titanium dioxide in the country's strategic resource reserves will be fully considered. On the whole, titanium dioxide is located in the upstream of lithium iron phosphate. In the production process, titanium dioxide will produce a kind of waste called ferrous sulfate. Ferrous sulfate can be used to produce ferric phosphate with phosphoric acid (or phosphate). Finally, the industrial grade lithium iron phosphate cathode material can be obtained. The agency pointed out that titanium dioxide enterprises are expected to use by-product waste acid and ferrous sulfate as raw materials for the production of ferric phosphate to greatly reduce production costs. Be optimistic about the investment opportunities brought by the revaluation of the titanium dioxide industry chain.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Medium nuclear titanium dioxide plans to produce 335000 tons of titanium dioxide in 2021. The company announced at the beginning of the year that it intends to invest more than 13 billion yuan to build a number of projects, including an annual output of 500000 tons of lithium iron phosphate.

Anada's main products are titanium dioxide series products, and the subsidiary has an annual production capacity of 50,000 tons of ferric phosphate.