Guohai Securities gives Longbai Group a buy rating: Titanium dioxide’s leading position consolidates new energy materials and opens up new growth space – yqqlm

　　Guohai SecuritiesOn April 14th, a report titled “Titanium Dioxide Leading Position Consolidates, New Energy Materials Opens New Space for Growth”Research reportsay, giveLongbai Group(002601.SZ, latest price: 21.38 yuan) Buy rating.The reasons for the rating mainly include: 1) The volume and price of titanium dioxide have risen, helping the companyperformanceReach new heights; 2) Q4 in 2021; 3) The production capacity of high-end titanium chloride will continue to expand, and the leading position of titanium dioxide will continue to be consolidated; 4) Cooperation in lithium ore prospecting,Battery5) The new energy project is progressing smoothly, and downstream verification and cooperation are accelerated; 6) The continuous expansion of sponge titanium production capacity is expected to bring new highlights to the performance; 7) The R&D investment continues to increase, and the company’s core competitiveness continues to grow 8) High capital expenditure highlights growth potential, and equity investment enhances industry influence.Risk warning: policy implementation, new production capacity construction progress is not up to expectations, new production capacity contribution performance is not up to expectations, raw material price fluctuations, environmental protection policy changes, sharp economic downturn, originaloil priceThe grid shook sharply.

AI comments:Longbai Group4 copies in the past monthbrokerageThe research report is concerned, 3 are bought, and 1 is strongly recommended.

(Article source: Daily Economic News)

Article source: Daily Economic News

Responsible editor: 436

Original title: Guohai Securities gave Longbai Group a buy rating: the leading position of titanium dioxide has been consolidated, and new energy materials have opened up new growth space