In the afternoon of January 5, the concept of titanium dioxide was changed. As of press time,Zhongnuo Titanium DioxideRose more than 9%,Huiyun Titanium Industry、Jinpu Titanium、AnadaMany stocks are among the top gainers.
On the evening of January 4, the leading enterprise of titanium dioxideJinpu TitaniumAnnounced that starting from January 5, 2022, the company’s sales price of anatase and rutile titanium dioxide will be increased by 1,000 yuan/ton for various domestic customers and 150 US dollars/ton for international customers on the basis of the original price.
Before that,Longbai Group、Zhongnuo Titanium Dioxide、Huiyun Titanium IndustryAnd other listed companies announced that starting from January 1, 2022, the sales price of various types of titanium dioxide will be increased, and the price increase will also be 1,000 yuan/ton.
According to the latest quotation data of the Business Club, on December 11, 2021, the rutile titanium dioxide price was 19,500 yuan/ton. According to the above-mentioned price increase, the quotation of rutile titanium dioxide will return to the 20,000 yuan/ton mark.
At the same time, a number of leading companies have recently released the 2021PerformancePreview.
AnadaThe company is expected to achieve in 2021Net profit169 million yuan to 202 million yuan, a year-on-year increase of 160%-210%;
Zhongnuo Titanium DioxideIt is expected to become a listed company in 2021shareholderThe net profit of about 1.188 billion yuan to 1.426 billion yuan, a year-on-year increase of 150% to 200%;
Longbai GroupIt is estimated that the net profit attributable to shareholders of listed companies will be approximately 4.577 billion yuan to 5.722 billion yuan in 2021, a year-on-year increase of 100% to 150%.
Huaan SecuritiesSaid that the core of the changes in the valuation system of titanium dioxide companies lies in the future development direction of the company, and leading companies are expected to quickly enter the new energy iron phosphate industry through the comprehensive utilization of the titanium dioxide industry chain.Some titanium dioxide companies such asLongbai Group, China Nuclear Titanium Dioxide,AnadaStart to enter the new energy field, produce iron phosphate or lithium iron phosphate, and realize the coupling of the titanium industry chain and the new energy industry chain.
The agency believes that as titanium dioxide companies accelerate their deployment in the field of new energy cathode materials, the titanium dioxide industry chain is expected to usher in a value revaluation.
(Article source: China Business News)
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