Lb Group Co.Ltd(002601) on December 13, it was announced that according to the market demand of titanium dioxide and the rise of raw material prices, the company’s price committee decided that since January 1, 2022, the sales price of various models of titanium dioxide (including sulfuric acid titanium dioxide and chlorination titanium dioxide) of the company will be increased by 1000 yuan / ton to various customers in China on the basis of the original price, Increase by $150 / ton for various international customers.
Huaan Securities Co.Ltd(600909) pointed out that on August 25, the Ministry of industry and information technology said in a letter on the reply to the proposal No. 1341 (Gongjiao post and telecommunications No. 197) of the fourth session of the 13th National Committee of the CPPCC that the relevant departments are preparing the national reserve development plan for the 14th five year plan and will fully consider the proposal to include titanium dioxide into the national strategic resource reserve. Titanium dioxide has a wide range of applications. It is an essential industrial raw material for the production of coatings, plastics, papermaking and other products. The state attaches great importance to the development of titanium dioxide industry and actively promotes the industrialization of new processes and comprehensive utilization of resources. The Ministry of industry and information technology pointed out that China’s ilmenite reserves rank first in the world. It is also the largest producer and consumer of titanium dioxide in the world. The market supply is sufficient and the safety guarantee ability is strong.
At the same time, the core of the change in the valuation system of titanium dioxide enterprises lies in the future development direction of enterprises. Leading enterprises are expected to quickly enter the new energy iron phosphate industry through the comprehensive utilization of titanium dioxide industry chain. In the context of the upward prosperity of titanium dioxide, the increasing demand and the limited new supply, the price of titanium dioxide is rising. Some titanium dioxide enterprises, such as Lb Group Co.Ltd(002601) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Anhui Annada Titanium Industry Co.Ltd(002136) , began to enter the field of new energy, produce iron phosphate or lithium iron phosphate, and realize the coupling of titanium industry chain and new energy industry chain. Titanium dioxide enterprises are expected to use by-products such as waste acid and ferrous sulfate as raw materials for the production of iron phosphate to greatly reduce production costs. With the accelerated layout of titanium dioxide enterprises in the field of new energy cathode materials, the titanium dioxide industry chain is expected to usher in value revaluation. It is recommended to invest in titanium dioxide enterprises with cost advantages and accelerate the layout of iron phosphate or lithium iron phosphate materials, and pay attention to Lb Group Co.Ltd(002601) .
Among other listed companies, Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) announced at the beginning of the year that it planned to invest more than 13 billion yuan to build multiple projects, including the lithium iron phosphate project with an annual output of 500000 tons, create a green circular production system, and expand the development of lithium iron phosphate products based on its main business.
Anhui Annada Titanium Industry Co.Ltd(002136) on August 3, it was announced that the second phase of the company’s 50kt / a battery grade nano iron phosphate expansion project has been completed and put into operation recently. The products have been recognized and used by customers, and customers require continuous supply. When the project is completed and put into operation, the iron phosphate capacity of Tongling Nayuan will increase to 50000 tons / year.
(Securities Times)
