Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments
① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.
CITIC China Securities Capital has been fined for investing in 8 foreign funds in violation of regulations involving CNNC's “transfer of finance”
① On the evening of April 19, CNNC Titanium, CITIC Securities, etc. issued a joint announcement stating that they had received the “Advance Notice of Administrative Penalty” from the Securities Regulatory Commission, and that Wang Zelong, CITIC Securities, etc. were fined more than 230 million dollars; ② The market believes that the rapid implementation of preliminary sanctions against CNNC Titanium White's actual controllers and related agencies indicates a shift in management mentality, reflecting the supervisory idea of strict supervision and comprehensive strengthening of penetrating supervision.
The first increase in titanium dioxide after the festival is here! Two international giants also participated in the letter from Longbai Group and CNNC Titanbai's official announcement | Industry News
① Following the “return” of the price adjustment letter between Longbai Group and Huiyun Titanium Industry yesterday, CNNC Titanium Dioxide and Anada announced successive increases in the price of titanium dioxide this afternoon. ② An industry insider told the Financial Federation reporter, “Currently, the domestic titanium concentrate market is strong and improving, and the increase in production costs has forced some titanium dioxide manufacturers to follow the price increase. At the same time, demand for paint and paint in some overseas markets has maintained a growing trend, which has also boosted exports of titanium dioxide.”
Institutions are optimistic about steady growth, and investment opportunities in new materials on the racetrack have received attention
Donghua Science and Technology: won the bid of 1.698 billion yuan methanol comprehensive utilization project general contract project
Donghua Science and Technology announcement, won the bid Anhui carbon Xin Technology Co., Ltd. methanol comprehensive utilization project general contract project (bid paragraph 2: methanol comprehensive utilization project except ethanol joint plant project EPC general contract), won the bid price of 1.698 billion yuan.
The salt lake lithium extraction plate remained in the doldrums in the afternoon.
Salt lake lithium plate continued to be depressed in the afternoon, Chinalco International fell more than 8%, Jiuwu Hi-Tech, Salt Lake shares, Donghua Technology fell.