BK0354 The Concept of Titanium Dioxide
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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.
Donghua Science and Technology: general contract of methanol Comprehensive Utilization Project
Donghua Science and Technology announcement, the company learned from the China Public Service platform for tendering and bidding, China Purchasing and bidding Network, Anhui Provincial tendering and bidding Information Network and other websites that the company was identified as the first winning candidate for the general contracting of the methanol comprehensive utilization project of Anhui carbon Xin Science and Technology Co., Ltd. (bid paragraph 2, EPC general contracting of the methanol comprehensive utilization project except the ethanol joint plant). The tender price is about 1.698 billion yuan.
News flash: steel plate continues to strengthen Jinzhou pipeline trading limit
December 15 news, the iron and steel plate continued to strengthen, as of press time, Jinzhou pipeline rose, Anyang Iron and Steel, Panzhihua Vanadium and Titanium, Fushun Special Steel rose. On the face of the news, Soochow Securities reported that it continued to be bullish on steel stocks in the medium term. In the context of high earnings history and low valuation history, carbon neutralization is likely to bring the industry supply ceiling, coupled with the raw material side once again contributing cost dividends, iron and steel stocks will usher in a wave of performance and valuation of double-rise plate opportunities. Be optimistic about low valuation plate, some high quality long wood and special steel. In the short term, it is the first rare earth iron and steel double leader Baotou Steel, pure steel shares Valin Iron and Steel, New Steel, Baosteel.
Medium nuclear titanium dioxide: increase the sales price of various types of titanium dioxide from next year
December 14 news, China Nuclear Titanium dioxide announcement, from January 1, 2022, a comprehensive increase in the company's various models of titanium dioxide sales prices. Among them: the sales price of domestic customers is increased by 1000 yuan / ton, and the sales price of international customers is increased by US $150 / ton.
Huiyun Titanium Industry: increase the sales price of titanium dioxide from next year
December 14 news, Huiyun titanium industry announcement, from January 1, 2022, on the basis of the existing titanium dioxide sales price, increase the company titanium dioxide sales price. Among them: the sales price of domestic customers is increased by 1000 yuan / ton, and the export price of international customers is increased by US $150 / ton.
The trading limit of December 15, 2021 already knows that the seven benefits are expected to be fermented.
December 14 news, there are seven positive may affect tomorrow's stock market, specifically: Accor Group: plans to subscribe for Australian EV shares Development Lithium Resources Group (002497) announced on the evening of December 14, the company's wholly-owned subsidiary Yahhua International intends to subscribe for 80 million shares of Australia EV Resources Limited at A $0.045 per share, accounting for 9.5% of the total share capital of EV. A total of A $3.6 million will be contributed in the form of cash. The main purpose of the option is to jointly develop its existing lithium resources with EV. Xiamen tungsten industry
Medium nuclear titanium dioxide: increase the sales price of various types of titanium dioxide from January 1, 2022
China Nuclear Titanium dioxide announcement, from January 1, 2022, a comprehensive increase in the company's various types of titanium dioxide sales prices. Among them: the sales price of domestic customers is increased by 1000 yuan / ton, and the sales price of international customers is increased by US $150 / ton.
Huiyun Titanium Industry: increase the sales price of titanium dioxide from January 1, 2022
Huiyun titanium industry announcement, from January 1, 2022, on the basis of the existing titanium dioxide sales price, increase the company titanium dioxide sales price. Among them: the sales price of domestic customers is increased by 1000 yuan / ton, and the export price of international customers is increased by US $150 / ton.
News flash: titanium dioxide plate opened up Tianyuan shares up more than 7%
December 14 news, titanium dioxide plate opened up, as of press release, Tianyuan shares rose more than 7%, medium nuclear titanium dioxide, Anada, Longbai Group, Lubei Chemical followed. On the news side, Longbai Group will raise the sales price of titanium dioxide from next year.
On December 14, 2021, the rise and suspension of the market already knew: the seven major benefits are expected to ferment
On December 13, it was reported that seven major benefits may affect tomorrow's stock market. Specifically, Zhongwei Co., Ltd.: Signing an investment agreement for the Finnish precursor project Zhongwei Co., Ltd. (300919) announced on the evening of December 13 that Zhongwei Hong Kong New Energy, a wholly-owned subsidiary of the company, and Finnish Mining Group and its subsidiary Finnish Chemicals Co., Ltd. recently signed an investment agreement for the Finnish precursor project. According to the investment agreement, the project company plans to build a high-nickel ternary semiconductor production base with an annual output of no more than 120,000 tons in Hamina, Finland. One phase with an annual output of 20,000 tons is expected to have a production capacity of 2024
On December 7, 2021, the trading board already knew that the seven benefits are expected to be fermented.
December 6 news, there are seven good may affect tomorrow's stock market, specifically: health yuan: proposed 300 million yuan-600 million yuan to buy back shares to reduce registered capital health yuan announcement, proposed to use 300 million yuan-600 million yuan to buy back shares, the repurchase price does not exceed 15 yuan per share, the repurchased shares will be used to reduce the company's registered capital. Jinling Pharmaceutical Co., Ltd.: Tianfeng Pharmaceutical Factory has been included in the scope of land expropriation and signed the compensation agreement for demolition. Jinling Pharmaceutical Co., Ltd. is located in Jinling Pharmaceutical Co., Ltd., Zhejiang Tianfeng Pharmaceutical Factory, 518 Daheng Road, Huzhou Economic and technological Development Zone, due to the need of Huzhou Fenghuangwan Project.
Kuncai Technology: it is planned to invest 3 billion yuan to build a new titanium dioxide project with an annual output of 600000 tons.
Kuncai Science and Technology announcement, plans to start investment in the construction of an additional 600000 tons of titanium dioxide project, the total investment of the project is expected to 3 billion yuan.
Longbai Group: a total of 3 billion yuan will be invested in the capacity expansion project of post-treatment of lithium iron phosphate and titanium dioxide.
Longbai Group announced that it plans to invest and build an annual production capacity of 150000 tons of battery-grade lithium iron phosphate project and titanium dioxide post-treatment expansion project (200000 tons / year) in Nanzhang County, with a total investment of 3 billion yuan.
Huiyun Titanium Industry: shareholder Chaoyang Investment plans to reduce its holdings by no more than 4.5%.
Huiyun Titanium Industry: shareholder Chaoyang Investment plans to reduce its holdings by no more than 4.5%.
News flash: phosphorus chemical sector pulled up in the afternoon Xinhua shares rose more than 7%
December 1 news, the phosphorus chemical sector picked up in the afternoon, as of press release, Xinhua shares rose more than 7%, Hubei Yihua, Lubei Chemical, Jinxin rose. On the news side, East Asia Qianhai Securities said that the traditional phosphorus chemical industry is a cyclical industry, the degree of prosperity has a certain periodicity. While lithium iron phosphate will maintain high growth driven by the growth of new energy vehicles and energy storage demand, thus prolonging the prosperity time of the phosphorus chemical industry. On the other hand, the valuation of the new energy materials track is high, which promotes the valuation of the phosphorus chemical industry. The median valuation of phosphorus chemical enterprises is only 20.6 times, while that of new energy materials enterprises is about 6.