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It is reported that titanium dioxide is the world's most important white pigment chemical product, with a hundred years of product development history. Its downstream mainly in the coatings, plastics, paper and other industries. The demand is mainly affected by industries such as real estate, automobiles and infrastructure.
“The sales of domestic real estate and new start-up data gradually improved, stimulating domestic demand to gradually bottom out; overseas real estate industry has gradually come out of the trough, driving the continuous increase in exports of titanium dioxide; demand for titanium dioxide in the automotive, plastic, paper and other industries to maintain a stable trend "An analysis by Guo Jinwen, an analyst at Guojin Securities, expressed this.
He Guowen believes that the main contradiction in determining the current boom in the titanium dioxide industry is from the supply side. The industry's "supply-side" reform can be promoted quickly and efficiently thanks to three major factors: First, the continuous shutdown of overseas production capacity. Second, the elimination of backward production capacity under the pressure of domestic environmental protection; third, the speed of consolidation of domestic industries.
The above three aspects have a synergistic effect on the supply side of the industry. Therefore, He Guowen believes that the price of titanium dioxide is expected to continue to rebound. It is recommended to pay attention to relevant standards in the industry: Lilien, Ananda, Jinpu Titanium, and China National Nuclear Titanium Dioxide. The price of titanium dioxide will increase by RMB 1,000/ton, which will increase EPS. It is 0.3 yuan, 0.31 yuan, 0.08 yuan and 0.09 yuan.
The good news in these industries has already been reflected in the A-share market. Yesterday, Lili United gained 7.16%, and China Nuclear Titanium Limit Co., Ltd. closed daily. Annada and Jinpu Titanium rose 6.33% and 4.38% respectively.
Although the price adjustment is conducive to improving business performance, it is mixed in terms of the current announcement. The good news is: Yanli Lian expects net profit attributable to shareholders of listed companies from January 2016 to June 2016 to be RMB 69,947,600 to 93,264,400 yuan, an increase of 50% to 100% year-on-year; Annada expects January to June 2016 The net profit attributable to the shareholders of the listed company was between 0 and 5 million yuan, which means that it turned profitably into profits.
The concern is: CNI Titanium Dioxide expects net profit of -65 million to -50 million yuan from January to June 2016; Jinpu Titanium expects net profit attributable to shareholders of listed company from January to June 2016 to be 3,300 to 3,800. Ten thousand yuan, a decrease of 41.63% over the same period of the previous year to 49.31%.
Titanium dioxide industry continues to improve
On the 6th, the titanium dioxide industry leader Longyi Titanium issued a price adjustment announcement. From now on, the price of rutile titanium dioxide will be raised not more than 800 yuan/ton for different domestic direct customers, and will be raised by US$80/ton for international customers. On the 5th, Guangdong Huiyun Titanium Industry Co., Ltd. announced that its ex-factory price per ton of rutile titanium dioxide increased by 500 yuan. This is the second time this year, domestic and foreign titanium dioxide companies have raised their prices again. Titanium dioxide prices have been established for the eighth time during the year.