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At the end of March, with the announcement of a price increase from Huiyun Titanium Industry, the titanium dioxide market officially opened the fourth round of price increases this year
.
It is worth mentioning that since July 2020, titanium dioxide has entered a continuous rising rhythm, and it has continued to this day
.
The increase in cost increases the price of titanium dioxide
The increase in cost increases the price of titanium dioxideprovide support
provide supportJudging from the price increase letters issued by various companies, the domestic sales price of titanium dioxide in this round has increased by 1,000 yuan/ton to 1,500 yuan/ton, and the foreign sales price has increased by 120 dollars/ton to 200 dollars/ton
.
China Nuclear Titanium Dioxide announced that starting from April 6, on the basis of the existing sales price of titanium dioxide, the company will comprehensively increase the sales price of various types of titanium dioxide
.
Zhang Xiaorong, president of the Deepin Science and Technology Research Institute, said in an interview with reporters: "The price of raw materials such as titanium concentrate and sulfuric acid has risen rapidly, resulting in an increase in costs and a greater push to the price of the upstream market of titanium dioxide
.
Zhuochuang Information data shows that as of the end of March, the price of 46% titanium concentrate has increased by 200 yuan / ton from the end of February, and the current average price is 2,300 yuan / ton.
On March 29, domestic mainstream mining companies raised the guide price of titanium ore in April.
200 yuan / ton; the price of sulfuric acid increased continuously in various markets after the return of the Spring Festival, and the increase began to narrow in the middle and late March.
As of the end of the month, the price of sulfuric acid in Shandong increased by 145 yuan / ton to 430 yuan / ton, and the price in East China market rose.
120 yuan / ton to 505 yuan / ton
.
"In addition to the support from the cost side, the monthly price adjustment of Chemours, a large foreign titanium dioxide manufacturer, also gave news support to the domestic titanium dioxide manufacturers to a certain extent, and warmed up for the concentrated increase in the domestic market in April
.
On March 31, Chemours announced that it will increase the sales price of titanium dioxide in China by $200/ton, which will be implemented from May 1
.
According to Zhuochuang Information data, as of the close on March 31, the national average price of rutile titanium dioxide market assessment was 18,875 yuan / ton, an increase of about 5.
55% from the end of February
.
Tian Xiaoyu told reporters that it is expected that the domestic titanium dioxide market price will show a moderate rise in April, and the market price of rutile titanium dioxide is expected to reach 19,300 yuan / ton -19,500 yuan / ton
.
The price of titanium concentrate is likely to remain high and strong, and judging from the statements of mining companies, there is a slight price increase expected at the end of April
.
Performance of related listed companies
Performance of related listed companies"A rising tide lifts all boats"
"A rising tide lifts all boats""The tight supply caused by strong downstream demand is also one of the reasons for the price increase of titanium dioxide
.
" Zhang Xiaorong told reporters
.
The research report of Zhongtai Securities pointed out that with the arrival of the housing completion cycle in China, the demand for titanium dioxide is driven
.
In addition, the foreign trade export market of titanium dioxide maintained a good growth
.
According to the statistics of the General Administration of Customs, the export volume of titanium dioxide in China from January to February 2021 was 201,100 tons, an increase of 15.
50% over the same period in 2020
.
Demand has maintained steady growth, and the inventory of domestic titanium dioxide manufacturers is also relatively tight
.
"In April, foreign trade orders will be gradually released, and some manufacturers' domestic spot supply may return to a tight situation; in addition, some major manufacturers only give domestic agents part of the workload and the brand is 'biased', and the tension of some major products is intensified.
” said Yang Xun, an industry analyst at Yantai Titanium
.
Under the support of cost and supply and demand, the price of titanium dioxide has risen in turn, and the performance of related listed companies has also followed
.
Ananda's 2020 annual report shows that the company achieved operating income of 1.
122 billion yuan, a year-on-year increase of 8.
09%; net profit attributable to shareholders of the listed company was 65.
1104 million yuan, a year-on-year increase of 101.
06%
.
The company stated that in 2020, the company's titanium dioxide production and sales have increased significantly compared with the previous year, and the production has exceeded the plant capacity
.
Regarding the performance of the first quarter, Yao Cheng, chairman of Anadar, said at the performance briefing: "In the first quarter of this year, the titanium dioxide market continued to improve.
The company holds a certain amount of orders, and there is basically no inventory, and the output continues to hit new highs
.
"
CNNC Titanium Dioxide's 2020 performance report and 2021 first quarter performance forecast show that in 2020, the company's operating income was 3.
716 billion yuan, a year-on-year increase of 10.
03%; the net profit attributable to shareholders of the listed company was 475 million yuan, a year-on-year increase of 10.
27%
.
In the first quarter of this year, the company expects to achieve a net profit of 275 million to 332 million yuan attributable to shareholders of listed companies, a year-on-year increase of 70% to 105%
.
CNNC Titanium Dioxide said: "The sales volume of the company's main products in the first quarter has increased significantly compared with the same period last year, and the sales price of the company's main product rutile titanium dioxide has also been raised several times in the first quarter
.
" In the first quarter of 2021, CNNC Titanium Dioxide Bai issued three price adjustment announcements on January 11, February 9 and March 3 respectively.
The domestic sales price increased by 2,500 yuan/ton, and the foreign sales price increased by 430 US dollars/ton
.
According to the 2020 annual report of Anning Co.
, Ltd.
, the largest supplier of titanium concentrate in China, the company achieved a total operating income of 1.
636 billion yuan in 2020, a year-on-year increase of 19.
02%; the net profit attributable to shareholders of listed companies was 701 million yuan, a year-on-year increase of 34.
93%
.
