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In the past two years, international giants have been operating frequently in capital.
DuPont has split titanium dioxide to prepare for listing, Huntsman acquired Rockwood’s Sakhalib and plans to promote the IPO of the titanium dioxide business, and Coster’s acquisition of Jiangxi Tianguang, the domestic leading company’s move has changed.
It’s jaw-dropping.
On May 6, Baililian (002601, shares it) issued an official notice of the "Progress Announcement Regarding the Suspension of Major Events".
Long-Bai's strong alliance has entered a critical stage.
From the perspective of the scale of production capacity, After the combination of the two, the combined production capacity will reach 630,000 tons, becoming the first in the country and the fourth largest titanium dioxide company in the world, second only to DuPont 1.
16 million tons, Huntsman 902,000 tons and Koster 778,000 tons, occupying the domestic market.
The industry's absolute leading position
.
Secondly, export share is a very important aspect of domestic enterprise marketing.
In 2014, China exported 550,000 tons of titanium dioxide, of which Lomon and Baili jointly exported more than 220,000 tons, accounting for 40% of the total export volume.
Certain influence
.
After the two are combined, they will have the absolute right to speak in the domestic titanium dioxide industry, opening a corner of the industry's integration in 2015, and will inevitably inspire other companies such as China Nuclear Titanium Dioxide (002145, shares), Jinpu Titanium (000545, shares), Pangang Vanadium and Titanium (000629, stocks), Anada (002136, stocks) listed companies and Shandong Dongjia, Dawn and other companies follow suit to accelerate the industry integration process, and the stock market will boost the titanium dioxide during the integration process.
The price rebound
.
Tending to a reasonable market price is the inevitable way for titanium dioxide companies to get out of the predicament and develop rationally
.
It is expected that in 2015, China’s titanium dioxide demand will still maintain a growth rate of about 8%, and exports will continue to maintain high growth.
According to relevant statistics, the supply of new domestic production capacity in 2015 is less than the sum of demand and net exports.
As the price of white powder has entered a trough and is at a historical low level, after the China Titanium Dioxide Industry Association accelerates the gradual implementation of relevant policies and regulations in coordination with various ministries and commissions, the price rise has the conditions and motivation.
The pace of mergers and reorganization of the titanium dioxide industry will accelerate in 2015.
The development of China's titanium dioxide industry will cause drastic changes in the entire international industry structure.
This is the choice of China's titanium dioxide industry and the choice of the national titanium dioxide industry.
A stronger Chinese titanium dioxide industry will usher in brilliance
.