Due to the tight supply, Dingxing Titanium Industry Co., Ltd. and Tianlun Titanium Co., Ltd. in the Panzhihua area of ​​Sichuan Province raised the price of the sharp titanium dioxide powder from 8,500 yuan per ton to 9,000 yuan per ton, or 5.88%.
Analysts revealed that there was a line stoppage in the Tianlun Titanium industry. The start-up of Dingxing Titanium Industry was not high. Anatase stopped production more, and supply decreased, resulting in a tight supply of anatase. It is understood that there are some manufacturers tight supply of anatase products, some companies said that prices will be raised again in recent days, and are not in a hurry to ship. However, the above analysts also said that due to little change in demand, so the opportunity for continued growth in the later period is not high.
The analysts also said that the sharp titanium dioxide is not yet a mainstream product, but it accounts for 75% of the rutile titanium dioxide. Due to the high production capacity, inventory and production are difficult to reduce, and there are still no signs of price increases.
The price increase calls Jinpu Titanium (000545.SZ) and Annada (002136.SZ). As of press time, the Jinpu Titanium phone is still unanswered. An informed person from Annada stated that the price issue is the responsibility of the sales department and it is not clear.
Some analysts pointed out that last year the price of anatase titanium dioxide continued to decline, and the industry suffered major losses. The main producing areas such as Guangxi, Yunnan, and Panzhihua in Sichuan all had an anatase producer stop production, and some small and medium-sized enterprises had already withdrawn from the market. The accelerated contraction of production capacity, coupled with low downstream inventory, is widely believed in the industry to have bottomed out. This statement has also been approved by many analysts in the industry. "The bottom is true."
It is reported that among the major titanium dioxide listed companies in the two cities, the revenue of Jinpu titanium anatase products accounted for nearly 40%, and that of Ananda accounted for about 16%.
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