Leading companies have raised prices, and the concept of titanium dioxide has risen collectively

Release date：2021/10/11

Leading company raises prices again

On the news, after Longbai Group and China Nuclear Titanium Dioxide, Huiyun Titanium Industry and Ananda also announced the price increase of titanium dioxide. At this point, the titanium dioxide leader ushered in the eighth round of price increases this year.

Huiyun Titanium Industry announced on the evening of September 14 that the company's price committee decided to increase the company's sales price of titanium dioxide based on the current sales price of titanium dioxide from now on. Among them, the sales price for domestic customers is raised by RMB 700/ton, and the export price for international customers is raised by USD 100/ton.

Ananda announced on the evening of the same day that, based on the recent domestic and international market demand for titanium dioxide and the increase in raw material prices, the company decided to increase the sales prices of its main products, rutile titanium dioxide and anatase titanium dioxide from September 15, 2021. Domestic sales prices are raised by 1,000 yuan/ton, and export prices are raised by US$150/ton. So far, on the basis of the price increase on August 12, 2021, the company raised the prices of main products again. The prices of rutile titanium dioxide and anatase titanium dioxide were both raised by 2,000 yuan/ton, and the export price was raised by US$350/ton. .

China Nuclear Titanium Dioxide announced on the evening of the 13th that according to recent titanium dioxide market conditions and raw material price increases, the company's price committee decided to increase the company's various types of titanium dioxide sales prices from now on based on the existing titanium dioxide sales prices. Among them, the sales price for domestic customers is increased by RMB 1,000/ton, and the export price for international customers is increased by USD 150/ton.

Longbai Group also announced in the evening that from now on, the sales price of the company’s various types of titanium dioxide (including sulfuric acid method titanium dioxide and chloride method titanium dioxide) will be increased by RMB 700 per ton to various domestic customers on the basis of the original price. All types of customers are raised by US$100/ton.

Or be included in the national strategic resource reserve

Titanium dioxide has a wide range of applications and is an indispensable industrial raw material for the production of coatings, plastics, paper and other products. The state attaches great importance to the development of the titanium dioxide industry, and actively promotes the industrialization of new processes and the comprehensive utilization of resources.

On August 25th, the Ministry of Industry and Information Technology stated in the letter regarding the response to the proposal No. 1341 (Gongjiao, Post and Telecommunications No. 197) of the Fourth Session of the 13th National Committee of the Chinese People’s Political Consultative Conference that the relevant departments are preparing for the “14th Five-Year Plan”. The reserve development plan will fully consider the suggestion of including titanium dioxide into the national strategic resource reserve.

The Ministry of Industry and Information Technology pointed out that my country's ilmenite reserves rank first in the world, and it is also the world's largest producer and consumer of titanium dioxide, with sufficient market supply and strong security guarantee capabilities. At present, the National Development and Reform Commission, the Ministry of Finance, the Bureau of Food and Material Reserves, together with relevant departments, are preparing the "14th Five-Year" National Reserve Development Plan. When determining the "14th Five-Year" National Reserve Product Catalog, they will fully consider the suggestions and in-depth Carry out research and demonstration. Relevant national departments actively promote the comprehensive utilization of titanium ore resources. The next step is to set up a key special project of "strategic mineral resource development and utilization" by the Ministry of Science and Technology to promote the development and application of high-value titanium ore resources.

In order to support the green and healthy development of the titanium dioxide industry, relevant state departments are actively constructing a titanium dioxide industry standard system. At present, "Titanium Dioxide Pigment", "Titanium Dioxide for Cosmetics", "Nano Titanium Dioxide", "National Food Safety Standard Food Additive Titanium Dioxide", "Titanium Dioxide Energy Consumption Quota per Product", "Technical Conditions of Titanium Dioxide for Plastic Profiles", etc. Standards, two industry standards are being prepared: "Evaluation Requirements for Green Factories in the Titanium Dioxide Industry" (2019-0052T-HG) and "Methods for the Treatment and Disposal of Waste Sulfuric Acid Produced in the Process of Titanium Dioxide (Titanium Dioxide) Production" (2020-0423T-HG) . In the next step, the Ministry of Industry and Information Technology will actively promote industry associations and standardization technical organizations to further accelerate the development of relevant standards for the titanium industry, encourage the establishment of local emission standards, actively participate in the formulation of international standards, continuously improve the standard system, and optimize adjustment and transformation for the titanium dioxide industry. Upgrade to provide technical support.

Industry chain will welcome value revaluation

Huaan Securities pointed out that the core of the change in the valuation system of titanium dioxide companies lies in the direction of the company's future development. Leading companies are expected to quickly enter the new energy iron phosphate industry through the comprehensive utilization of the titanium dioxide industry chain. In the context of rising prosperity of titanium dioxide, increasing demand and limited new supply, the price of titanium dioxide continues to rise. At the same time, some titanium dioxide companies such as Longbai Group, China Nuclear Titanium Dioxide, Anada, etc. have begun to enter the new energy field, producing iron phosphate or lithium iron phosphate, to realize the coupling of the titanium industry chain and the new energy industry chain. Titanium dioxide companies are expected to use by-product waste acid and ferrous sulfate as raw materials for the production of ferric phosphate, greatly reducing production costs. As titanium dioxide companies accelerate their deployment in the field of new energy cathode materials, the titanium dioxide industry chain is expected to usher in a value revaluation.