For recent prices rising titanium industry for, Vietnam will end in 2011 at the end of the titanium concentrates and its products export of news is a "heavy bomb" undoubtedly. Analyzed that, because our country to Vietnam titanium ore rely on, the material of titanium dioxide may be affected by this prices, but in the downstream of the boost demand, titanium dioxide company's performance is still worth looking forward to it.
At present, 90% of the world's titanium used in the production of titanium dioxide, China raw materials about half or so titanium dependence on imports, with 41% of them coming from Vietnam. Saddle ridge metal industry analysts to bashan information to tell a reporter, the news of the export ban titanium mine in Vietnam is not the first time, in 2008, Vietnam has announced that titanium concentrates the export of end thumb news, but it did not terminate export, every year or really will have certain of the export quotas. This may be the situation in Vietnam to throw out a chip. Therefore, this event on Chinese titanium concentrates market influence may have more degree is psychology influence. And, at present domestic titanium dioxide producers are trying to in South Africa, Australia, India, looking for new titanium ore supplier to reduce to Vietnam titanium ore excessive dependence on.
It is reported, the global titaniferous resources mainly concentrated in South Africa, Canada, India, Australia and the titanium concentrates by market stress influence, other origin substitution effect of titanium ore price has turned for the better. China ferroalloy industry analyst LiHaiFei online titanium, titanium dioxide in domestic producers introduced, only pangang vanadium, titanium of their own titanium concentrates more by Vietnam, the above policy less effect.
Although the titanium concentrates prices, make the cost of titanium dioxide downstream enterprise rising, but benefit from downstream demand a greater degree of boost, related performance of company of titanium dioxide, is pretty good. According to the analysis ShiZu wide flat hongyuan securities is introduced, in the whole titanium industry industrial chain, and the titanium dioxide prices before the titanium concentrates the rise in price.
To delete in real estate and cars, said the industry such as lead, in recent years the titanium dioxide downstream coating the rapid development of the market, the market demand increasing. With domestic construction of affordable housing, the future market is large titanium dioxide downstream is expected to pull. In addition, the international titanium dioxide giant such as dupont, raise the price of titanium dioxide unceasingly, the domestic market of titanium dioxide also play a very good rallied to use.
The domestic leading enterprise of titanium dioxide annapurna last year rose 132%, net profit growth of 148% in the first quarter of this year to continue, reason is because the product sale price and raw materials purchasing prices are rising up is larger, and the price of product or greater than costs rise, comprehensive gross margin increased by 2.89%.
Located in gansu's ST titanium dioxide * (8.72, 0.42, 5.06%) because of shipping costs relatively high performance, rallied in seems to is not obvious. According to familiar with the company of the personage inside course of study introduces, this is reflected not only in the company of the material on transportation, also reflect in the downstream product transportation cost. The titanium concentrates to southwest to gansu, downstream from the market, it mainly in the jiangsu and zhejiang area.
