A股異動丨鈦白粉板塊全線上漲 龍蟒佰利(002601.SZ)漲近8%創歷史新高
格隆匯11月11日丨鈦白粉板塊全線上漲,截至午間收盤,龍蟒佰利(002601.SZ)漲近8%創歷史新高,市值約600億元,年內已累漲超1倍;金浦鈦業漲停,惠雲鈦業大漲超13%,攀鋼釩鈦、中核鈦白漲超5%。10月下旬以來,鈦白粉新一輪漲價潮再次開啟。鈦白粉價格強勢反彈,一方面受原材料鈦精礦上漲推動生產成本上行,另一方面,二季度海外巨頭產能受到疫情影響,營收普遍下滑,這為中國鈦白粉企業出海搶佔市場份額提供了機會。1-8月份,鈦白粉出口同比已增長20%,考慮到當下歐美疫情再度爆發,鈦白粉出口增速或進一步上升。分析人士指出,四季度鈦白粉價格仍有進一步上漲的空間,行業龍頭有望受益。

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