鈦白粉板塊走強 金浦鈦業漲停 龍蟒佰利再創新高
格隆匯11月12日丨鈦白粉板塊午後走強,金浦鈦業拉昇漲停,惠雲鈦業大漲超7%,安納達、中核鈦白等拉昇;龍蟒佰利漲超2%股價再創歷史新高,年內已累漲超100%。今年上半年,由於海外疫情爆發,國內需求減少,鈦白粉行業遇冷。但6月以來,國內市場需求回暖,鈦白粉現價已多次掀起漲價潮,拉動鈦白粉板塊持續大漲,行業景氣度明顯回升。鈦白粉價格經歷多輪漲幅,龍蟒佰利、中核鈦白、金浦鈦業、安納達等企業已多次上調產品價格。目前來看龍頭企這次短期內的再次調漲可能是對10月底市場集中漲價的補漲,現貨依然緊張,由於原料端鈦礦大廠陸續開始檢修,導致鈦礦供應減少,價格日益高漲,供給端鈦白粉旺季過後,企業庫存普遍偏低,鈦白粉行業現貨緊缺。


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