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A股異動丨鈦白粉概念股普漲 行業維持高景氣
格隆匯6月25日丨鈦白粉概念股普漲,天原股份漲停,安納達、惠雲鈦業和龍蟒佰利漲約5%。

近期,已有多家鈦白粉龍頭企業預喜上半年業績。值得關注的是,今年以來,多家鈦白粉企業延伸產業鏈條,跨界佈局磷酸鐵鋰等鋰電池原料。業內人士表示,全球鈦白粉需求復甦尚處於初期階段,多個行業和多數地區鈦白粉需求量均有增長,對市場復甦的廣度和持續勢頭樂觀。
中泰證券分析稱,年初至今,鈦白粉行業在供給偏緊、需求支撐下維持高景氣。從價格上看,鈦白粉(金紅石型)2021Q2均價為19607元/噸,同比+43%,環比+14.4%。公司於6月9日公吿宣漲,各型號鈦白粉對國內客户上調500元/噸,自7月1日起開始執行,包括本次2021年來公司鈦白粉價格已提漲6次。
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