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A股異動 | 鈦白粉概念股集體上漲 國內外龍頭紛紛宣佈漲價
格隆匯3月10日 | 鈦白粉概念股集體上漲,凱盛科技漲6%,魯北化工漲超5.8%,安納達漲5.7%,中核鈦白漲4.5%,安寧股份漲超4%,龍柏集團、惠雲鈦業、天原股份漲超3%。9日晚,中核鈦白公吿,3月9日起全面上調公司各型號鈦白粉銷售價格。其中國內客户銷售價格上調1000元人民幣/噸,國際客户銷售價格上調150美元/噸。今日早間,龍佰集團也發佈公吿,即日起,公司各型號鈦白粉銷售價格在原價基礎上對國內各類客户上調1000元人民幣/噸,對國際各類客户上調150美元/噸。此前,國際鈦白粉巨頭泛能拓、康諾斯等也發佈漲價函。申港證券指出,鈦白粉的價格上揚將對公司的業績起到增厚作用,考慮到鈦白粉的供需依舊向好,明年的行業景氣格局有望延續。建議關注具備規模優勢和成本優勢的中核鈦白、龍佰集團等。

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