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A股異動丨鈦白粉概念股走高 中核鈦白升停 龍佰集團升近5%
格隆匯 03-03 10:56
A股鈦白粉概念股普遍走高,其中,中核鈦白升停,東華科技升超6%,惠雲鈦業升5.5%,安納達、龍佰集團升近5%,金浦鈦業、釩鈦股份跟升。消息上,東興證券日前指出,當前鈦白粉行業盈利處於週期底部,存在邊際改善預期。鈦白粉屬於地產後週期品種,2024 年下半年至今,鈦白粉市場價格持續下行,當前行業盈利處於較低水平。從需求端看,隨着國內宏觀經濟政策持續發力,整體需求端有望改善,鈦白粉需求有望得到提振,行業中長期盈利水平有望底部回升。此外據悉,此前,一份龍佰集團關於鈦白粉的調價函在市場流傳。函件內容顯示,自2025年1月21日起,龍佰集團對各型號鈦白粉價格在原價基礎上國內上升300元/噸,國際上調50美元/噸。工作人員承認了升價函內容的真實性。對於調價原因,該人員表示,系根據上下游的供需情況(調整)。(格隆匯)

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