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A股異動丨鈦白粉概念股活躍 魯北化工盤中漲停錄得2連板 鈦白粉價格年內迎第三輪上調
格隆匯 03-26 10:03

A股鈦白粉概念股集體表現活躍,其中,魯北化工盤初觸及漲停,並且錄得2連板,中核鈦白漲超2%,釩鈦股份、安納達、龍佰集團、金浦鈦業齊漲。消息上,鈦白粉行業掀起一輪漲價潮,3月以來,鈦白粉概念股集體上漲,平均漲幅達到10.01%。近年來,我國鈦白粉行業產能持續擴張。據不完全統計,2025年至少有5個鈦白粉項目計劃投產,預計新增產能達130萬噸,屆時中國鈦白粉總產能將達到700萬噸/年以上。從需求端來看,得益於全球經濟復甦和基建行業持續修復,鈦白粉需求穩中有升,此外新能源汽車、光伏塗料等高端領域需求也貢獻了一定增量。東興證券研報認爲,鈦白粉屬於地產後週期品種,當前行業盈利處於較低水平。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回升。(格隆匯)

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