In the afternoon of September 4, titanium dioxide concept stocks emerged strong. As of 14:13, CNNC Titanium Dioxide hit the daily limit, Baili Lian rose more than 4%, Jinpu Titanium Industry and Anada rose more than 3%.

In terms of news, driven by environmental pressure and inventory replenishment, titanium dioxide companies that are in a low point of prosperity have seen a sharp increase in shipments recently, and many companies have raised prices by about 300 yuan per ton. Similar situations have also occurred in mainstream chemical products such as glyphosate, refrigerants, and dichloromethane.

Popularization of titanium dioxide concept stocks:

CNNC Titanium Dioxide (002145)

The company is located in Lanzhou City, Gansu Province, and is mainly engaged in the production, sales and services of titanium dioxide products. In April 2003, the company obtained the right to import and export on its own. The company's main products include: rutile titanium dioxide, anatase titanium dioxide series, and ferrous sulfate heptahydrate products; the main consumer groups are: coatings (including paint) industry, papermaking industry, plastics and rubber industry, etc. The titanium dioxide and related by-products produced by the company must enter the terminal market through the marketing chain, and the sales of products are mainly through its own branches, supplemented by agents. The restructuring plan was announced in December 2009: After the additional issuance of shares to introduce Jinpu Group, the company will present a pattern of two major industries and three core businesses going hand in hand: the production and sales of titanium dioxide; the research and development, production, sales and service of refining additives, oil additives, synthetic material catalysts and additives; and real estate development and operation.

Anada (002136)

The company is currently the largest titanium dioxide production enterprise in Anhui Province, and the output of its main product, anatase titanium dioxide, ranks among the top in China. Through continuous technological innovation over the past decade, the company's titanium dioxide production capacity has reached 30,000 tons/year, the product qualification rate has reached 100%, and the first-class product rate has reached more than 95%. The "Anada" brand titanium dioxide produced by the company has been rated as a famous brand product in Anhui Province, and the "Anada" registered trademark has been awarded the famous trademark of Anhui Province. Since its production, the company has always adhered to the development idea of "improving quality and increasing volume, tapping potential and reducing consumption, strengthening management, and improving efficiency", focusing on the reference of advanced production technologies outside China, using its own technical strength, and striving to improve product quality and expand production scale.

Baoti Co., Ltd. (600456)

The company is China's largest titanium and titanium alloy production and scientific research base, and is a national high-tech enterprise. The company specializes in titanium processing business and has now developed into China's largest titanium material processing enterprise, with an output accounting for about 40% of China's total. The company has a relatively complete product structure, covering plates, pipes, bars, wires, etc. It is currently the only company in China with a complete industrial chain of casting-forging-titanium material processing. The company is the most important manufacturer in the field of titanium processing in China, with a very prominent position in the industry. The titanium products produced by the company are widely used in the fields of chemical industry, construction, aerospace, shipbuilding, medical treatment, etc.

Bai Li Lian (002601)

The company is one of the leading enterprises in China's titanium dioxide industry. It is mainly engaged in the production and sales of titanium dioxide, zirconium products and aluminum sulfate. From 2008 to 2010, the company's titanium dioxide comprehensive output ranked second, third and second in the same industry in China respectively. According to relevant customs statistics, from 2008 to 2010, the company's titanium dioxide exports ranked first in the industry for three consecutive years. The company is one of the first batch of high-tech enterprises jointly recognized by the Department of Science and Technology, the Department of Finance, the State Taxation Bureau and the Local Taxation Bureau of Henan Province. It is also recognized by the Henan Provincial Party Committee and the Provincial Government as one of the "50 High-Growth High-Tech Enterprises in Henan Province" and "Excellent Private Enterprises in Henan Province". It is also recognized by the Henan Provincial Department of Industry and Information Technology as one of the "Top 60 High-Tech Industrial Enterprises in Henan Province" in 2010. Its comprehensive R&D strength and product development capabilities are at the leading level in the industry. The company's titanium dioxide products are "Henan Province Quality Products" and the "Xuelian Brand" trademark is a "Famous Trademark in Henan Province".

Donghua Technology (002140)

The company is a large-scale engineering company specializing in engineering design, consulting and engineering general contracting business, mainly serving the fields of petrochemical engineering, construction engineering, municipal engineering, etc. It has Class A qualifications for design, consulting and engineering general contracting in more than ten fields such as petrochemical, medicine, municipal engineering, and construction, and has the right to general contract foreign engineering and the right to import and export independently. According to statistics from the Ministry of Construction, in recent years, the company has been ranked among the top 100 among more than 13,000 survey and design companies in China, and has been at the forefront of chemical survey and design companies. As of June 2007, the company (including its predecessor, the Third Institute of Chemical Engineering) has completed more than 1,700 engineering design, consulting and general contracting projects of various types; completed more than 300 major national scientific research projects, technology development projects and basic design work; especially in many sub-sectors of chemical industry construction, it has strong technical advantages, leading market position and high market share. In the field of coal chemical industry, it is currently the only engineering company in China that has the most advanced Texco, Shell, GSP three coal gasification (000968) technologies and engineering design performance in the world.

Pangang Vanadium Titanium (000629)

The company is a state-owned enterprise established by the high-quality core assets of Pangang Group. The main business is hot-rolled steel coils, steel strips, steel plate rolling processing, vanadium product processing, etc. The company is the largest rail production base in China with the most complete varieties. It is the only manufacturer in China that has the technology and process of producing online residual heat quenching rails. Its online heat treatment technology is the world leader. Heavy rails, hot-rolled plates and vanadium products are the three iconic products with the most core competitiveness of the company. Heavy rails are the company's "competitive" products, ranking first among the four rail production enterprises in China. The state-owned company enjoyed a preferential policy of levying corporate income tax at a reduced rate of 15% from 2004 to 2010. The group's proven resource reserves are 10 billion tons of vanadium-titanium magnetite, accounting for 20% of China's total, and it owns the second largest vanadium-titanium magnetite mining area in China; its vanadium reserves account for 66.2% of China's vanadium resource reserves and 11.6% of the world's reserves. In November 2007, the company planned to issue no more than 750 million shares to Panzhihua Iron and Steel Group, Panzhihua Iron and Steel Co., Ltd., Pancheng Steel and Panchang Steel at no less than 9.59 yuan per share to acquire the assets of the four companies, and at the same time, exchange shares to absorb and merge Panyu Titanium and *ST Changgang. In April 2008, the State-owned Assets Supervision and Administration Commission of the State Council agreed in principle to the overall listing plan of Panzhihua Iron and Steel (Group) Company's asset integration, and the overall listing was completed on May 6, 2009.

Oriental Zirconium (002167)

The company is a national key high-tech enterprise specializing in the research, development and production of zirconium series products, and is one of the world's most comprehensive professional manufacturers of zirconium products. The company's main products are high-purity zirconium oxide series products, including "Yutian" brand zirconium oxychloride, zirconium dioxide, composite zirconium oxide, etc., among which "high-purity zirconium dioxide" has been identified as a key new product in Guangdong Province and a key new product in the country. The company's "high-purity nano-composite zirconium oxide" project was approved by the Ministry of Science and Technology of China in 2004 and included in the National Torch Plan, and the "high-performance Al-Y composite zirconium oxide powder" project was included in the "National High-tech Industrialization Special (First Batch) Project" by the National Development and Reform Commission in 2005.

Zhongjin Lingnan (000060)

The company is a listed company with cross-regional and multi-industry comprehensive operations, with lead and zinc production as its main business. The company's main lead and zinc product production base is in Shaoguan. The company has an annual output of 130,000 tons of lead and zinc concentrate (metal content), 250,000 tons of lead and zinc metal smelting, 10,000 tons of aluminum alloy profiles, 300,000 square meters of doors, windows and curtain walls, and other comprehensive production and processing capabilities for various metals, metal processing products and metal compounds. The main products include: lead concentrate, zinc concentrate, lead-zinc mixed concentrate, sulfur concentrate, electric lead, etc. More than 30 kinds, the product quality has reached the international advanced level, among which electric lead and refined cadmium have won the National Gold Award, and refined zinc has won the National Silver Award. "Nanhua Brand" electric lead and refined zinc have been confirmed as "Guangdong Famous Brand Products" by Guangdong Province and have been registered with the London Metal Exchange (LME) in the UK.

(Securities Times Network News Center)

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