On March 26th, titanium dioxide concept stocks have collectively risen since March, with an average increase of 10.01%. On the news front, recently, there has been a wave of price increases in the titanium dioxide industry. In recent years, the production capacity of China’s titanium dioxide industry has continued to expand. According to incomplete statistics, at least 5 titanium dioxide projects are planned to be put into operation by 2025, with an expected increase in production of 1.3 million tons. By then, China’s total titanium dioxide production capacity will reach over 7 million tons per year. From the demand side, thanks to the global economic recovery and continuous repair of the infrastructure industry, the demand for titanium dioxide has been steadily increasing. In addition, demand in high-end fields such as new energy vehicles and photovoltaic coatings has also contributed to a certain increase. Dongxing Securities research report believes that titanium dioxide belongs to the post real estate cycle variety, and the current industry profitability is at a relatively low level. With the continuous efforts of domestic macroeconomic policies, the overall demand side is expected to improve, the demand for titanium dioxide is expected to be boosted, and the industry’s medium and long-term profitability is expected to rebound.
Scan code to share