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知情人士透露，在庫存空虛、需求較好的背景下，國內(nèi)鈦白粉龍頭四川龍蟒計劃于本月15日對金紅石型產(chǎn)品提價500元/噸至1.23萬元/噸，提價幅度約4.24%。這是今年以來龍頭企業(yè)四川龍蟒主流金紅石型鈦白粉(占比75%左右)的首次提價，預(yù)計業(yè)內(nèi)其他企業(yè)隨后也將跟漲。
“從供需情況來看的話，此次金紅石型鈦白粉有漲價的基礎(chǔ)。但四川龍蟒此前出于自身原因?qū)⒔鸺t石型鈦白粉降價200元/噸，因此15號的提價實際上是漲了300元/噸，預(yù)計其他企業(yè)隨后將以此為標準(200~300元/噸)進行提價?！敝槿耸勘硎?。對于記者提出的“此次提價是否會出現(xiàn)表面提價，實則不漲甚至降價的情況”，該業(yè)內(nèi)人士表示，鑒于目前金紅石型鈦白粉價格已較低，因此15號的提價將是一次實質(zhì)性提價。
此外，據(jù)其稱，安納達(002136.SZ)近期又將銳鈦型鈦白粉提價300元/噸，從春節(jié)后至今，公司銳鈦型產(chǎn)品已累計提價500元/噸。銳鈦型鈦白粉占安納達收入的比重在16%左右?！暗A(yù)計未來銳鈦型鈦白粉很難再漲價了，安納達現(xiàn)在的價格已經(jīng)在1萬元/噸以上，一般價格在9500元/噸以上企業(yè)就有利潤了。”上述業(yè)內(nèi)人士說。
除安納達外，鈦白粉其他上市公司還有中核鈦白(002145.SZ)、佰利聯(lián)(002601.SZ)等。其中，佰利聯(lián)90%的產(chǎn)品均為金紅石型。
