推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 并購(gòu)龍莽，打造行業(yè)巨頭。佰利聯(lián)擁有鈦白粉產(chǎn)能26萬(wàn)噸(20萬(wàn)噸硫酸法，6萬(wàn)噸氯化法)，總產(chǎn)能位居國(guó)內(nèi)第二，全球第7；龍莽鈦白粉產(chǎn)能30萬(wàn)噸，產(chǎn)能位居國(guó)內(nèi)第一，全球第六；百利聯(lián)并購(gòu)龍莽后，鈦白粉產(chǎn)能56萬(wàn)噸，成為國(guó)內(nèi)最大，全球僅次于杜邦、亨斯邁、科斯特第四大鈦白粉生產(chǎn)企業(yè)；并購(gòu)后，公司鈦白粉產(chǎn)量國(guó)內(nèi)占比超過(guò)20%，出口占比超過(guò)40%。
打造全產(chǎn)業(yè)鏈，提高公司全球競(jìng)爭(zhēng)力。龍莽擁有3600多萬(wàn)噸的釩鈦磁鐵礦儲(chǔ)量，60萬(wàn)噸的鈦精礦產(chǎn)能，故龍莽鈦白粉毛利率并購(gòu)后，公司有望將鈦精礦產(chǎn)能擴(kuò)至100萬(wàn)噸，釩鈦磁鐵礦—鈦精礦—鈦白粉的全產(chǎn)業(yè)鏈，成本優(yōu)勢(shì)進(jìn)一步提升。
并購(gòu)龍莽引發(fā)行業(yè)示范效應(yīng)。國(guó)內(nèi)最大的兩家鈦白粉企業(yè)整合有望給整個(gè)行業(yè)帶來(lái)示范效應(yīng)；對(duì)國(guó)內(nèi)鈦白粉企業(yè)來(lái)說(shuō)，將催化國(guó)內(nèi)鈦白粉企業(yè)的整合，提高行業(yè)競(jìng)爭(zhēng)度，對(duì)國(guó)外鈦白粉寡頭來(lái)說(shuō)，增加了強(qiáng)勁的競(jìng)爭(zhēng)對(duì)手，有望加速部分企業(yè)的剝離。
氯化法投產(chǎn)在即，優(yōu)勢(shì)顯著。公司6萬(wàn)噸氯化法鈦白粉裝置已經(jīng)建成，目前單機(jī)試車已經(jīng)結(jié)束，我們判斷在3季度公司將完成整個(gè)氯化法鈦白粉裝置的試車，2015年有望貢獻(xiàn)1-2萬(wàn)噸產(chǎn)品。我們判斷，公司氯化法鈦白粉一旦成功穩(wěn)定生產(chǎn)，公司借助并購(gòu)龍莽全產(chǎn)業(yè)鏈的優(yōu)勢(shì)，將和龍莽攜手進(jìn)一步擴(kuò)大氯化法鈦白粉的生產(chǎn)能力。
