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 龍蟒擁有年產(chǎn)30萬噸金紅石型鈦白粉產(chǎn)能和60萬噸鈦礦采選能力，本次是龍蟒2016年內(nèi)第十次提價。本輪國內(nèi)廠商第十次提價周期中已經(jīng)有佰利聯(lián)、龍蟒、中核鈦白、山東東佳等十幾家廠商提價完畢，市場低價貨源逐步減少，提價成果得以夯實。佰利聯(lián)定增收購龍蟒100%股權(quán)后，擁有金紅石型鈦白粉產(chǎn)能56萬噸，規(guī)模國內(nèi)第一，全球第四。龍蟒鈦業(yè)承諾業(yè)績2016、2017年分別實現(xiàn)凈利潤9億和11億，從今年鈦白粉價格走勢看預(yù)計將完成承諾目標。
佰利聯(lián)自身20萬噸硫酸法鈦白粉，2015年毛利率19.9%，實現(xiàn)凈利潤1.18億元。2016年金紅石型鈦白粉市場價格從年初11000元/噸漲至目前14000元/噸，公司1-6月毛利率26.63%，下半年預(yù)計毛利率仍25%以上，因此全年看綜合毛利率同比有望提升6個百分點。鈦白粉價格每上漲1000元/噸，公司年化凈利潤將增長1億元。并購龍蟒后，公司年化凈利潤將增長3億元，盈利彈性更強。
公司2016年以來鈦白粉產(chǎn)品已經(jīng)實現(xiàn)十次提價，價格上漲支撐公司傳統(tǒng)業(yè)務(wù)盈利反彈，同時公司氯化法鈦白粉正逐步進口替代。上半年氯化法順利投產(chǎn)后，實際實現(xiàn)銷售2萬噸，而同期我國鈦白粉1-6月進口量下降1.1萬噸，顯示兩個信號：1)公司氯化法產(chǎn)品已經(jīng)達到進口質(zhì)量水平；2)對進口替代效應(yīng)立竿見影。后續(xù)二期20萬噸氯化法項目，將繼續(xù)調(diào)整公司產(chǎn)品結(jié)構(gòu)，盈利能力繼續(xù)提升。
