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Express News | Tianfeng Securities: Focus on two investment themes in the chemical industry, hard assets and business cycle.
Research reports focus on: Orient Securities initiates coverage on LB Group Co., Ltd. with a 'shareholding' rating and a target price of 20.28 yuan.
On November 20, Gronhui reported that Orient's research reports indicate that lb group co., ltd. (002601.SZ) is currently the largest producer of titanium dioxide in the global market, with an annual titanium dioxide production capacity of 1.51 million tons, and a global market share of approximately 17% in 2023. The company has fully demonstrated its excellent endogenous and exogenous growth throughout the past decade, gaining market recognition. The subsequent upstream resource integration and chlorination titanium dioxide expansion projects will further consolidate and enhance the company's cost advantages and market share, as well as achieve steady profit growth. Anti-dumping events have become unavoidable; for strong leading enterprises venturing overseas, it is rather a...
lb group co., ltd. (002601): bullish on the external expansion trend of the titanium dioxide leader remains unchanged
Inherent and external growth, with cost and csi leading technology index. LB Group Co., Ltd. is currently the largest global producer of titanium dioxide, with an annual titanium dioxide production capacity of 1.51 million tons and a global market share of approximately 17% in 2023. Since going public in 2011, the company has achieved multiple
Express News | Guangdong Orient Zirconic Ind Sci & Tech: The controlling shareholder LB Group Co., Ltd. has obtained a commitment letter for a special loan of 0.14 billion yuan.
lb group co., ltd. (002601): a global leader in titanium dioxide with integrated advantages in the titanium industry chain.
Key points: The company is a leading manufacturer of titanium dioxide and has both sulfuric acid and chlorination process technologies. The main products are titanium dioxide, sponge titanium, and others. Titanium dioxide is an excellent white pigment that is widely used in coatings, plastics, papermaking, and printing.
lb group co., ltd. (002601.SZ): did not directly supply to the low-altitude aircraft manufacturer.
Gelonghui November 8th | lb group co., ltd. (002601.SZ) stated on the investor interaction platform that the company's sponge titanium annual production capacity is 0.08 million tons. The company's downstream customers are titanium material production and processing enterprises, and the company does not directly supply to low-flying aircraft manufacturers.
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