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Lomon Bailey (or "the company") said in a recent survey that the company currently has sufficient orders for
titanium dioxide , which is equivalent to more than one month's output.
The orders for the second quarter are mainly from overseas .
The specific questions and answers are as follows: Q: What is the current situation of the company's domestic and foreign orders for titanium dioxide? With the increase in overseas supply, will the company's overseas orders decrease? Answer: At present, the company has sufficient orders for titanium dioxide, which is equivalent to more than one month's output.
The orders for the second quarter are mainly from overseas
.
Question: Does the maritime container crisis currently affect your company's export products? Answer: At present, the shipping problem has been eased.
Only certain areas still have shipping difficulties and high costs.
The company is paying close attention to actively solving them, and striving to minimize the impact
.
Question: Does the company still have last year's low-price orders? Under what circumstances will the company sign such long-term orders? Answer: In 2020, due to the new crown epidemic and the rapid release of the company's titanium dioxide production capacity, the inventory will increase significantly.
In order to quickly expand the market and reduce the inventory in time, a flexible sales strategy has been adopted
.
Since the beginning of this year, due to the short supply of titanium dioxide, some customers have taken the initiative to modify the original order prices to ensure the supply of their raw materials.
At the same time, the company has gradually reduced the original low-price orders through active consultation with customers and other measures, which has basically been digested
.
Usually, the long-term order signed by the company only locks the quantity, and the price follows the market
.
Question: The company's titanium dioxide sales model and proportion? Answer: The company implements a sales model that combines direct sales and distribution, with a ratio of approximately 6:4
.
The company's customer types are divided into large customers, small and medium customers and distributors, the ratio is about 3:3:4
.
Question: The company's chlorinated titanium dioxide advantages, main sales areas, and domestic customers will use chlorinated titanium dioxide instead of sulfuric acid titanium dioxide?Answer: The company has large-scale molten salt chlorination and large-scale boiling chlorination technology.
It has obvious advantages in the whole industrial chain of chlorination process, technological improvement and localization.
The company's raw material titanium ore is supported by the supporting, scale effect and circular economy effect.
The high-quality and low-cost competitive advantages of the coming have also gradually emerged
.
At the same time, the chlorination production process has significant advantages in energy saving and environmental protection.
In the long run, it meets the national policy requirements of "carbon peak" and "carbon neutral"
.
About 70% of the company's chlorinated titanium dioxide is sold abroad, and about 30% is sold domestically
.
At present, the company's chlorinated titanium dioxide products have covered many fields such as coatings, plastics, papermaking, etc.
, and through technological marketing innovations, joint development and optimization of products with leading downstream enterprises, etc.
, gradually occupy the domestic high-end sulfuric acid market and replace international imported chlorine Chemical market
.
The downstream products produced using chlorinated titanium dioxide have higher quality and application effects.
With the increase in customer acceptance and the continuous reduction of costs, the competitiveness of chlorinated titanium dioxide will gradually increase
.
Question: How long will the company's Panxi Titanium Concentrate Titanium Concentrate Upgrade and Transform Titanium Chloride Slag and Titanium Slag Innovation Project will reach full production? Answer: The company’s 500,000-ton Panxi titanium concentrate upgrade and transformation titanium chloride slag innovation project was officially put into operation in early May.
The one-month pre-production preparations for ovens, man-machine running-in, and process equipment elimination and leakage were completed.
At the beginning of June, the production was put into production as scheduled, and production will be increased month by month starting in the second half of the year
.
After reaching full production, it will annually produce 300,000 tons of titanium chloride slag base materials and 160,000 tons of high-quality iron
.
Question: Titanium dioxide is in a strong business cycle.
How does the company seize market opportunities? Answer: Titanium dioxide is currently in a strong economic cycle.
The company has no new production capacity this year.
In order to seize market opportunities, the company has formulated a 2021 titanium dioxide "double 90" goal, organized and carried out activities of "increasing production and efficiency", and each production base actively formulated , Refine the special measures for "increasing production and efficiency", and strive to achieve the target of 900,000 tons of production and sales
.
At present, the company's other products such as titanium tetrachloride titanium tetrachloride , titanium sponge titanium sponge , iron-based products, scandium products, etc.
are in a market environment with strong demand, further enhancing the group's continued profitability
.
Question: What about the company's titanium sponge production capacity and output? Answer: Yunnan Xinli Company has an existing 10,000-ton/year titanium sponge production line, which is now at full capacity, and another 30,000-ton/year rotor-grade titanium sponge intelligent manufacturing technology transformation project has been invested; Gansu Detong currently has 15,000 tons The titanium sponge production line has begun trial production at present
.
titanium dioxide , which is equivalent to more than one month's output.
The orders for the second quarter are mainly from overseas .
The specific questions and answers are as follows: Q: What is the current situation of the company's domestic and foreign orders for titanium dioxide? With the increase in overseas supply, will the company's overseas orders decrease? Answer: At present, the company has sufficient orders for titanium dioxide, which is equivalent to more than one month's output.
The orders for the second quarter are mainly from overseas
.
Question: Does the maritime container crisis currently affect your company's export products? Answer: At present, the shipping problem has been eased.
Only certain areas still have shipping difficulties and high costs.
The company is paying close attention to actively solving them, and striving to minimize the impact
.
Question: Does the company still have last year's low-price orders? Under what circumstances will the company sign such long-term orders? Answer: In 2020, due to the new crown epidemic and the rapid release of the company's titanium dioxide production capacity, the inventory will increase significantly.
In order to quickly expand the market and reduce the inventory in time, a flexible sales strategy has been adopted
.
Since the beginning of this year, due to the short supply of titanium dioxide, some customers have taken the initiative to modify the original order prices to ensure the supply of their raw materials.
At the same time, the company has gradually reduced the original low-price orders through active consultation with customers and other measures, which has basically been digested
.
Usually, the long-term order signed by the company only locks the quantity, and the price follows the market
.
Question: The company's titanium dioxide sales model and proportion? Answer: The company implements a sales model that combines direct sales and distribution, with a ratio of approximately 6:4
.
The company's customer types are divided into large customers, small and medium customers and distributors, the ratio is about 3:3:4
.
Question: The company's chlorinated titanium dioxide advantages, main sales areas, and domestic customers will use chlorinated titanium dioxide instead of sulfuric acid titanium dioxide?Answer: The company has large-scale molten salt chlorination and large-scale boiling chlorination technology.
It has obvious advantages in the whole industrial chain of chlorination process, technological improvement and localization.
The company's raw material titanium ore is supported by the supporting, scale effect and circular economy effect.
The high-quality and low-cost competitive advantages of the coming have also gradually emerged
.
At the same time, the chlorination production process has significant advantages in energy saving and environmental protection.
In the long run, it meets the national policy requirements of "carbon peak" and "carbon neutral"
.
About 70% of the company's chlorinated titanium dioxide is sold abroad, and about 30% is sold domestically
.
At present, the company's chlorinated titanium dioxide products have covered many fields such as coatings, plastics, papermaking, etc.
, and through technological marketing innovations, joint development and optimization of products with leading downstream enterprises, etc.
, gradually occupy the domestic high-end sulfuric acid market and replace international imported chlorine Chemical market
.
The downstream products produced using chlorinated titanium dioxide have higher quality and application effects.
With the increase in customer acceptance and the continuous reduction of costs, the competitiveness of chlorinated titanium dioxide will gradually increase
.
Question: How long will the company's Panxi Titanium Concentrate Titanium Concentrate Upgrade and Transform Titanium Chloride Slag and Titanium Slag Innovation Project will reach full production? Answer: The company’s 500,000-ton Panxi titanium concentrate upgrade and transformation titanium chloride slag innovation project was officially put into operation in early May.
The one-month pre-production preparations for ovens, man-machine running-in, and process equipment elimination and leakage were completed.
At the beginning of June, the production was put into production as scheduled, and production will be increased month by month starting in the second half of the year
.
After reaching full production, it will annually produce 300,000 tons of titanium chloride slag base materials and 160,000 tons of high-quality iron
.
Question: Titanium dioxide is in a strong business cycle.
How does the company seize market opportunities? Answer: Titanium dioxide is currently in a strong economic cycle.
The company has no new production capacity this year.
In order to seize market opportunities, the company has formulated a 2021 titanium dioxide "double 90" goal, organized and carried out activities of "increasing production and efficiency", and each production base actively formulated , Refine the special measures for "increasing production and efficiency", and strive to achieve the target of 900,000 tons of production and sales
.
At present, the company's other products such as titanium tetrachloride titanium tetrachloride , titanium sponge titanium sponge , iron-based products, scandium products, etc.
are in a market environment with strong demand, further enhancing the group's continued profitability
.
Question: What about the company's titanium sponge production capacity and output? Answer: Yunnan Xinli Company has an existing 10,000-ton/year titanium sponge production line, which is now at full capacity, and another 30,000-ton/year rotor-grade titanium sponge intelligent manufacturing technology transformation project has been invested; Gansu Detong currently has 15,000 tons The titanium sponge production line has begun trial production at present
.