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9月6日攀钢钒钛涨停分析:有色 · 钒,钛白粉,有色 · 钛概念热股

Analysis of the limit of vanadium and titanium in Panzhihua Iron and Steel Co., Ltd on September 6th: non-ferrous vanadium, titanium dioxide, concept hot stock

證券之星 ·  Sep 6, 2021 03:11

Securities Star data Center News, Panzhihua Vanadium and Titanium rose to close, closing price 4.91 yuan. The stock rose by the daily limit at 14:28, but did not open the limit. The closing order capital was 139 million yuan, accounting for 0.33% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 336 million yuan, the net inflow of hot capital was 318 million yuan, and the net outflow of retail funds was 189 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is a hot stock of non-ferrous vanadium, titanium dioxide and non-ferrous titanium concept. On the same day, the concept of non-ferrous vanadium rose 1.79%, the concept of titanium dioxide rose 1.16%, and the concept of non-ferrous titanium rose 1.15%.

The investment logic of the stock is as follows:

The main products include vanadium oxide, ferrovanadium, vanadium nitrogen alloy, titanium dioxide, titanium slag, etc. In 1919, the sales volume of titanium slag was 188000 tons, the income of titanium products was 4.354 billion yuan, and the revenue accounted for 33% of the total revenue. 1. The domestic titanium field has an important position; the largest acid-soluble titanium slag production enterprise in China has an annual production capacity of 240000 tons of acid-soluble titanium slag, with an annual production capacity of 240000 tons, output and market share first in China.

2. An important domestic supplier of titanium dioxide, one of the five domestic enterprises with the production capacity of titanium dioxide by chlorination process, it has the production capacity of 220000 tons / year of titanium dioxide by sulfuric acid process and 15000 tons / year by chlorination process. The sales volume of titanium dioxide in the past 20 years is 237800 tons, the income is 2.72 billion yuan, and the revenue accounts for 25.71%.

3. China's largest and comprehensive manufacturer of vanadium products; its main business includes vanadium, titanium and electricity, with a series of vanadium products such as vanadium pentoxide, vanadium trioxide, medium ferrovanadium, high ferrovanadium, vanadium-nitrogen alloy, vanadium-aluminum alloy, etc.; it has a production capacity of 40,000 tons of vanadium products (in terms of V2O5). In 1919, the sales volume of vanadium products was 22400 tons, with an income of 6.232 billion yuan, accounting for 33.09% of the revenue.

From the perspective of financial situation, the Vanadium and Titanium 2021 report of Panzhihua Iron and Steel Co., Ltd. shows that the company's main income is 7.133 billion yuan, up 42.62% from the same period last year; the net profit is 507 million yuan, up 492.86% from the same period last year; deducting 502 million yuan from non-net profit, up 462.28% from the same period last year; debt ratio 14.88%, financial expenses-43.8081 million yuan, gross profit margin 14.46%.

The Securities Star valuation analysis tool shows that the stock has a good company rating of 4 stars, a good price rating of 2 stars, and a comprehensive valuation rating of 3 stars.

Disclaimer: the relevant content according to the public big data analysis, does not constitute investment advice, the stock market is risky, investment should be cautious.

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