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钛白粉“涨”声响起来!涂料公司盈利滑下去!

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钛白粉“涨”声响起来!涂料公司盈利滑下去!

发布日期:2017-12-16 作者:甘肃华扬商贸有限公司 点击:

如果是“掌声响起来”,那么“我心更明白”;但如果“涨”声响起来,那么有的增白剂企业欢喜、有的增白剂企业会“心塞”。

12月2日,钛白粉智胜彩票巨头龙蟒佰利(002601,SZ)再次宣布涨价,这已是龙蟒佰利今年以来第9次调价。在钛白粉一片涨价声中,龙蟒佰利业绩和股价节节攀升。

然而,几家欢喜几家愁,钛白粉下游涂料企业却由于原材料不断涨价导致我们大西北化工公司的利润下降,甘肃华扬商贸有限公司智胜彩票的老板直呼“伤不起”。

兰州化工

智胜彩票TAIBAIFENQIYE“PENMANBOMAN”

FUZHELICUJINJI

JULONGMANGBAILI12YUE2RIFABUDEGONGGAOCHENG,CICIZHANGJIA,YIFANGMIANSHIYOUYUHUANBAOXIANCHANDAOZHIGONGSICHANPINCHANLIANGJIANSHAO,KUCUNKUAISUXIAJIANG;LINGYIFANGMIAN,JINQILIUHUANG、TIANRANQIDENGZHUYAOYUANCAILIAO、NENGYUANJIAGEKUAISUSHANGZHANG,DAOZHICHANPINCHENGBENDAFUZENGJIA。

CIQIAN,LONGMANGBAILIJIAOZUO、DEYANGLIANGCHUSHENGCHANJIDIFENBIEZAOYUXIANCHANHETINGCHANJIANXIU。QIZHONG,JIAOZUOJIDILIUSUANFATAIBAIFENSHENGCHANXIANXIANCHAN30%,SHIJIANWEI2017NIAN11YUE15RI~2018NIAN3YUE15RI;DEYANGJIDIJIANGZAI2017NIAN12YUEZHONGXIAXUNTINGCHANJIANXIU10TIAN。SHANGSHUXIAN、TINGCHANHEJIJIANSHAOGONGSITAIBAIFENCHANLIANG3.5WANDUN~3.9WANDUN。

智胜彩票JIANSHAODEZHEI3.5WANDUN~3.9WANDUNCHANLIANG,XIANGDUIYUMUQIANLONGMANGBAILI60WANDUNDECHANNENGLAISHUO,BINGBUSUANDUO,ERQIEHAIFENBUYU2017NIAN11YUEZHONGXUNZHI2018NIAN3YUEZHONGXUNDE4GEYUEJIAN。“CICIXIAN、TINGCHAN,ZAI2017NIANYINGXIANGDECHANLIANGYEJIU2WANDUNZUOYOU,ZHANBISANSHIFENZHIYI。”CIQIAN,LONGMANGBAILIXIANGGUANRENSHIYEDUI《MEIRIJINGJIXINWEN》JIZHERUCIBIAOSHI。

JINNIANLAI,LONGMANGBAILIYILEIJIFABU9CIDIAOJIAGONGGAO。QIZHONG,LIUSUANFATAIBAIFENJIAGEDUIGUONEIKEHULEIJISHANGDIAOLE4900YUAN/DUN,LVHUAFATAIBAIFENDUIGUONEIKEHULEIJISHANGDIAOLE4200YUAN/DUN。MUQIAN,LONGMANGBAILILIUSUANFATAIBAIFENBAOJIAZAI1.85WANYUAN/DUNZUOYOU,LVHUAFATAIBAIFENBAOJIAZAI2WANDUOYUANYIDUN。

BANSUITAIBAIFENJIAGEDAZHANG,LONGMANGBAILI、ZHONGHETAIBAI、ANNADADENGXIANGGUANSHANGSHIGONGSIYEJIBIAOSHENG。LONGMANGBAILISANJIBAOXIANSHI,GONGSIQIANSANJIDUYINGSHOUTONGBIZENGZHANG271.71%,JINGLITONGBIZENG1507.54%。QIYUJI2017NIANGUISHUGONGSIJINGLIRUNJIANGDADAO24.3YIYUAN~26.5YIYUAN,JIANGTONGBIZENGZHANG450%~500%;ZHONGHETAIBAIQIANSANJIDUYINGSHOUTONGBIZENGZHANG71.67%,JINGLIRUNTONGBIDAZENG558.44%。

XIAYOUTULIAOQIYEYINGLIDAJIANG

TAIBAIFENJIAGEDESHANGZHANG,“FEI”LETAIBAIFENSHENGCHANQIYE,QUERANGTAIBAIFENXIAYOUQIYERIZIYOUXIENANGUO。

智胜彩票TAIBAIFENBEIRENWEISHIMUQIANSHIJIESHANGXINGNENGZUIHAODEYIZHONGBAISEYANLIAO,GUANGFANYINGYONGYUTULIAO、SULIAO、ZAOZHI、YINSHUAYOUMODENGGONGYE。QIZHONG,TULIAOSHITAIBAIFENDIYIDAYINGYONGXINGYE,GEZHONGTULIAOZHONGTAIBAIFENHANLIANGZAI10%~35%。

12YUE5RI,JINLITAI(300225,SZ)XIANGGUANRENSHIDUI《MEIRIJINGJIXINWEN》JIZHEBIAOSHI,“ZUOWEIGONGSIZHONGYAOSHENGCHANYUANCAILIAOZHIYI,TAIBAIFENBUDUANSHANGZHANGDUIGONGSIYINGXIANGBUXIAO。JINNIANQIANSANJIDU,GONGSIMAOLILVJIAOQUNIANTONGQIYOUSUOXIAJIANG。”JINLITAIJINNIANQIANSANJIDUDEMAOLILVWEI25.92%,ERQUNIANTONGQIWEI31.06%,TONGBIXIAJIANG5.14GEBAIFENDIAN。

“ZHENGSHIYOUYUMAOLILVXIAHUA,DAOZHIJINNIANQIANSANJIDUGONGSIYINGSHOUSUIRENGZENGZHANG,DANJINGLIRUNQUEXIAHUALE26.55%。”JINLITAIGAIRENSHIBUCHONGDAO。

MAOLILVXIAHUABUJINYOUJINLITAI,HAIYOUSANKESHU(603737,SH)。12YUE5RI,SANKESHUZAIHUIFU《MEIRIJINGJIXINWEN》JIZHEDECAIFANGHANZHONGBIAOSHI,“SHOUGONGSITAIBAIFENDENGZHUYAOYUANCAILIAOJIAGESHANGZHANGDEYINGXIANG,SANKESHUYINGYECHENGBENCHUXIANYIDINGCHENGDUDESHANGSHENG,CONGERDAOZHIGONGSIQIANSANJIDUMAOLILVTONGBIXIAJIANG5.43GEBAIFENDIAN。”

GENJUSANKESHUTIGONGSHUJUXIANSHI,JINNIANQIANSANJIDU,SANKESHUDUIYUANCAILIAOTAIBAIFENDEPINGJUNCAIGOUDANJIAWEI14.30YUAN/kg,TONGBISHANGZHANGLE33.29%。

智胜彩票DUICHENGBENSHANGZHANGDEYALI,SANKESHUYEBIAOSHI,BUPAICHUGENJUSHANGYOUYUANCAILIAOJIAGEBIANDONGFUDU,TONGGUOSHIDANGTIGAOCHANPINXIAOSHOUJIAGEZHUANYICHENGBENSHANGSHENGDAILAIDEYALI。QITONGSHIBIAOSHI,JIANGTONGGUOHELIJIADAYOUZHANGJIAQUSHIYUANCAILIAOKUCUNLIANG;YINRUGONGYINGSHANGJINGZHENG,JIANGDIGONGSIYUANCAILIAOCAIGOUCHENGBEN;JINGYIHUAGUANKONG,JIANGBEN、KONGFEIDENGFANGSHILAIHUAJIECHENGBENSHANGZHANGYALI。

ZHIDEZHUYIDESHI,SANKESHUSANJIBAOXIANSHI,GONGSIQIANSANJIDUYINGSHOUTONGBIZENGZHANG40.68%,KOUFEIHOUJINGLIRUNTONGBIZENGZHANG141.83%。ZAICHENGBENSHANGSHENGDEQINGKUANGXIA,GONGSIYEJIRUCIQIANGJING,SHIHEYUANYIN?SANKESHUBIAOSHI,YIFANGMIANGONGSIZAIYIJIDUMOCHANPINTIJIA,JINGXIAOSHANGTIQIANBEIHUODAOZHIDINGDANQIANYI;LINGYIFANGMIAN,YANKONGCHENGBENJIAQIANGGUANLI,RANGQIJIANFEIYONGLVXIAJIANG。


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