CNNC Hua Yuan Titanium Dioxide Co Ltd

On the evening of August 11, several listed companies on the Shanghai and Shenzhen stock exchanges released important announcements. Foxconn Industrial Internet achieved a net profit attributable to shareholders of 23.74 billion yuan in the first half of 2026, a year-on-year surge of 96%, breaking through the 20 billion yuan mark for the first time. Revenue reached 557.86 billion yuan, up 54.6% year-on-year, both setting new historical highs. Within this, revenue from the cloud computing segment grew 75.7% year-on-year, and shipments of AI servers and networking products multiplied. Yuanjie Technology plans to invest approximately 4.268 billion yuan to build a production line for laser chips and other industrialization bases. Qiangrui Technology plans to raise no more than 1.05 billion yuan through a private placement for projects including precision liquid cooling components for AI servers and precision parts for high-end semiconductor equipment. Yaben Chemical plans to raise no more than 841 million yuan through a private placement for projects such as high-end pharmaceutical intermediates and active pharmaceutical ingredients. Nation Technologies announced that starting October 1, 2026, it will raise prices on some products by 10% to 20%. Longsys has obtained a commitment letter from China Construction Bank for a special stock buyback loan of no more than 720 million yuan. Huayang Group's Huizhou Dongxing factory expansion project for optical modules and liquid cooling heat dissipation components is about to go into production. Pengling Co. has made phased progress in the liquid cooling field, and its energy storage liquid cooling business has already achieved deliveries. Titanium Energy Chemical plans to have its wholly-owned subsidiary invest 5.462 billion yuan to build a project with an annual output of 600,000 tons of lithium iron phosphate and sodium iron phosphate precursors. Biwin Storage plans to repurchase shares worth 200 million to 250 million yuan for capital reduction, with a repurchase price not exceeding 468.24 yuan per share.

Titanium Energy Chemical has released its half-year earnings forecast, projecting attributable net profit for the first half of 2026 at 394 million to 467 million yuan, a year-on-year increase of 52 to 80 percent. Against a backdrop where the titanium dioxide industry is broadly under cost pressure and most companies are seeing revenue grow without profit gains or are even posting losses, the company has achieved a sharp rise in profit by relying on four core advantages: its layout of mineral resources, expansion of phosphorus chemicals, ramping up of new energy materials, and green-cycle integration across the entire industrial chain. The company is deeply engaged in the sulfate-process titanium dioxide business, with production bases in Jiayuguan and Baiyin in Gansu, and Maanshan in Anhui, and its annual capacity ranks among the top in the industry. Through external acquisitions, it has secured phosphate mining assets such as Shuangyang Phosphate Mine and Guizhou Zhonghe Phosphorus Carbon, opening up upstream raw material channels, with the phosphorus chemicals segment seeing both volume and price increases. Its new energy materials business, lithium iron phosphate, has passed certification with leading battery customers and is supplying in bulk, using ferrous sulfate, a byproduct of titanium dioxide production, as the iron source, forming an industrial iron triangle of titanium chemicals, phosphorus chemicals, and new energy materials, and opening up entirely new profit growth points. The company has built a green coupled circular system that converts waste into raw materials for lithium batteries, reducing costs and boosting efficiency. Titanium dioxide production and sales have reached new highs, market share has steadily increased, and the company has completed its strategic transformation from a traditional chemical firm to a new energy and new materials platform.

Titanium Chemical has issued a positive profit alert for the first half, projecting net profit of 394 million to 467 million yuan, representing year-on-year growth of 52% to 80%. The stock closed at 4.46 yuan today, up 5.19%, with a daily turnover rate of 1.53% and trading volume of 254 million yuan. Major capital recorded a net inflow of 40.2135 million yuan today, and a net inflow of 2.2198 million yuan over the past five days. The latest margin trading balance stands at 873 million yuan, of which the financing balance is 868 million yuan, down 0.56% from the previous period, while the cumulative financing balance has risen 7.68% over the past five days.