LBC(600727) 格隆汇APP·2025-03-26 04:17Core Viewpoint - The market is currently focused on price increases, particularly in the chemical sector, leading to strong performance in related stocks, including a notable rise in LuBei Chemical's stock price [1][5]. Group 1: Stock Performance - LuBei Chemical's stock opened high, reaching a limit-up and closing with a 6.7% increase, priced at 9.4 yuan per share, with a total market capitalization of 4.969 billion yuan [3]. - Over the past three trading days, LuBei Chemical's stock price has increased by over 25% [4]. - Other notable stocks include Youfu Co. with a four-day consecutive rise, Zhongyida with three consecutive rises, and Jiangtian Chemical with two consecutive rises [2]. Group 2: Price Increases in Chemicals - Bromine prices have accelerated, reaching 28,000 yuan per ton as of March 25, with a recent increase of 3,000 yuan per ton [5]. - Since the beginning of the year, bromine prices have risen by 6,500 yuan per ton, with the average price for 2024 projected at 21,122 yuan per ton [5]. - Titanium dioxide has also seen its third price increase of the year, with domestic customers raising prices by 500 yuan per ton and international customers by 70 USD per ton [8]. Group 3: Company Financial Performance - LuBei Chemical reported a revenue of 5.746 billion yuan for the previous year, a year-on-year increase of 15.06%, and a net profit of 261 million yuan, up 157.28% [10]. - The revenue growth was primarily driven by significant sales increases in titanium dioxide and methylene chloride, with titanium dioxide revenue reaching 3.755 billion yuan, a 14.64% increase [11]. - The company plans to distribute a cash dividend of 0.05 yuan per share, totaling 26.4292 million yuan, which represents 20.25% of the net profit [13].