惠云钛业积极应对行业变化 “新应用+新项目”打开未来成长空间

Core Viewpoint - Guangdong Huiyun Titanium Industry Co., Ltd. reported a revenue of 835 million yuan in the first half of 2025, reflecting a year-on-year growth of 5.18%, but the net profit attributable to shareholders decreased to 5.0984 million yuan due to weak market demand for titanium dioxide and a decline in sales prices [1][2]. Financial Performance - The company achieved a revenue of 835 million yuan in H1 2025, up 5.18% year-on-year [1]. - The net profit attributable to shareholders was 5.0984 million yuan, showing a decline compared to the previous year [1]. - The average selling price of titanium dioxide products decreased by 11.41% year-on-year, impacting profitability [1]. Market Conditions - The titanium dioxide market is experiencing weak demand, affecting the profits of several listed companies in the sector, including Longmang Baili, Pangang Vanadium Titanium, and Luboh Chemical [1]. - The company is implementing measures to address market challenges, including accelerating the production of technical transformation projects [1]. Strategic Initiatives - Huiyun Titanium is focusing on a "boutique strategy" and "personalized custom production" to enhance product quality and customer satisfaction, leading to an increase in titanium dioxide production and sales [2]. - The company is investing in new applications for titanium dioxide, targeting emerging fields such as consumer electronics, new energy batteries, and environmental protection, which are expected to open new growth opportunities [2]. - The newly launched 200,000 tons/year titanium acid concentration project is expected to reduce costs and improve economic benefits [2]. Expansion and Development - The company is actively expanding its upstream and downstream supply chain, including establishing a marketing company in Singapore to enhance international market presence [3]. - Huiyun Titanium acquired controlling shares in Chenxiang Mining to develop and operate mining resources, which is anticipated to positively impact future operational performance [3].