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研报掘金丨长城证券:维持龙佰集团“买入”评级,有望凭借自身竞争优势逐步扩大市场份额

Research Report Nuggets丨Great Wall Securities: Maintaining Longbai Group's “buy” rating, it is expected to gradually expand its market share based on its competitive advantage

Gelonghui Finance ·  May 30 15:59
On May 30th, GeLonghui reported that china great wall securities pointed out that LB Group Co., Ltd. (002601.SZ) has gradually repaired its performance and is bullish on the company's titanium dioxide industry leading position. With the improvement of China's titanium dioxide industry competitiveness, its export share is expected to further expand in the future, and domestic small and backward production capacity will gradually be cleared under energy consumption requirements. As a titanium dioxide leading enterprise with technological advantages, the company is expected to gradually expand its market share with its own competitive advantages. Bullish on the company's layout and production capacity advantages in the middle and high-end sponge titanium field, it is expected that the company's sponge titanium sector will achieve performance growth with the rising demand. Bullish on the implementation and completion of projects, it is expected to contribute incrementally to the company's performance and maintain a "buy" rating.

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