Against the backdrop of intensifying volatility in the global chemical market, China's titanium dioxide sector implemented its fifth round of collective price hikes from mid-September to early October 2025, with cumulative increases reaching 1,900-2,400 RMB per ton.

The fifth round of price hikes was initiated by LB Group on September 30 with a price increase notice, effective October 10, covering both rutile and anatase products. This action stemmed from soaring costs: sustained increases in raw material prices for titanium ore and sulfuric acid, coupled with production restrictions due to environmental regulations and rising logistics expenses, have driven up production costs.

Meanwhile, September output rose 2.41% month-on-month to 334,500 tons, indicating a slight recovery in peak-season demand. The price hike boosted market confidence, with mainstream quotations climbing to CNY 14,500-15,000/ton (USD 2,000-2,100/ton for exports), and some enterprises reporting ample orders.

Downstream coatings and plastics enterprises remain cautious due to the sluggish real estate sector, resulting in weak demand. Actual transaction price increases remain limited in the short term, with current prices down 12.55% year-on-year and 6.63% since the beginning of the year. The industry anticipates that price hikes will be swiftly and effectively passed on to the market.

Export prices increased by $40-50/ton to enhance competitiveness. Data indicates exports declined 6-42% year-on-year in the first half of 2025, with April shipments falling 20% month-on-month to 148,000 tons. Short-term global demand uncertainty will amplify export pressure, with emerging suppliers like India, South Korea, and Mexico rising: India's capacity is projected to increase by 4.5% (from 292,000 to 450,000 tons) between 2025 and 2034.

China's titanium dioxide industry is projected to grow 7.1% annually from 2025 to 2032, with intensified competition following price hikes. Companies are actively upgrading chlorination technology, phasing out inefficient capacity, and diversifying exports.

As an integrated internet platform providing benchmark prices, on October 15, the benchmark price of titanium dioxide on SunSirs was 13,860.00 RMB/ton, up 0.29% from the beginning of this month (13,820.00 RMB/ton).

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