In the first half of 2025, the titanium dioxide industry experienced significant turbulence. International trade, capacity layout, and capital operations are reshaping the market landscape. As a titanium dioxide supplier deeply engaged in the industry for years, Xiamen CNNC Commerce joins you in reviewing, analyzing, and looking ahead.
Hotspot Review
1. Escalation of International Trade Frictions
EU: On January 9, the European Commission issued its final anti-dumping ruling on Chinese titanium dioxide, imposing duties by weight while retaining exemptions for products used in printing inks.
India: On May 10, India announced an anti-dumping duty of USD 460–681 per ton on Chinese titanium dioxide for a period of five years.
2. Global Capacity Realignment
India: Falcon Holdings announced an investment of INR 105 billion to build a 30,000-ton-per-year titanium dioxide plant to meet demand from coatings, plastics, and related industries.
Netherlands: Tronox decided to idle its 90,000-ton Botlek plant, expected to reduce annual operating costs by over USD 30 million starting in 2026.
3. Acceleration of Major Domestic Projects
The groundbreaking of Dongjia’s 300,000-ton titanium dioxide project in Xinjiang aims to build a new green mining hub in southern Xinjiang.
4. Active Capital Movements in the Industry
Jinpu Titanium announced plans to acquire rubber assets, signaling a trend toward supply chain integration and diversified development.
5. Anti–“Involution” Measures (Supplementary)
Following the central government’s call to prevent “involution-style” vicious competition, relevant ministries have taken swift action. On July 24, the National Development and Reform Commission (NDRC) and the State Administration for Market Regulation released a public consultation draft of the Price Law Amendment. This draft refines the criteria for identifying predatory pricing to regulate market order and curb “involution-style” competition.
Observations and Insights
Rising Export Pressure, Intensified Domestic Competition
With stronger overseas trade barriers, part of the export-oriented capacity may return to the domestic market, leading to price fluctuations and fiercer competition.
Value of Reliable Supply Chains Highlighted
As overseas capacity contracts and domestic capacity ramps up, a stable and reliable supply chain will be a key factor for customer decision-making.
Flexible Pricing Strategies Needed
Given uncertainties such as tariffs, exchange rates, and freight costs, continuous optimization of pricing strategies and diversified product portfolios will be essential.
Industry Consolidation Worth Watching
The pace of cross-sector capital activity and industrial M&A is accelerating, opening up more opportunities for upstream and downstream integration.
Restoring Competition to Rationality and Innovation
The central government’s quick response to “involution-style” competition underscores its strong focus on healthy market development. The Price Law Amendment (Draft for Public Consultation) released on July 24 represents a profound review of current unfair competition. By refining the definition of predatory pricing, the government is directly addressing malicious competition while injecting a “cooling agent” into the market. This move aims to curb excessive price wars, establish clear value orientation, encourage improvements in product and service quality, and foster a fair and orderly market environment. If implemented successfully, the draft will help reduce involution, restore rational and innovative competition, and lay a foundation for sustainable economic growth.
Post time: Aug-19-2025
