price trend
According to the monitoring of commodity data, the titanium dioxide market will show an overall trend of first rising and then falling in 2025, with a significant decrease in prices at the end of the year compared to the beginning of the year. At the beginning of the year, the average price of domestic titanium dioxide was 14900 yuan/ton, and at the end of the year, the average price was 13740 yuan/ton. The price dropped by 7.79% during the year.
Review of the Titanium Dioxide Market Situation

Product Market Trends
From the perspective of market development in 2025, the overall market situation of titanium dioxide shows a trend of first rising and then falling. In the first quarter, the inventory of manufacturers was low, and the prices of upstream titanium concentrate and sulfuric acid rose, resulting in price increases. In the second quarter, the foreign trade market experienced a downturn, with an increase in on-site inventory and a gradual weakening of the market. In the third quarter, India cancelled its decision to impose anti-dumping duties on imported titanium dioxide from China in September, which is favorable for the recent titanium dioxide market, which is stable and rising. In the fourth quarter, the situation of new order transactions was poor, and the titanium dioxide market was sluggish.
In the first half of the year, the market for titanium dioxide first rose and then fell, resulting in an overall decline in prices. The cumulative decline from January to June was 5.23%. As of the end of June, the domestic quotation for sulfuric acid method gold red stone titanium dioxide is mostly between 13300-14200 yuan/ton; Sharp titanium type costs around 11700-12300 yuan/ton.
In the second half of the year, the supply and demand sides of the titanium dioxide market remained deadlocked and watched, with little fluctuation in market prices. Overall, prices slightly increased. The cumulative increase from July to December is 0.15%. As of the end of December, the domestic quotation for sulfuric acid method gold red stone titanium dioxide is mostly between 13300-14300 yuan/ton; The quotation for rutile titanium dioxide is around 12000-12500 yuan/ton.
Current situation of titanium dioxide in 2025 and expectations for 2026
Import and export aspects
According to customs data, the total import volume of titanium dioxide from January to November 2025 was only 67800 tons, a significant decrease of 19.88% year-on-year. Among them, chlorination products are still the main import force, with a cumulative import of 40800 tons from January to November, a year-on-year decrease of 27.49%, accounting for 60.2% of the total import volume. The import volume of sulfuric acid products is relatively small, with a cumulative import of 27000 tons from January to November, a slight decrease of 4.77% year-on-year.
The significant decline in the import volume of chlorination method indicates that in the high-end product field that relied on imports in the past, the investment of domestic chlorination method production capacity and technological progress are effectively filling the market gap.
According to customs data, from January to November 2025, the cumulative export volume of titanium dioxide in China was about 1.6451 million tons, a decrease of 5.63% compared to the same period last year, a decrease of about 98200 tons. Among them, the chloride process titanium dioxide performed well, with a cumulative export of 322300 tons from January to November, a year-on-year increase of 1.29%. Sulfuric acid titanium dioxide still dominates but performs weakly, with a cumulative export of 1.3228 million tons from January to November, a year-on-year decrease of 7.18%, accounting for 80.4% of the total export volume and still the absolute mainstay.
This export pattern of “total volume reduction and structural optimization” clearly indicates that China’s titanium dioxide industry is in a critical stage of transformation from “winning by quantity” to “breaking through by quality”.
In terms of production capacity and output

According to publicly available information, the titanium dioxide industry is undergoing a deep adjustment in 2025, with continuous expansion of production capacity. In 2025, China’s titanium dioxide production capacity will be 6.217 million tons, with a year-on-year growth rate of 3.62% compared to 2024. The main regions with increased production capacity are Inner Mongolia and Anhui; By 2025, the top three regions in China’s production capacity will have Sichuan accounting for 19%, Shandong accounting for 13%, and Henan accounting for 10%.
According to public information, in November 2025, China’s titanium dioxide production was 400400 tons, a year-on-year increase of 0.36%. The cumulative production of titanium dioxide from January to November 2025 was 4.3504 million tons, a year-on-year decrease of 0.72%, and the production decreased by about 31500 tons.
International giants shut down and went bankrupt, Venator Germany. In September 2025, Venator Germany filed for bankruptcy. Its 50000 tons/year chlorination production capacity in Germany and the previously shut down 80000 tons/year production capacity in Italy led to a global supply contraction and the transfer of international orders to China.
In terms of downstream terminal real estate
From January to November 2025, the national real estate development investment was 7859.1 billion yuan, a year-on-year decrease of 15.9%; Among them, residential investment was 6043.2 billion yuan, a decrease of 15.0%.
From January to November, the construction area of real estate development enterprises’ houses was 656066 million square meters, a year-on-year decrease of 9.6%. Among them, the construction area of residential buildings was 457.51 million square meters, a decrease of 10.0%. The newly started construction area of houses is 534.57 million square meters, a decrease of 20.5%. Among them, the newly started residential area was 391.89 million square meters, a decrease of 19.9%. The completed area of the house is 394.54 million square meters, a decrease of 18.0%. Among them, the completed residential area was 281.05 million square meters, a decrease of 20.1%.
Summary and prediction
In 2025, the Chinese titanium dioxide industry will face challenges such as overcapacity, international trade frictions, fluctuations in raw material prices, and environmental pressures. This year is also a key turning point for titanium dioxide to shift from scale expansion to high-quality development. The titanium dioxide industry is undergoing deep adjustments and upgrades driven by policies, markets, and technology.
Looking ahead to 2026, the titanium dioxide industry will present a new cycle of “policy driven, technology driven, and market driven”. The market size will shift from “quantity growth” to “quality improvement”, and the supply and demand pattern is expected to improve. The transformation towards high-end, green, and intelligent will accelerate.
1、 Policy driven: Green Transformation and Capacity Optimization
Environmental policies will continue to be strengthened to promote the industry’s transformation towards low-carbon and circular industries. For example, the Ministry of Ecology and Environment requires that new projects must adopt the chlorination process or the sulfuric acid process with a complete circular economy system, and specifies that by 2025, the industry’s energy efficiency benchmark level production capacity will reach 30%, and by 2030, the energy efficiency benchmark line will be fully achieved.

2、 Technology driven: breakthroughs in chlorination process and high-end products
With the increasingly strict environmental policies, chlorination method may become the main production trend in the future. As of 2025, the proportion of titanium dioxide production capacity produced by chlorination method in China has exceeded 35%, and it is expected to reach 60% by 2030. Nano scale titanium dioxide has achieved technological breakthroughs in the field of photocatalytic degradation of VOCs. Technological innovation has become the core driving force for the industry to transition from scale expansion to high-quality development.
3、 Market driven: Emerging demand and upgrading of export structure
The market center of gravity is further tilted inward: Against the backdrop of pressure on export volume and continuous reduction in imports, the importance of the domestic market is becoming increasingly prominent. Traditional fields such as coatings and plastics have stable demand, while emerging fields such as new energy and photovoltaics are growing rapidly. The usage of titanium dioxide in the field of new energy vehicles is increasing by 25% annually, and the demand for photovoltaic backsheet is increasing by 27% annually. Industry competition will focus more on domestic market share, service responsiveness, and product customization level. Enterprises need to deeply cultivate the domestic market while breaking through overseas markets with high-end products.
4、 Competitive Landscape: Structural Adjustment and Globalization Layout
The titanium dioxide industry has formed a “one super, many strong” pattern, with leading enterprises building a closed loop of the entire industry chain and small and medium-sized enterprises accelerating their exit. The demand growth in traditional fields is weak, and emerging fields have become new growth points. Market diversification accelerates overseas layout, and Longbai Group, as an industry leader, guarantees raw material supply through overseas mergers and acquisitions, long-term cooperative mining, and builds a global unified sales network. It is expected that the overall structure of the titanium dioxide industry will continue to adjust in the coming years to adapt to market changes and policy guidance.