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Drawing on historical China Customs statistics and centering on the milestone of exports surpassing one million tons in the first half of 2026, this analysis compares import and export volumes, product categories (sulfate vs. chloride processes), and domestic-versus-foreign trade patterns over the past five years. It dissects the underlying trade dynamics—driven by global supply and demand, domestic industrial upgrading, and disparities in overseas energy costs—to illustrate the industry's transition from volume-based exports to high-end market expansion.
I. Key Customs Data to H1 2026: Semiannual Exports Break the One-Million-Ton Mark
From January to June 2026, China’s cumulative titanium dioxide exports reached 1.0684 million tons—a year-on-year increase of 16.56% and a record high to the period. This marks the first time the domestic sector’s semiannual export volume has crossed the one-million-ton limit, signaling a phased recovery in trade patterns.
Divergence in process-based product structures is pronounced. Sulfate-process items—the traditional mainstay—saw cumulative exports of 807,600 tons (up 9.23% year-on-year), accounting to over 70% of total exports and serving as the bedrock of overseas sales. In contrast, high-end chloride-process items demonstrated explosive development; exports totaled 260,800 tons (up 47.12% year-on-year)—a development rate nearly five times that of the sulfate process—with their share of total exports rising from 19% in the same period last year to 24.4%, reflecting rapidly growing international recognition of these high-end items.
On the import side, the direction of year-over-year decline continued; cumulative imports to the first half of 2026 totaled just 25,900 tons, down 25.67% year-on-year. Specifically, imports of chloride-process items fell 22.19% to 15,900 tons, while sulfate-process imports dropped 30.39% to 10,300 tons. This highlights the accelerating pace of import substitution to high-end titanium dioxide, as domestic production capacity increasingly fills the supply gap to premium-grade items. II. Longitudinal Comparison of Total Annual Import and Export Volumes (2021–2025)
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