Multiple titanium dioxide enterprises including Longbai, Jinhai and Dawn have raised prices by 700 yuan per ton.

Longi Group (002601), as the sector leader, starting from September 11, 2026, its entire series of Snow Brand titanium dioxide will implement new prices. Domestic customers will see an increase of 700 yuan per ton based on the original current price, and international customers will see an increase of 100 US dollars per ton. This price adjustment document is a stamped price adjustment letter immediately issued by the company's sales department to customers, and is not an official announcement of the listed company's exchange. sector media such as Business Society and SMM have verified that the letter is authentic and valid. Before the price adjustment, the mainstream ex-factory price of Longi Snow Brand rutile titanium dioxide in China was about 14,800 yuan per ton. After the price adjustment, the new domestic quotation is about 15,500 yuan per ton, and the export quotation will also be increased by 100 US dollars per ton.

Following the sector leader, Shandong Jinhai Titanium sector under Lubei Chemical (600727) also issued a price adjustment letter, starting from September 11, the price of all rutile titanium dioxide items will be increased by 700 yuan per ton domestically and 100 US dollars per ton to exports. Before the price adjustment, the ex-factory price of Jinhai rutile titanium dioxide was about 14,600 yuan per ton, and after the price adjustment, the domestic ex-factory price will be about 15,300 yuan per ton.

Shandong Dawn Titanium sector Co., Ltd. (titanium dioxide segment under Dawn Group, also took effect on September 11. The price of Dawn Brand titanium dioxide will be increased by 700 yuan per ton domestically and 100 US dollars per ton to foreign trade. Before the price adjustment, the ex-factory price of its rutile items was about 14,500 yuan per ton, and after the price adjustment, the domestic quotation is about 15,200 yuan per ton.

In addition to the above three companies, greater than ten manufacturers including Anhui Ananda, Nanjing Titanium White, Guangxi Bluestar Dahua, Huiyun Titanium sector have simultaneously issued price adjustment letters with the same range. Ananda's price adjustment will be implemented from September 11, and Nanjing Titanium White's price adjustment will take effect from September 12, with a 700 yuan per ton increase domestically and a 100 US dollars per ton increase to exports, forming a concentrated sector-wide price support direction.

Reference pre-adjustment prices of other major domestic titanium dioxide companies (rutile type, ex-factory price including tax, early September 2026)

1. CNNC Titanium White: 14,400 yuan/ton

2. Huiyun Titanium sector: 14,300 yuan/ton

3. Ananda: 14,450 yuan/ton

4. Jinpu Titanium sector: 14,200 yuan/ton

The above companies have all issued price adjustment letters this round, rising prices by 700 yuan per ton. After the price adjustment, the domestic ex-factory quotation range is roughly between 14,900 and 15,150 yuan per ton.

Reasons to the price increase and market explanation

According to the statements in the enterprise price adjustment letters and sector research information, the core driving factors of this round of price increases are the rising costs of upstream raw materials such as sulfuric acid, sulfur and titanium ore. The sector has been in a state of cost inversion to a long time. Superimposed with the maintenance and production reduction of multiple production units, low spot inventory, and the recovery of export orders, companies generally have a strong willingness to support prices.

It should be noted that the price adjustment letter is a notice of the manufacturer's external quotation adjustment, and does not mean that the transaction prices of all customers will be immediately implemented. prolonged contract substantial customers still have room to business negotiations, and the actual transaction price might be reduce than the quoted price in the letter. This round of price increase is an sector price exploration behavior, and the subsequent implementation range still needs to be verified by the market.