Summary:
The summary covers domestic and international leading titanium dioxide enterprises, their core advantages like technical routes and industrial chain integration, supply chain positioning, and niche sectors. It notes domestic firms' shift to full-chain layouts and international giants' focus on high-value areas, with risks in high-end market import dependency.
I. Domestic Leading Enterprises
Longbai Group (Longmang Baili)
Core Advantages:
Technical Routes: The only domestic enterprise scaling chlorination and sulfate processes simultaneously, with the largest chlorination capacity.
Industrial Chain Integration: Vertically integrated from titanium ore mining to sponge titanium and lithium battery materials, achieving over 50% raw material self-sufficiency.
Cost Control: Relying on mine resources (e.g., Panxi titanium ore), unit cost is 10% lower than industry average.
Supply Chain Positioning: Upstream resources (titanium ore) → midstream production (titanium dioxide) → downstream high-end applications (new energy materials, titanium alloys).
CNNC Titanium White
Core Advantages:
Production Scale: 800,000 tons/year via sulfate process, ranking second domestically; rutile-type products account for 86%.
Circular Economy: Over 90% waste acid recycling rate reduces environmental protection costs.
Export Capability: 30% overseas revenue; flexibly adjusts export structure to address EU anti-dumping (e.g., shifting to Southeast Asia).
Supply Chain Positioning: Midstream production (sulfate-process titanium dioxide) → downstream coatings and plastic applications.
Pangang Vanadium Titanium
Core Advantages:
Resource Endowment: Relying on Panxi vanadium-titanium magnetite, 100% self-sufficiency in titanium concentrate ensures significant raw material cost advantages.
Technical Synergy: Sulfate process combined with vanadium-titanium separation technology enables resource utilization of by-products (e.g., phosphogypsum).
Supply Chain Positioning: Upstream resources (titanium ore) → midstream production (titanium dioxide, vanadium products).
Huiyun Titanium Industry
Core Advantages:
Circular Economy: "sulfur-titanium-iron-calcium" industrial chain, clean sulfate production reduces energy consumption by 20%.
High-End Transformation: 4 new patents (e.g., surface modification technology), focusing on plastic-grade titanium dioxide (70% share).
Supply Chain Positioning: Midstream production → downstream new energy sectors (lithium iron phosphate raw materials, photovoltaic coatings).
II. International Leading Enterprises
Chemours Titanium Technologies
Core Advantages: Globally leading chlorination technology; high-purity products (electronic-grade, coating-grade) reach 99.9%.
Supply Chain Positioning: Dominates high-end markets (Europe, America, Japan, South Korea), covering semiconductors and automotive coatings downstream.
Tronox
Core Advantages: Vertically integrates global titanium ore resources (mines in South Africa, Australia) with strong production stability.
Supply Chain Positioning: Upstream mines → midstream production → global distribution network.
III. Leading Enterprises in Niche Sectors
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Enterprise
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Niche Sector
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Core Advantages
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Supply Chain Positioning
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Ningbo Xinfu
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Electronic-grade high-purity TiO₂
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Purity ≥99.99%, meets 5G component needs
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Midstream → semiconductors, electronics
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Jiangsu Hushen TiO₂
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Pharmaceutical excipient-grade
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3,000 tons/year (22% domestic market share), complies with FDA standards
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Midstream → pharmaceutical coatings, capsules
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Hubei Xinmingtai
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Nano-grade titanium dioxide
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Particle size ≤20nm, strong photocatalytic activity (for environmental coatings)
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Midstream → environmental catalysts, functional materials
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Conclusion
Common Traits of Leading Enterprises: Building moats through technological upgrades (chlorination/circular economy), resource integration (mine self-sufficiency), and industrial chain extension (new energy materials).
Supply Chain Trends: Domestic enterprises are shifting from single production to full-chain "mine-processing-high-end application" layouts, while international firms focus on high-value-added sectors.
Risk Warning: High-end markets (electronic-grade, pharmaceutical-grade) still rely on imports; domestic substitution requires breaking through purity technologies (e.g., ≥99.99% nano-titanium dioxide).
More information can be found at CCM Titanium Dioxide China Database.
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