LB Group(SZ:002601) Zhong Guo Zheng Quan Bao·2025-12-12 22:24Core Viewpoint - Longbai Group aims to become a global leader in titanium-based materials, focusing on innovation and sustainable growth while expanding its market presence globally [2][7]. Group 1: Company Overview - Longbai Group has evolved from a struggling local enterprise to a leading player in the titanium industry, emphasizing the importance of titanium dioxide (TiO2) as a foundational pigment [3]. - The company has established a comprehensive green industrial chain, from titanium ore processing to the production of titanium dioxide and titanium metal, with an annual production capacity of 1.51 million tons of titanium dioxide and 80,000 tons of sponge titanium, both ranking first globally [3][4]. Group 2: Innovation and R&D - Innovation is the core driving force behind Longbai Group's development, with annual R&D investments exceeding 1 billion yuan [5]. - The company has successfully introduced and mastered the large-scale boiling chlorination process for titanium dioxide production, marking a significant technological advancement [4]. Group 3: Business Expansion and Mergers - Longbai Group has pursued a strategy of mergers and acquisitions to enhance its market position, including the acquisition of Yunnan Metallurgical New Li and Panzhihua Fengyuan Mining, which significantly increased its sponge titanium production capacity [6]. - Future acquisitions will focus on core technologies and key resource elements, with an emphasis on overseas opportunities [6]. Group 4: Globalization Strategy - The company is accelerating its globalization efforts, with products currently reaching over 110 countries and regions [7]. - Longbai Group is exploring resource acquisition in Australia and potential production facilities in Southeast Asia and Central Asia to support its global operations [7].