特诺关闭抚州钛白粉工厂,原因是啥?影响几何?

Group 1 - Tronox announced the permanent closure of its TiO2 pigment facility in Fuzhou, China, effective January 16, 2026, following a planned shutdown that began on October 1, 2025 [2][3] - The closure is attributed to a prolonged market downturn, weak domestic demand, overcapacity, and unsustainable pricing levels due to continuous capacity expansion in China [3][6] - The shutdown marks a significant strategic contraction for foreign companies in the Chinese titanium dioxide market, highlighting the challenges faced by international firms against local competitors [6] Group 2 - Since acquiring the Fuzhou facility in 2019, Tronox has struggled to establish a foothold in China, the world's largest producer and consumer of titanium dioxide, amid rapid expansion and fierce price competition from domestic companies [6] - The trend of foreign giants optimizing their asset portfolios through closures and sales is evident, as seen with other companies like Chemours and PPG, indicating the survival pressures in the industry [6]