LB Group(SZ:002601) 财联社·2025-08-21 16:06Group 1 - The core viewpoint of the article is that titanium dioxide (TiO2) companies are announcing price increases due to prolonged low prices, with a notable price hike from Longbai Group effective August 18, 2025, raising domestic prices by 500 RMB/ton and international prices by 70 USD/ton [1] - Following Longbai's announcement, multiple manufacturers have also declared price increases, with over 20 production companies officially issuing price hike notices [1] - This price adjustment marks the first increase in the second half of the year and the first increase since March, indicating a significant shift in the market dynamics for the titanium dioxide industry [1] Group 2 - Analysts from Zhuochuang Information and Longzhong Information confirm that the price increase by Longbai reflects a broader trend within the industry, suggesting a collective response from various titanium dioxide producers [1] - Some companies have even decided to suspend order acceptance, indicating a cautious approach to market fluctuations and a strategy to delay shipments until market conditions stabilize [1] - The overall sentiment in the industry suggests a potential recovery in titanium dioxide prices, driven by the upcoming "Golden September and Silver October" period, which is traditionally a peak season for demand [1]