Core Viewpoint - The export volume and average price of titanium dioxide from China have declined year-on-year and month-on-month in the first half of this year, marking a continuous decrease for three months in a row for month-on-month exports and four months for year-on-year exports. The main reasons for this decline are anti-dumping policies from India and Brazil, coupled with a slowdown in global economic growth leading to reduced end-user demand [1][2]. Group 1: Export Performance - China's titanium dioxide exports to India fell by 49% year-on-year in the second quarter, while exports to Brazil plummeted by 56% year-on-year due to the implementation of anti-dumping taxes [1]. - The overall export data for the first half of the year shows a decline in both volume and price, indicating a "three lows" scenario (low year-on-year, low month-on-month, and low export prices) [2]. Group 2: Market Conditions - The anti-dumping policies from the EU, Brazil, and India have significantly pressured China's titanium dioxide exports, leading to a crisis in export volume [2]. - Global demand for titanium dioxide is weak, with cautious purchasing behavior observed in Europe, South America, and Southeast Asia due to economic uncertainties and slow recovery [1][2]. Group 3: Future Outlook - Industry experts suggest a cautious optimism for the future, believing that China's titanium dioxide sector can recover to previous levels, but this recovery depends on global economic conditions and industry reforms [2]. - It is recommended that domestic titanium dioxide companies accelerate the exploration of non-restricted markets such as the Middle East and Africa, or consider overseas capacity layouts to mitigate long-term export pressures [1][2].

Group 1 - The stock price of Zhongke Titanium White closed at 4.28 yuan on August 12, 2025, down 0.70% from the previous trading day [1] - The trading volume on that day was 334,064 hands, with a total transaction amount of 143 million yuan [1] - Zhongke Titanium White is a significant player in the domestic titanium dioxide industry, focusing on the research, production, and sales of titanium dioxide and related chemical products [1] Group 2 - The company's products are widely used in various sectors, including coatings, plastics, and papermaking [1] - On August 12, a block trade occurred involving 21,384,800 shares, amounting to 91.5269 million yuan, with the transaction price equal to the closing price of that day [1] - Over the past three months, the stock has seen three block trades, with a total transaction amount of 98.8228 million yuan [1] Group 3 - On August 12, there was a net outflow of 16.4816 million yuan in main funds, with a cumulative net outflow of 71.1246 million yuan over the past five days [1]

近日钛白粉行业迎来一则重磅消息：欧盟法院驳回了法国及欧盟委员会的上诉，维持撤销二氧化钛粉末 致癌分类的判决。业内普遍认为对于中国钛白粉企业来说是个利好消息，出口或将迎来大幅增长。 颜钛钛行业分析师杨逊认为，欧盟提出钛白粉致癌的事情多年前就已经证明是伪命题，此番欧盟法院裁 决是早就预估到的结果。一方面，中国钛白粉的优势非常明显，不仅是欧盟地区对全球市场的依赖性在 逐渐增加，同时随着中国钛白粉质量的不断提升，对海外产品的替代性也越来越强，技术壁垒将逐渐化 解。另一方面，前阶段欧盟对中国钛白粉的反倾销调查，实际是对落后产能的保护，与该事件类似，市 场不是靠类似这样的事情保护起来的，一定是靠以产品为核心的综合竞争力来赢得市场。 广西金茂钛业股份有限公司销售经理欧洪初则认为，我国钛白粉出口受阻最大因素是欧盟的反倾销，后 市应该谨慎乐观。 杨逊表示，总体来看这是一个好消息，中国钛白粉出口欧盟国家就不用考虑太多，只要把产品做好，把 市场做好，把用户服务好就行。 "2025上半年出口同比下滑5.86%已反映行业压力，新判决有望缓解行业颓势。欧盟作为全球高端市场 (占中国出口约15%-20%)，需求复苏对国内龙头厂商更具战略意 ...

Core Points - The legal opinion confirms that the procedures for the second extraordinary general meeting of shareholders held by Anhui Anada Titanium Industry Co., Ltd. on August 7, 2025, comply with relevant laws and regulations [1][5][9] Group 1: Meeting Procedures - The meeting was convened by the company's board of directors and announced on July 19, 2025, through various platforms [1][2] - The meeting took place as scheduled, with the chairman Liu Junchang presiding, and the actual time, location, and content matched the announcement [2][4] Group 2: Attendance and Voting - A total of 195 participants, including 4 shareholders and 191 online voters, represented 66,542,605 shares, accounting for 30.9472% of the total voting shares [3][4] - The voting process combined on-site and online methods, with results verified and announced immediately after voting concluded [4][5] Group 3: Voting Results - The proposals were approved with significant support, including 99.6880% approval for one of the resolutions, with minimal opposition [5][6][8] - The voting results indicated strong backing from minority investors, with 87.6200% approval for the same resolution [5][6] Group 4: Legal Validity - The legal opinion concludes that all aspects of the meeting, including the convening, attendance, and voting procedures, were conducted in accordance with the law and the company's articles of association, rendering the results valid [5][9]

Meeting Overview - The shareholder meeting was held on August 7, 2025, at 14:30, with online voting available from 9:15 to 15:00 on the same day [1] - A total of 195 participants attended the meeting, representing 66,542,605 shares, which is 30.9472% of the total voting shares [1] Attendance Details - Among the attendees, 4 shareholders voted in person, representing 64,868,704 shares (30.1687% of voting shares), while 191 shareholders voted online, representing 1,673,901 shares (0.7785% of voting shares) [1] - A total of 192 small shareholders participated, representing 1,676,901 shares (0.7799% of voting shares) [2] Proposal Voting Results - The proposals were approved with significant majority votes, with one proposal receiving 66,335,005 votes in favor (99.6880%), 191,800 against (0.2882%), and 15,800 abstentions (0.0237%) [2] - Another proposal received 66,325,205 votes in favor (99.6733%), 201,200 against (0.3024%), and 16,200 abstentions (0.0243%) [3] Legal Compliance - The meeting's procedures, qualifications of the conveners, attendance, voting procedures, and results were confirmed to be in compliance with legal regulations and the company's articles of association [6]

Core Viewpoint - The export volume and average price of titanium dioxide from China have declined year-on-year and month-on-month in the first half of this year, marking a continuous decrease for three months in a row for month-on-month exports and four months for year-on-year exports. The main reasons for this decline are anti-dumping policies from India and Brazil, coupled with a slowdown in global economic growth leading to reduced end-user demand [1][2]. Group 1: Export Performance - China's titanium dioxide exports to India fell by 49% year-on-year in the second quarter, while exports to Brazil plummeted by 56% year-on-year due to the implementation of anti-dumping taxes [1]. - The overall export data for the first half of the year shows a decline in both volume and price, indicating a challenging market environment [2]. Group 2: Market Conditions - The anti-dumping policies from the EU, Brazil, and India have significantly pressured China's titanium dioxide exports, leading to a crisis in export volumes [2]. - Global demand for titanium dioxide is weak, with cautious purchasing behavior observed in Europe, South America, and Southeast Asia due to economic uncertainties and recovery challenges [1]. Group 3: Future Outlook - Analysts suggest a cautiously optimistic outlook for the titanium dioxide market, believing that China's advantages will eventually lead to a recovery, although this depends on global economic recovery and industry reforms [2]. - It is recommended that domestic titanium dioxide companies accelerate the exploration of non-restricted markets such as the Middle East and Africa, or consider overseas capacity layouts to mitigate long-term export pressures [1][2].

Core Viewpoint - The export volume and average price of titanium dioxide from China have declined in the first half of the year due to anti-dumping policies from India and Brazil, combined with weak global demand, leading to a challenging market environment for Chinese exporters [1][2][3] Group 1: Export Performance - China's titanium dioxide exports have seen a continuous decline for three months on a month-on-month basis and four months on a year-on-year basis [1] - In the second quarter, exports to India dropped by 49% year-on-year, while exports to Brazil fell by 56% year-on-year due to the implementation of anti-dumping taxes [1] Group 2: Market Conditions - The global demand for titanium dioxide is weak, with cautious purchasing observed in Europe, South America, and Southeast Asia [2] - Economic recovery in Europe is sluggish, impacting paint demand and leading to reduced titanium dioxide purchases [2] - South American currency fluctuations and economic uncertainties have resulted in customers primarily placing small orders, exacerbated by the anti-dumping tax effects in Brazil [2] Group 3: Future Outlook - The industry expert suggests that the export volume of titanium dioxide from China will remain under pressure in the third quarter, with limited relief for domestic companies [3] - There is a recommendation for domestic titanium dioxide companies to explore non-restricted markets such as the Middle East and Africa, or to establish overseas production capacities to mitigate trade barriers [3]

Group 1 - The stock price of Longbai Group is reported at 17.10 yuan, down 0.10 yuan or 0.58% from the previous trading day, with a trading volume of 96,285 hands and a transaction amount of 164 million yuan [1] - Longbai Group is a significant player in the titanium dioxide industry, engaged in the research, production, and sales of titanium dioxide, sponge titanium, and zirconium products, with applications in coatings, plastics, and papermaking [1] - As of July 31, the company has repurchased a total of 1.5646 million shares, accounting for 0.0656% of the total share capital, with a total transaction amount of 25.481 million yuan, under a buyback plan with a total fund of 500 million to 1 billion yuan and a maximum repurchase price of 24.32 yuan per share [1] Group 2 - The company currently has a sponge titanium production capacity of 80,000 tons per year, ranking first globally [1] - On August 4, the net inflow of main funds was 14.1482 million yuan, accounting for 0.04% of the circulating market value, while the net outflow over the past five days was 7.4245 million yuan, accounting for 0.02% of the circulating market value [1]

Group 1 - The board of directors of Jinpu Titanium Industry Co., Ltd. held its first meeting of the ninth session on August 4, 2025, via telecommunication, with all five directors present [1][2] - The board elected Guo Yanjun as the chairman for the ninth session, with a unanimous vote of 5 in favor [1][2] - The board established various specialized committees, including the Strategy and ESG Committee, Compensation and Assessment Committee, Audit Committee, and Nomination Committee, with Guo Yanjun as the convener of the Strategy and ESG Committee [1][2] Group 2 - The board approved the appointment of senior management personnel, including Guo Yanjun as the general manager, Lang Hui as the deputy general manager, Xin Yi as the board secretary, and Tian Jianzhong as the financial director, with terms aligned with the current board [1][2] - The board also appointed Xie Feng as the head of the internal audit department and Shi Yike as the representative for securities affairs, both with terms matching the current board [2]

证券代码：000545 证券简称：金浦钛业 公告编号：2025－ 金浦钛业股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，没有 任何虚假记载、误导性陈述或者重大遗漏。 特别提示： 一、会议召开情况和出席情况 （一）会议召开情况 （1）现场会议时间：2025年8月4日14：00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投 票的具体时间为2025年8月4日上午9:15-9:25，9:30～11:30，下午 为2025年8月4日上午9:15至下午15:00期间的任意时间。 室 则》等有关法律、法规及《公司章程》的规定。 通过现场和网络投票的股东 205 人，代表股份 225,435,602 股， 占公司有表决权股份总数的 22.8443％。其中：通过现场投票的股东 占公司有表决权股份总数的 0.4787％。 中小股东出席的总体情况： 通过现场和网络投票的中小股东 204 人，代表股份 4,735,602 股， 占公司有表决权股份总数的 0.4799％。其中：通过现场投票的中小股 东 1 人，代表股份 11,700 股，占公司有表决权股份总数的 0.0012％。 通过网络投票的中小股 ...