Jinpu Titanium Industry (000545) announced on February 10 that its wholly-owned subsidiary, Nanjing Titanium Dioxide Chemical Co., Ltd., will cease acid digestion feeding immediately, with subsequent processes gradually shutting down. The company plans to gradually resume grinding and acid digestion feeding in late February 2026, followed by the sequential restart of subsequent processes. PriceSeek’s analysis of titanium dioxide indicates a bullish-bearish score of 1.5. The subsidiary’s immediate halt of acid digestion feeding and gradual shutdown will lead to a short-term reduction in titanium dioxide supply, tightening spot market availability and driving up prices. Although production is scheduled to resume in late February, the short-term disruption is expected to benefit spot prices, with a significant increase anticipated.
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