China's titanium dioxide production capacity continues to expand. Behind the rapid growth is an increase in industry concentration. However, domestic downstream demand is impacted by the real estate sector, leading to a growing supply-demand imbalance. Some small and medium-sized enterprises have been forced to cut production or exit the market due to cost pressures.

Exports have become a key channel to ease domestic overcapacity. Emerging markets such as India, Brazil, and Turkey have contributed most of the growth.

After decades of development, China’s titanium dioxide industry has formed a leading scale and a complete industrial chain. However, it now faces structural adjustment pressures under a new cycle. In the short term, high export dependence, anti-dumping risks, and overcapacity will continue to constrain the industry's development. In the medium to long term, deeper environmental policies, technological upgrades, and the expansion of emerging application fields—such as new energy and high-end coatings—will reshape the competitive landscape of the industry.