After the Dragon Boat Festival, leading titanium dioxide manufacturers released new price lists, signaling a moderate market adjustment. Other producers are expected to follow with slight reductions of around RMB 200–300/ton. This adjustment is not due to lagging behind the market, but rather the result of already limited pricing flexibility. As a result, the price gap among products of the same grade has narrowed significantly.

The return of orders for major manufacturers has increased the shipment pressure on smaller producers. To balance supply and demand, there is a growing trend toward lowering overall operating rates, and even considering temporary production cuts in some cases.

Following the release of the new prices, the market experienced a noticeable increase in orders this week. Shipment volume and speed have both improved compared to earlier periods. This trend indicates that both distributors and end users were operating with relatively low inventories and had been waiting for a clearer pricing signal to place their orders.

While the recent orders have been primarily driven by immediate demand rather than stockpiling, this reflects a market that continues to have demand — one that is sensitive to pricing and ready to respond once conditions align.