A-Share Market Movement | Titanium Dioxide Stocks Surge, with Multiple Companies Including Jinpu Titanium Hitting Daily Trading Limits as Favorable Supply-Demand Dynamics Drive Price Increases

Gelonghui, July 1 | A-share titanium dioxide-related stocks surged significantly, with Jinpu Titanium Industry, Zhenhua Chemicals, and Vanadium & Titanium Co., Ltd. hitting the daily trading limit, Longbai Group rising nearly 5%, Huixin Titanium up over 4%, and Luban Chemical, Ananda, Daowen Group, Tianyuan Group, among others, also posting gains. Market reports indicate that ilmenite prices have remained elevated recently, supported by tight global titanium ore supply and domestic environmental production restrictions, resulting in sustained tightness in ilmenite availability and providing solid cost support for titanium dioxide prices. Additionally, prices of auxiliary materials such as sulfuric acid have also risen to varying degrees, further pushing up production costs for titanium dioxide. Institutional analysts note that the titanium dioxide industry is currently in a cost-

Gelonghui FinanceJul 1 10:06

Huayuan Securities: Sulfur prices may continue to rise significantly, potentially benefiting related chemical sub-sectors.

Domestic sulfur supply is prioritized for phosphate fertilizer production, leading to continued tightening of sulfur availability for other industries, which may further reduce China's methionine supply.

Zhitong FinanceJun 26 10:13

Upstream sulfur supply shortfall remains difficult to alleviate; titanium dioxide industry diverges, with chloride-process margins expanding | Fax

① Sulfur prices have retreated from their peak due to easing tensions in the Middle East, but the earlier supply shortage and resulting price surge continue to ripple through the sulfuric acid segment and further down the industrial chain. ② The impact of the sulfur shortage on titanium dioxide producers currently varies depending on production processes and company scale. Specifically, chloride-process production lines—using different raw materials—have remained unaffected and have even seen an expansion in profit margins.

cls.cnJun 19 22:20

LB Group (002601.SZ): Repurchased 2.2524% of Shares; Share Repurchase Program Completed

Gelonghui, June 8 — Longbai Group (002601.SZ) announced that, as of June 5, 2026, the company had cumulatively repurchased 53.7 million of its shares through its dedicated share repurchase securities account via centralized bidding transactions, representing 2.2524% of the company’s current total share capital. The highest purchase price was RMB 20.06 per share, and the lowest was RMB 14.32 per share, with a total transaction value of RMB 899,922,453.91 (excluding transaction fees). The actual repurchase period spanned from July 1, 2025, to May 28, 2026. This repurchase program has now been fully implemented. These repurchased shares

Gelonghui FinanceJun 8 19:47

Breaking News! This company’s annual report contains false statements and will be subject to other risk warnings | After-Hours Announcement Summary

Sinuo邦 Signs Electrolyte Supply Agreement with CATL, with Estimated Total Purchases of 300,000 Tonnes from 2026 to 2028

cls.cnJun 7 18:13

Lomon Billions Group (002601.SZ): Certain shareholders intend to acquire no less than RMB 45 million worth of the company's shares.

Gelonghui, June 7 — Longbai Group (002601.SZ) announced that the company recently received a “Letter of Notification Regarding the Plan to Purchase Company Shares” from its controlling shareholder, certain directors, senior management personnel, and core backbone employees. Based on their confidence in the company’s future development and their support for its long-term, healthy growth, the aforementioned individuals plan to purchase shares of the company through centralized bidding transactions within six months from the date of this announcement, with a total intended purchase amount of no less than RMB 45 million. This share purchase plan does not specify a price range.

Gelonghui FinanceJun 7 15:47