LB Group Co., Ltd. (002601)
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LB Group Co., Ltd. (002601) News
China Merchants Securities: North America's power shortage enters the realization phase, accelerating large-scale commercialization of SOFC
SOFCs are expected to accelerate commercialization, with related industrial chains already benefiting.
A titan of the titanium industry: unlocking the strategic value of minor metals such as zirconium, hafnium, vanadium, and scandium.
Report Summary: Reviewing our three-part in-depth series on Longbai Group, we find that the company's resource and production advantages have stood the test of time. The three reports systematically examine the company from three dimensions: "resource endowments—midstream manufacturing capabilities—industry cycle dynamics."
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-
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.
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.
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
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
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.
UK Regulator Discloses Decision for LB Group-Venator Materials' Titanium Dioxide Asset Deal
The UK Competition and Markets Authority outlined its decision for the cleared takeover of the titanium dioxide business-related assets of Venator Materials UK by LB Group.The regulator said in its
Lomon Billions Group (002601.SZ): The sulfuric acid production line at Lomon Xiangyang is currently operating normally.
Gelonghui, May 26 — Longbai Group (002601.SZ) stated on an investor interaction platform that its sulfuric acid production line in Xiangyang is currently operating normally.
Lomon Billions Group (002601.SZ): The company recycles a portion of its by-product hydrogen for use in existing production lines.
Gelonghui, May 26 — Longbai Group (002601.SZ) stated on an investor interaction platform that the company recycles a portion of its by-product hydrogen gas for use in existing production lines.
Titanium Dioxide Market Worth $26.32 Billion by 2031 - Exclusive Report by MarketsandMarkets
DELRAY BEACH, Fla., May 19, 2026 /PRNewswire/ -- According to MarketsandMarkets, 'Titanium Dioxide Market by Grade (Rutile, Anatase), Process (Sulfate, Chloride), Application (Paints & Coatings,
Longbai Group (002601): Domestic titanium dioxide prices are at a bottom, and overseas expansion may unlock new growth opportunities.
Event Description: The company released its 2025 annual report, reporting full-year revenue of RMB 25.99 billion (down 5.6% year over year), net profit attributable to shareholders of RMB 1.24 billion (down 42.6% year over year), and net profit attributable to shareholders excluding non-recurring items of RMB 1.17 billion.
Longbai Group (002601): Titanium dioxide market conditions have bottomed out and are rebounding, with earnings expected to recover.
Report Summary: On April 27, Longbai Group released its 2025 annual report, reporting total revenue of RMB 25.988 billion, down 5.63% year over year, and net profit attributable to shareholders of RMB 1.245 billion, a decrease of 42.6% compared with the previous year.
Lomon Billions Group (002601.SZ): Cumulative repurchase of 2% shares
Gelonghui, May 12th ─ Longbai Group (002601.SZ) announced that from July 1, 2025, to May 11, 2026, the company has cumulatively repurchased 35.8 million shares through its dedicated securities account for share repurchases via centralized bidding. These shares account for 1.5016% of the company’s current total equity. The highest transaction price was 20.06 yuan per share, and the lowest was 16.18 yuan per share, with a total transaction value of 618,874,881.86 yuan (excluding transaction fees). Including the 11,882,700 shares repurchased in the previous period, the company continued to repurchase shares through its dedicated securities account.
Intensified supply-demand imbalances have transformed sulfur into a high-value commodity, with prices surging approximately 80% year-to-date. The ability to reduce costs has become a core competency for downstream enterprises.
① The widening 'scissors gap' between supply and demand has led to a nearly 600% increase in sulfur prices over a period of about one and a half years, ushering in a supercycle for the industry; ② Analysts believe that conflicts in the Middle East have exacerbated the trend of tight sulfur supply, and the market outlook is likely to remain strong; ③ Downstream enterprises are adopting measures such as strengthening reserves at lower prices, striving to secure sulfur at average prices, and purchasing pyrite for acid production to cope with the situation.
LBG(002601):TITANIUM DIOXIDE PROFIT UNDER SHORT-TERM PRESSURE;COMPANY ACCELERATES OVERSEAS EXPANSION
Key takeaway As a leader in the titanium dioxide industry, the company
Longbai Group (002601.SZ): Cumulative repurchase of 1.2013% shares
Gelonghui, May 6th: Longbai Group (002601.SZ) announced that as of April 30, 2026, the company had cumulatively repurchased 28.64 million shares through its dedicated securities account for share repurchases via centralized bidding. These shares account for 1.2013% of the company's current total share capital. The highest transaction price per share was RMB 20.06, and the lowest was RMB 16.18. The total transaction amount was RMB 499,954,184.86 (excluding transaction fees). This repurchase complies with relevant legal and regulatory requirements and aligns with the predetermined share repurchase plan.
Longbai Group (002601) 2025 Annual Report and 2026 First-Quarter Report Commentary: Substantial QoQ Recovery in Net Profit Attributable to Parent in 2026 Q1, with Accelerating Overseas Expansion of Titanium Dioxide Production Capacity
Event: On April 28, 2026, Longbai Group released its 2025 annual report, reporting operating revenue of RMB 25.969 billion for the year, a year-on-year decrease of 5.61%; and net profit attributable to shareholders of RMB 1.245 billion.
Longbai Group (002601): Short-Term Profit Pressure on Titanium Dioxide; Company Accelerates Overseas Expansion
Key point: As the leading player in the titanium dioxide industry, the company currently boasts a production capacity of 1.51 million tonnes and was among the first to achieve mass production using both the sulfuric acid process and the chloride process—the two mainstream production routes. Looking ahead, in order to address the impact of overseas anti-dumping duties and the intensifying domestic competition,