In recent years, the application of white carbon black as a high-performance inorganic material has continued to deepen in fields such as rubber, new energy, and electronics. According to data from China Research Network, the market size of white carbon black in China will reach 28.5 billion yuan in 2023, and is expected to exceed 34 billion yuan by 2025, with a compound annual growth rate of over 7.2%. Behind this growth, the rapid expansion of high-end application fields has become the core driving force.
Green tires and dual wheel drive for new energy demand
In the field of tires, white carbon black has become a key material for "green tires" due to its excellent reinforcement performance and environmental characteristics. It can significantly reduce rolling resistance, improve fuel efficiency, and meet global carbon neutrality goals. Data shows that each new energy vehicle requires 5-8 kilograms of high-end white carbon black, driving an annual demand increase of over 100000 tons. At the same time, the application of white carbon black in lithium battery separator coatings has increased battery charging speed by more than 30%, becoming an important part of the new energy vehicle industry chain.
Explosive demand in the fields of electronics and semiconductors
With the rapid development of 5G and semiconductor industries, the annual growth rate of demand for high-purity electronic grade white carbon black has reached 25%. The unit price of this type of product can reach 3-5 times that of ordinary white carbon black, with a profit margin of up to 25% -30%. Domestic enterprises are accelerating breakthroughs in surface modification and nano dispersion technologies, seizing the high-end track.
Technological innovation and environmental upgrading go hand in hand
The industry is transitioning from a 'scale dividend' to a 'value dividend'. The technology of extracting white carbon black from rice husk ash developed by Black Cat Corporation has reduced raw material costs by 30% and carbon emissions by 40%. The penetration rate of intelligent manufacturing is expected to increase from 28% in 2023 to 60% in 2030, with a significant improvement in quality control stability.
Regional pattern and policies promote the reconstruction of industries
The East and South China regions have become high-end production capacity gathering places based on their industrial foundation, while the Southwest region attracts industrial transfer with its cost advantage. The Ministry of Industry and Information Technology has proposed to increase the self-sufficiency rate of high-end white carbon black to 50% by 2026, provide tax incentives in multiple regions, and accelerate the process of domestic substitution.
Enterprises accelerate production expansion and cross-border layout
Zhuzhou Xinglong New Materials invests 400 million yuan to expand production of 70000 tons/year white carbon black project, expected to start production in November; Cross border enterprises such as CATL have invested in white carbon black enterprises and laid out vertical integration of lithium battery materials. These trends indicate that the white carbon black industry is facing a dual opportunity of technological upgrading and ecological reconstruction.