In June 2025, China's white carbon black industry will experience a dual breakthrough in technological innovation and capacity upgrading. From the industrialization of modified biobased materials to the expansion of production capacity for high-end electronic products, white carbon black, as a key inorganic non-metallic material, is deeply integrated into strategic emerging industries such as new energy vehicles, green tires, and semiconductor packaging, promoting the industry's accelerated transformation towards green and intelligent directions.
Breakthrough in Biobased Materials: Green Revolution of Rice Husk and Carbon Dioxide
China Petroleum and Petrochemical Research Institute recently announced that its independently developed modified bio based white carbon black has passed the tire performance test. This product is made from rice husk ash and carbon dioxide as raw materials, and is prepared using in-situ green modification technology. While maintaining similar physical and mechanical properties to traditional white carbon black, it reduces tire rolling resistance by 3.7%, fatigue temperature rise by 15%, and durability by 4.5%. This achievement not only solves the environmental pollution caused by rice husk incineration, but also achieves carbon reduction through the chemical conversion of carbon dioxide. At present, the technology has entered the industrialization stage, and the first batch of samples have been sent to multiple tire companies for market trial. It is expected to achieve large-scale production of 100000 tons per year in the next three years.
High end market expansion: surge in demand for electronic grade and specialty white carbon black
With the rapid development of new energy vehicles and 5G communication technology, the demand for high-end white carbon black is showing explosive growth. Industry data shows that by 2025, the amount of white carbon black used in domestic new energy vehicle bicycles will reach 5-8 kilograms, which is more than three times higher than that of traditional fuel vehicles. In the semiconductor field, high-purity electronic grade white carbon black, as a key material for chip packaging, has an annual demand growth rate of over 25%, and its unit price can reach 3-5 times that of ordinary products. In order to seize the market opportunity, leading enterprises such as Jiangxi Black Cat Carbon Black and Quecheng Co., Ltd. have accelerated the layout of ultra-fine particle size control technology, and have achieved the localization of products with particle size ≤ 15nm, breaking the monopoly of international giants.
Optimization of Capacity Structure: Regional Cluster and Intelligent Upgrade
Currently, the white carbon black industry in China is showing a pattern of "strengthening in the east and gradually expanding in the west". Relying on the chemical industry foundation and port advantages, the East China region accounts for 35% of the country's production capacity; The South China region leads the country in high-end production capacity growth due to the demand for new energy vehicles and the electronics industry. In the southwest region, the white carbon black unit of the first phase project of Yunnan Xinyi Silicon Industry has been officially put into operation, with a supporting 60000 ton electronic grade polycrystalline silicon production line, forming an integrated industrial chain of "silicon-based materials white carbon black". At the same time, the penetration rate of intelligent manufacturing in the industry has reached 28% and is expected to exceed 60% by 2030. Fujian Shaxian Jinsha White Carbon Black Manufacturing Co., Ltd. recently obtained a patent for "High Performance Heat Exchange Device for White Carbon Black Production", which reduces energy consumption by 12% by optimizing heat exchange efficiency, marking a new level of technological equipment in the industry.
Challenges and opportunities coexist: high-end and environmentally friendly dual wheel drive
Despite the continuous expansion of the industry, structural contradictions remain prominent. Data shows that in 2023, the self-sufficiency rate of high-end white carbon black in China will be less than 30%, and the average import price will be 2.3 times that of exports. To this end, policy support has been increased, with Zhejiang providing a 15% income tax reduction for enterprises with R&D investment exceeding 5%, and Shandong promoting a 12% reduction in unit product energy consumption through the integration of small-scale production capacity. Looking ahead to the future, with the deepening implementation of the "dual carbon" strategy, the white carbon black industry will accelerate its transformation towards green processes and circular economy, releasing greater growth potential in high-end fields such as new energy vehicles and semiconductor packaging.