China's White Carbon Black Industry Map: The Transition from "Scale Dividend" to "Technology Dividend"

China is the world's largest producer of white carbon black, with a production capacity of over 45% by 2025, but the self-sufficiency rate of high-end products is less than 30%. The regional pattern presents the characteristic of "strengthening in the east and gradually increasing in the west": the East China region (Shandong, Jiangsu) relies on the chemical industry foundation to occupy 35% of the production capacity, while the South China region (Guangdong, Fujian) leads the growth rate of new energy vehicle demand, and the market size will increase by 18% year-on-year in 2025. Driven by policies, Shandong has reduced unit energy consumption by 12% through capacity integration, while the southwest region has become a destination for new capacity transfer due to low-cost quartz sand resources. In the next five years, the industry's CR5 (concentration) will increase from 41% to 50%, and cross-border enterprises such as CATL will invest in white carbon black enterprises to vertically integrate lithium battery materials.