On July 10, 2025, Beijing - With the deepening of the global "dual carbon" strategy, precipitated white carbon black, as a key industrial material, is accelerating its penetration from the traditional rubber field into high-end markets such as new energy and electronic materials. According to the latest data from China Research Network, the market size of precipitated white carbon black in China will reach 28.5 billion yuan in 2023, with a compound annual growth rate of 6.5%. The demand growth rate in the new energy sector is as high as 20%, becoming a new engine for industry growth.


Green tires drive traditional market upgrade
Due to its high reinforcement and low rolling resistance, precipitated white carbon black has long dominated the tire industry. The implementation of global "green tire" regulations further amplifies its value: each new energy vehicle requires 5-8 kilograms of high-end white carbon black, and the annual demand increase in the tire industry alone exceeds 100000 tons. Through technological upgrades, leading enterprises such as Quecheng Corporation have increased the proportion of high dispersion white carbon black production capacity to 60%, and the gross profit margin of their products is 15 percentage points higher than that of ordinary models.


Explosive demand in the field of new energy
In the field of lithium batteries, precipitated white carbon black serves as the core material for separator coatings, which can enhance battery safety and cycle life. Ningde Times and other companies have invested in white carbon black production enterprises, laid out vertical supply chains, and promoted industry demand growth of over 30% by 2025. In addition, emerging scenarios such as photovoltaic film and hydrogen energy storage and transportation have seen a surge in demand for high-purity white carbon black, resulting in a 3-5 times premium price for gas-phase products compared to ordinary models.


Technological breakthrough to solve the bottleneck problem
Domestic enterprises are accelerating the breakthrough of high-end market barriers. The technology of extracting white carbon black from rice husk ash developed by Black Cat Co., Ltd. has reduced raw material costs by 30% and carbon emissions by 40%. The product has been certified by an international tire giant. The 10000t/a precipitated silica project of Inner Mongolia Chifeng Shunshoujingtong Technology Co., Ltd. uses the pressure spray drying process, reducing energy consumption by 12%. It is estimated that the project will serve the new energy industry chain in North China after it is put into production at the end of 2025.


Industry consolidation accelerates, concentration continues to increase
Driven by both policy and market factors, the industry landscape is accelerating its restructuring. The Action Plan for High Quality Development of Inorganic Silicon Materials issued by the Ministry of Industry and Information Technology specifies that the self-sufficiency rate of high-end white carbon black needs to be increased to 50% by 2026. At present, the market share of domestic CR5 enterprises has reached 41%. Through globalization layout, companies such as Quecheng Corporation and Lianke Technology have built new production capacity in Thailand, Europe and other places to seize the international market.


Expert opinions
Li Ming, Secretary General of the China Inorganic Silicon Chemical Industry Association, said, "Precipitation method white carbon black is shifting from 'scale expansion' to 'value cultivation'. The explosive demand for new energy and high-end electronic materials will drive industry technological iteration and industrial upgrading. It is expected that the market size will exceed 34 billion yuan by 2025