On July 10, 2025, Wuxi - Faced with challenges such as EU carbon tariffs and rising energy costs, China's precipitated white carbon black industry has built differentiated competitiveness in the global market through "green process innovation+cross-border technology integration". According to data from the report hall, the export volume of precipitated white carbon black in China will increase by 22% year-on-year in 2025, with the proportion of high-end products breaking through 40% for the first time, and technological output becoming a new growth point.


Green technology reduces costs and increases efficiency, solving the "dual carbon" dilemma
The traditional sulfuric acid process is facing elimination pressure due to high pollution and energy consumption, while new precipitation technology is becoming the mainstream in the industry. The case of Qemetica Group closing its soda ash plant in Poland and transitioning to precipitated white carbon black has attracted global attention: its US factory adopts a circular economy model, using rice husk ash to replace quartz sand, reducing raw material costs by 25% and carbon emissions by 40%. Domestic enterprises closely follow suit, with the Thai base of Quecheng Group adopting zero wastewater discharge technology, resulting in a unit product energy consumption 18% lower than the domestic average. Meanwhile, the "sulfuric acid waste heat power generation system" developed by Black Cat Group has increased energy utilization to 85%.


Digital transformation also empowers industrial upgrading. The intelligent factory built by Lianke Technology with an investment of 120 million yuan uses AI algorithms to control the reaction temperature and flow rate in real time, improving the uniformity of product particle size to 99.5% and increasing the yield rate by 12 percentage points. According to statistics, the penetration rate of intelligent manufacturing in the industry is expected to reach 35% by 2025 and exceed 65% by 2030.


Cross border integration gives birth to new tracks, and material performance is "subversive" improved
The combination of precipitated white carbon black with nanotechnology and biomaterials is opening up new application boundaries. In the field of energy, ML-180 white carbon black serves as a catalyst carrier for fuel cells, and its porous structure increases platinum utilization by three times, saving over 5 million yuan in annual costs for a single device; In the semiconductor field, the combination of Sai-800 white carbon black and photoresist can improve the exposure accuracy of 5-nanometer chip processes to 2nm, becoming a key material for domestic lithography machines to break through the bottleneck technology.


The breakthroughs in the field of life sciences are even more remarkable. The medical grade white carbon black developed by Yuanxiang New Material can deliver drugs accurately through surface amination modification, which can increase the tumor inhibition rate to 82% in the breast cancer model; The "silicon carbon composite negative electrode material" jointly developed by Huifu Nano and the Chinese Academy of Sciences has increased the energy density of lithium batteries to 400Wh/kg, with a range exceeding 1000 kilometers. The related technology has entered the pilot stage.


The competition for standard setting power is intensifying, and Chinese enterprises have the right to speak
In the global competition for technological discourse power, Chinese enterprises have achieved a leap from "participants" to "leaders". The "Application Specification for Precipitation Method White Carbon Black in Lithium ion Battery Separators" led by Jin Sanjiang has become a draft ISO international standard, ending the history of European and American companies monopolizing the development of standards for a long time; By acquiring a German gas-phase white carbon black enterprise and obtaining key equipment patents, Black Cat Co., Ltd. has promoted the purity of domestic products to exceed 99.99% and reach the international leading level.


Regional coordinated development also accelerates industrial upgrading. The deepening of the "East Strong West Gradually" pattern, with the East China region focusing on high-end electronic products based on port advantages, and the market size growing by 22% year-on-year in 2025; The Southwest region, relying on low-cost quartz sand resources to undertake the transfer of mid to low end production capacity, has shortened the average investment return cycle of new projects in Hubei, Yunnan and other places to 3 years. The Chengdu Chongqing dual city economic circle attracts enterprises such as Quecheng Group and Black Cat Group to layout through tax incentives, and plans to form a billion dollar industrial cluster by 2027.


Enterprise dynamics


Quecheng Corporation: The second phase project in Thailand will be put into operation in 2025, with an additional production capacity of 80000 tons of dispersed white carbon black, and the global market share will rise to 15%.
Black Cat Co., Ltd.: The "silicon carbon composite negative electrode material" jointly developed with BYD has entered the pilot stage, reducing the amount of white carbon black by 60% compared to the traditional solution.
Lingwei Technology: Nano scale precipitation method white carbon black achieves domestic substitution in the semiconductor packaging field, with a unit price 35% lower than imported products.
industry outlook
With the deepening of the "dual carbon" policy and the commercialization of new technologies, precipitated white carbon black will be deeply integrated into strategic emerging industries such as new energy, semiconductors, and biomedicine. It is expected that by 2030, the proportion of high-end products will increase from the current 35% to 55%, and the industry profit margin is expected to exceed 20%, becoming one of the most investment worthy tracks in the field of inorganic silicon materials.